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.
JUL 18, 2024
18/07/24 - US Markets Wrap: How many rate cuts will we see by December?
Ryan Detrick, Chief Market Strategist, Carson Group shares his insights on the momentum of the tech rally, what's happening with the spending segment of the market, and whether the complications with the US Presidential Elections would have any implications on potential rate cuts this year.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: AP Photo/Gene J Puskar // Mario Tama/Getty Images
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10:12
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JUL 16, 2024
16/07/24 - US Markets Wrap: Clear headwinds for banks in Q2; and fancy some chump change from Trump Trade?
Christine Short, Vice President of Research, Wall Street Horizon shares her insights on the latest takeaways for Q2 earnings season so far, and how markets are reacting to the unsuccessful assassination attempt of Trump.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Michael M. Santiago/Getty Images; Megan Varner/Reuters
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11:27
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JUL 12, 2024
12/07/24 - US Markets Wrap: Benign Inflation Data Good News for the Fed, But Not Yet Enough to Trigger Rate Cuts + Early Earnings Season
Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management shares his insights on the latest inflation data and prospects of rate cuts further down, as well as performance in the early earnings season, with a focus on AI and technology.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Simone Chuah
Photo credits: pixabay & its talented community of contributors
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08:29
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JUL 11, 2024
11/07/24 - US Markets Wrap: You may now own a piece of Trump Media – and not even know it
Trump Media & Technology is now part of two broad indexes of US stocks: the Russell 1000 Index of large-cap stocks and the Russell 3000 Index. And several popular passive funds - namely index and exchange-traded funds (ETFs) - automatically buy whatever shares are part of those Russell indexes.
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on the prospects of Trump Media and how investors should position themselves when it comes to passive investing in ETFs and other funds.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Assistant Producer: Simone Chuah
Photo credits: Joe Raedle / Getty Images
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09:59
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JUL 10, 2024
10/07/24 - US Markets Wrap: Fed Chair Powell says holding rates high for too long could jeopardize economic growth
In his latest speech, Federal Reserve Chair Jerome Powell expressed concern that holding interest rates too high for too long could jeopardize economic growth.
Setting the stage for a two-day appearance on Capitol Hill this week, the central bank leader said that the economy and labour market have stayed strong despite recent cooling.
Laila Pence, President & Co-Founder, Pence Wealth Management weighs in on how long is too long, the scale of rate cuts we might see in the coming months; whether a lack of market breadth kept the S&P 500′s gains in check; if we're seeing central bank divergence currently; as well as her top conviction calls.
Presented by: Emaad Akhtar
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Tierney L. Cross | Bloomberg | Getty Images
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08:30
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JUL 9, 2024
09/07/24 - US Markets Wrap: Inflationary pressures from populist policies?
Ben Emons, Chief Investment Officer of FedWatch Advisors shares his insights on how markets are pricing in a Trump/Biden result in the November presidential elections. He also explains he thinks the first rate cut, if any, is likely to come in December.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: CNN/ Getty Images
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10:12
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JUL 4, 2024
04/07/24 - US Markets Wrap: Why Nvidia is feeling the love again after steep sell-off
Nvidia stock staged a comeback after a multi-day sell-off that cost the US chipmaker its crown as the world’s most valuable public company.
Alex Morris, CEO of F/m Investments shares his insights on whether investors should continue this rally this ride on Nvidia or start rotating elsewhere before it's too late. He also weighs in on the latest FOMC minutes.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Josh Edelson/ AFP/ Getty Images
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11:08
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JUL 3, 2024
03/07/24 - US Markets Wrap: Where is the US Dollar headed & what will encourage Americans to spend?
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on the latest earnings season, what will encourage consumers to spend and the effects of interest rate movements on the US Dollar moving ahead.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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09:33
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JUL 2, 2024
02/07/24 - US Markets Wrap: Is AI monetisation emerging? And the current story behind United Parcel (UPS) and Bristol Myers (BMY).
David Dietze, Managing Principal & Senior Investment Strategist at Peapack Private Wealth Management shares his insights on AI monetisation trends, whether small caps will catch up in 2H, what the US economy looks like now, and if worries over a drop in confidence in where the stock market is headed is warranted.
David also dives into his current stock picks - United Parcel (UPS) and Bristol Myers (BMY).
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors
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12:14
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JUN 28, 2024
28/06/24 - US Markets Wrap: How are markets pricing in Biden & Trump’s Presidential Debate?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on how markets are reacting to the first in-person showdown of the 2024 campaign between President Joe Biden and his predecessor, former President Donald Trump.
He also talks about current consumer patterns and where some investors might be looking to rotate to beyond tech.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: CNN/ John Nowak
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12:24
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