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 24, 2024
24/10/24 - US Markets Wrap: Fed's Right Sizing - Can the Fed bring down inflation without causing a recession?
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on where markets are headed on the inflation front, pressure faced by mega cap tech names, how investors are pricing in the US Presidential Election, and what's happening with the credit spreads right now.
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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09:06
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OCT 23, 2024
23/10/24 - US Markets Wrap: Markets appear decoupled from the election, but are they? And a dive into McDonald's, Starbucks & Microsoft.
George Schultze, Founder & Managing Member, Schultze Asset Management weighs in on why there's not much conviction in the markets right now, even as 10-year yields move near 4.2%, the highest level since late July.
He also helps to navigate what we're seeing in the markets with regards to McDonald's, Starbucks, Microsoft and the uncertainty investors are seeing in the energy sector.
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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09:46
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OCT 22, 2024
22/10/24 - US Markets Wrap: Is it time for reflation trade? Is gold on your playbook?
Christine Short, Vice President of Research, Wall Street Horizon shares her insights on how economic activity has moved over the past week as investment banking picks up, and indicators to look out for as we close in on the US Presidential Election and FOMC meeting. And given the volatility, is gold on her playbook?
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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09:58
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OCT 18, 2024
18/10/24 - US Markets Wrap: Gold surges to record high near US$2,700 amid high US yields, good US data
Sevasti Balafas, CEO of GoalVest shares her insights on the latest surge in gold prices, boosted by uncertainty surrounding US elections.
She also weighs in on the optimism playing out in the markets, and whether utilities is a space to actively look at right now as Microsoft, Amazon and Google try to find ways of powering up their servers through renewable energy, with nuclear in focus.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Goldman Sachs
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09:30
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OCT 17, 2024
17/10/24 - US Markets Wrap: Hurricane trading in the markets? And why Netflix is on the radar?
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on the latest bank earnings coming out from the US and key impacts of Hurricane Milton on the markets. He also weighs in on why Netflix is on the top of his radar.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AFP/Getty Images
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09:40
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OCT 16, 2024
16/10/24 - US Markets Wrap: Is China’s stimulus the secret sauce to drive economic improvement, and how will that impact US growth?
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP weighs in on the latest moves in the semiconductor space as ASML logs its biggest one-day drop in 26 years and her expectations for this earnings season.
She also shares her expert insights on the energy sector with the Middle East crisis playing out, as well as the growth outlook and what investors should look at to right-size their exposure to China, Japan and India.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Nurphoto | Getty Images
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10:23
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OCT 15, 2024
15/10/24 - US Markets Wrap: 51 stocks in the S&P 500 traded at new 52-week highs. Where else to look as we head into Q4?
Ross Gerber, President & CEO at Gerber Kawasaki Wealth & Investment Management shares his insights on the new 52-week highs that 51 stocks in the S&P 500 are trading at right now, whether investors are still bullish heading closer to the US Presidential Election, how much China's recent stimulus measures are playing into his investment approach at the moment, as well as his favourite sectors as we head into Q4.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: The Economic Times
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09:20
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OCT 11, 2024
11/10/24 - US Markets Wrap: US earnings lookahead - Which will be the big winners & losers?
Ryan Detrick, Chief Market Strategist at the Carson Group shares his insights on reactions to the dip in US inflation last month to its lowest point since it first began surging more than three years ago, what he's looking out for in the upcoming US earnings season, and how big tech companies like Nvidia and AMD are throwing their hats into the ring.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Chua Meng Choon
Photo credits: David Paul Morris/Bloomberg
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08:58
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OCT 10, 2024
10/10/24 - US Markets Wrap: Jerome Powell signals Federal Reserve will revert to quarter-point cut in November
Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute weighs in on investors' risk appetite right now on the back of a rise in the NASDAQ, the likely reversion back to the a quarter-point cut come November, latest tailwinds to expect and whether the recent stimulus measures introduced by China will affect market sentiments moving forward.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Chua Meng Choon
Photo credits: Al Drago/Bloomberg
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07:41
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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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