US Markets Wrap
About
As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.
OCT 9, 2024
09/10/24 - US Markets Wrap: Are Buybacks Back? And are Buybacks Good or Bad?
After falling to their lowest level last year, the total number of announced global corporate buybacks has been improving throughout this year. With the Federal Reserve cutting interest rates by a half point two weeks ago, buyback activity is likely to pick up, and continue the upward trend seen thus far in 2024. Matt Maley, Chief Market Strategist at Miller Tabak shares what he's taking away from the recent buyback action.
He also dives into the latest oil price movements and his sentiments on the earnings guidance given the recent jumbo rate cut by the Federal Reserve.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Chua Meng Choon
Photo credits: pixabay & its talented community of contributors
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07:26
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OCT 4, 2024
04/10/24 - US Markets Wrap: How The Fed’s Interest-Rate Cuts Could Impact The Labour Market. And will the S&P 500 break all-time-highs by end of 2024?
Frank Cappelleri, Founder and President of independent financial research firm, CappThesis shares his expectations on unemployment data set to be released this week, implications of current events on the Fed's inflation fight, movements in the commodity space and whether the S&P 500 is likely to reach new highs at the end of this year.
Presented by: Yeap Junrong
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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07:37
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OCT 3, 2024
03/10/24 - US Markets Wrap: Hurricane Helene; US port worker strikes... And is there enough reason for Nvidia investors to be more bullish?
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the implications of a slew of bad news including Hurricane Helene and port workers strike across the East and Gulf Coasts; positivity surrounding AI stocks, as well as upcoming employment and non-farm payrolls data expected in the coming days.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AP/Ramon Espinosa, Bloomberg
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08:40
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OCT 2, 2024
02/10/24 - US Markets Wrap: How markets are reacting to Iran’s attack on Israel & massive US port strikes
David Dietze, Managing Principal at Peapack Private shares his insights on how markets are responding to the attack by Iran on Israel; potential effects of the strikes at America's East and Gulf Coast ports, with a dive into FedEx and UPS; and how he would advice clients to position themselves in Q4 2024.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Avishag Shaar-Yashuv/The New York Times, Ryan Collerd/AP
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08:17
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SEP 27, 2024
27/09/24 - US Markets Wrap: Is China still investable & should investors hop on the AI bandwagon?
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on what's lifting the markets currently, crisis of confidence when it comes to consumer spending in China, AI fueling Micron Technology's strong earnings and why gold and money markets are on her playbook for the rest of the year.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Reuters, Getty Images, Shutterstock, pixabay & its talented community of contributors
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08:13
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SEP 26, 2024
26/09/24 - US Markets Wrap: Digesting the jumbo rate cut; ETFs covering Vietnam, Mexico and Greece; Novo Nordisk
Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on how investors are digesting the jumbo rate cut, how tailwinds for some of the smaller caps are expected to move in the coming quarters as growing costs lower, and the three ETFs on her radar, covering Vietnam, Mexico and Greece.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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08:52
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SEP 25, 2024
25/09/24 - US Markets Wrap: Deep dive into America’s economic engine, China’s big gun moves heading into Golden Week & the Aussie Dollar
Chris Weston, Head of Research, Pepperstone shares his insights on the post-FOMC rally in the markets, how China is riding a wave of positive sentiment into the Golden Week and if there are signs of more stimulus measures to come, as well as where the Australian Dollar is headed.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Marlin Steel Wire Products LLC
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08:46
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SEP 24, 2024
24/09/24 - US Markets Wrap: Rate Cut Tailwinds & Further Room For Rotation Run Into Small Caps
Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the good tailwinds coming on the back of the Fed's recent jumbo-sized rate cut, prospective inflationary pressures, rotation into small caps, and why the utilities sector doesn't look that appealing to him.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Adobe Images
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10:26
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SEP 20, 2024
20/09/24 - US Markets Wrap: Stay Invested. Falling interest rates, but at the same time rising earnings growth - says Mark Matthews
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the Fed is starting to lift markets again, the resilience of the job markets, how stock markets in Asia are leveraging the rate cut, as well as his advice to clients as they wrap up the year.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors
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07:47
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SEP 19, 2024
19/09/24 - US Markets Wrap: Chair Jerome Powell defends central bank’s decision to go big with first cut of 50 bps
David Martin, Founder & Chief Investment Officer, Martin Fund Management shares his insights on whether markets are surprised with the Fed's latest rate cut, and sectors and stocks that are likely to see impact.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Tom Brenner | Reuters
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07:56
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