US Markets Wrap

The Federal Reserve has cut rates and signaled two more reductions before year-end, sparking debate over whether policymakers are managing risks or overstepping in the face of persistent inflation and a cooling labor market. Ben Emons, Chief Investment Officer at FedWatch Advisors, unpacks the Fed’s latest move, the implications of its shift toward a more neutral stance, and how markets should interpret the diverging views within the FOMC.  

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U.S. equities slipped as investors took profits ahead of the Federal Reserve’s much-anticipated rate decision, with markets pricing in a quarter-point cut and more to come by year’s end. Big tech names like Nvidia, Microsoft, and Alphabet dragged the indexes lower, while attention now shifts to Fed Chair Powell’s press conference and political headlines from President Trump’s state visit to the UK. Jason Britton, Founder & CIO, Reflection Asset Management also break down the Oracle-led consortium’s deal for TikTok’s U.S. assets, and what it could mean for trade talks and tariffs.

Produced/Presented: Ryan Huang

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Stocks are climbing on positive signals in U.S.-China trade talks and investor anticipation of a key Fed decision. Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management, to unpacks a busy week on Wall Street and beyond. He discusses whether a shift from quarterly to semiannual earnings reports would really help companies think long-term — or just limit market transparency. We look at  the unstoppable rise of AI, highlighting how Nvidia, Broadcom, and other chipmakers are powering a growing tech ecosystem that extends well beyond hyperscalers. 

Produced/Presented: Ryan Huang

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David Abella, Director of Investments, GoalVest, discusses the stock market's third successive day of record highs; the latest consumer inflation data print and the likelihood of a Fed rate cut to the tune of 25bps; expectations for Q3 earnings; and why tech with diversification, dividend stocks and gold might be a good play for investors. 

Produced/Presented: Emaad Akhtar

Photo credit: Reuters

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José Torres, Senior Economist, Interactive Brokers discusses another bullish session for Wall Street; Oracle's historic gain; the unexpected fall in wholesale prices and whether the CPI print may meet a similar fate; and the potential odds of a jumbo Fed rate cut at next week's FOMC meeting. 

Produced/Presented: Emaad Akhtar

Photo credit: AFP

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Todd Rabold, Investment Management Partner, Callan Family Office, discusses another day of record high closes for the benchmark indexes; whether the sizeable downward job growth revisions should be concerning; the continuing positive trajectory of AI spend; and why US, international and small cap stocks are good bets for investors in the current market environment.

Produced/Presented: Emaad Akhtar

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Alex Morris, CEO & CIO, F/m Investments, discusses the unusually strong September start for markets in a historically weak month; the sustainability of the AI revolution beyond the Mag 7 and S&P 500; expectations for PPI and CPI prints; and the current investor playbook for cash, equities and fixed income. 

Produced/Presented: Emaad Akhtar

Photo Credi: ST Illustration: Chng Choon Hiong, Adobe Stock

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Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors deconstructs the S&P 500's 21st record close for the year and why there's been a bifurcation in the performance of tech stocks in the past month; freshly released lower-than-expected ADP private payroll numbers and expectations for August nonfarm payrolls; and why investors should bet on emerging markets and precious metals.

Produced/Presented: Emaad Akhtar

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The S&P 500 and Nasdaq closed higher on Wednesday, powered by tech heavyweights Alphabet and Apple after a favorable antitrust ruling eased regulatory fears. Joseph Sroka, CIO and Founder of NovaPoint Capital, unpacks why markets rallied despite September’s reputation as a tough month for equities, the implications of rising Treasury yields and tariff uncertainty, and how the Federal Reserve’s next move hinges on Friday’s jobs report. He also shares why AI-driven investment is rippling far beyond Silicon Valley, shaping opportunities across sectors from utilities to industrials.

Produced/Presented: Ryan Huang

Image by Gerd Altmann from Pixabay

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U.S. stocks kicked off September on the back foot, with all three major indexes closing lower as investors weighed rising bond yields and the latest twists in trade policy. Big Tech names like Nvidia, Amazon, and Apple saw declines during regular trading, but Apple and Alphabet rebounded sharply after hours on key legal rulings. Fabien Yip, Market Analyst, IG breaks down what the appeals court’s decision on Trump’s tariffs means for markets, why profit-taking is hitting bull market winners, and how shifting legal winds could reshape the tech landscape.

Produced/Presented: Ryan Huang

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