US Markets Wrap

Frank Cappelleri, Founder and President, CappThesis unpacks how Wall Street’s major indices closed lower, on the latest developments from US President Donald Trump announcing hefty tariffs against Japan, South Korea and other trading partners. He also looks at how much weight we should be putting on the recent formation of a Golden Cross for the S&P500.

Produced/Presented: Ryan Huang

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Steve Sosnick, Chief Strategist, Interactive Brokers discusses how some good news on the trade front is lifting markets to new record highs, though investors are keeping a close eye on the condition of the US labour economy - where reports have been somewhat conflicting. 

Produced/Presented: Ryan Huang

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Todd Rabold, Investment Management Partner, Callan Family Office discusses the passing of President Donald Trump's Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell's comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate decisions; and how investors should be positioning themselves in the current market environment.

Produced / Presented: Emaad Akhtar

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Jason Britton, Founder and CIO, Reflection Asset Management looks at how the latest market highs have been achieved on the back of the news that Canada decided to rescind its digital service tax in an attempt to bring the US back to the negotiating table. He also unpacks his outlook on various sectors including retail, energy and technology.

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Ben Emons, Chief Investment Officer, FedWatch Advisors discusses how markets are pricing in the Fed's rate moves as the US dollar falls to a new 3 1/2 year low on the Euro, and amid reports of US President Trump mulling announcing a replacement for Fed Chair Jerome Powell.

Produced/Presented: Ryan Huang

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Mark Giambrone, Head of US Equities and Portfolio Manager/Analyst, Barrow Hanley Global Investors discusses why he remains optimistic about the market outlook despite the conflict in the Middle East and why he is staying overweight on AI investment plays.

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Dilin Wu, Research Strategist, Pepperstone discusses what appears to be counterintuitive market responses to US intervention in the Middle East as well as Iran's strike on a US airbase in Qatar. She looks at what could drive oil prices in the near future.

Produced/Presented: Ryan Huang
Image: Geralt via Pixabay

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Deborah Cunningham, Chief Investment Officer, Global Liquidity Markets, Federated Hermes discusses the takeaways from the Fed’s decision to keep rates on hold as officials watch Trump’s tariffs and Israel-Iran conflict.

Produced/Presented: Ryan Huang

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Damian McIntyre, Head of Multi-Asset Solutions, Federated Hermes discusses how markets are responding over fears that Iran could use its military to shut down the Strait of Hormuz, which sees nearly 25% of all global oil production flow through it daily. He also looks at why while Tariffs and Trump's Tax bill can cause short-term volatility in July, they also have the potential to be upside catalysts for the second half.

Produced/Presented: Ryan Huang

Image by Pexels from Pixabay

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José Torres, Senior Economist at Interactive Brokers discusses the risk-on mode returning to markets as concerns ease around the odds of the Israel-Iran conflict spreading wider. He also previews the FOMC rate decision in view of oil price volatility plus recent jobs and inflation data.

Produced/Presented: Ryan Huang

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