US Markets Wrap
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US Markets Wrap episodes

  • US Markets Wrap: Trump calls Fed chief Powell 'numbskull'

    Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses if the pressure from President Donald Trump on the Fed to cut rates is warranted in view of the recent cooler than expected inflation data.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

    10 min
  • US Markets Wrap: US-China trade deal not impressing investors yet

    Nadine Terman, CEO & CIO, Solstein Capital discusses how much of a deal has been struck between the US and China, with outlines of a plan to restart the flow of sensitive goods, meaning China will speed up rare earth metal shipments, and the US will ease some export controls. She talks about what else is worrying investors. 

    Produced/Presented: Ryan Huang

    Image by Mohamed Hassan from Pixabay

    See omnystudio.com/listener for privacy information.

    11 min
  • US Markets Wrap: Short-term bonds still have attractive yields

    Alex Morris, CEO, F/m Investments, discusses the second day of US-China trade talks in London; potential investment implications of the Trump-Musk fallout; expected moves from the Fed in light of recent jobs data; and why the "Split between TBIL & RBIL & Chill" strategy may be appealing to investors.

     

    Produced/Presented: Emaad Akhtar

        Image: Pixabay

        See omnystudio.com/listener for privacy information.

        12 min
      1. US Markets Wrap: Semiconductor stocks rise following US-China trade talks

        Christine Short, Vice President of Research, Wall Street Horizon discusses the significance of US-China trade talks in London, especially around critical minerals; what market watchers can expect from two key inflation readings (CPI and PPI) this week; and why Apple's 2025 Developers Conference didn't wow investors on the AI front.


        Produced/Presented: Emaad Akhtar

            Image: Pixabay

              See omnystudio.com/listener for privacy information.

              12 min
            1. US Markets Wrap: How markets may react to May non-farm payrolls report

              Chris Weston, Head Of Research, Pepperstone discusses the future trajectory of US equities including risks, the noise likely to emanate from the debate in the Senate on the Big Beautiful Bill, how markets may react to May non-farm payrolls data out on Friday, continued downside risks to the USD, and what this all means for gold.


              Produced/Presented: Emaad Akhtar

                  Image: Pixabay

                   

                  See omnystudio.com/listener for privacy information.

                  12 min
                1. US Markets Wrap: Weakening greenback due to cyclical, secular factors

                  Kyle Rodda, Senior Financial Market Analyst, capital.com explains the cyclical and secular factors behind the US dollar's continued weak showing, whether global investors are actively rotating out of dollar-denominated assets and the EM carry trade will gather steam, as well as why recent tech results are being underappreciated.


                  Produced/Presented: Emaad Akhtar

                      Image: Pixabay

                      See omnystudio.com/listener for privacy information.

                      11 min
                    1. US Markets Wrap: Growth picture remains solid despite OECD's slashed forecasts

                      Todd Rabold, Investment Management Partner, Callan Family Office discusses the main highlights from the economy's stellar performance in May, whether the OECD's slashed growth forecasts may throw a spanner in the works and why much of the concern around Trump tariffs has largely dissipated.


                      Produced/Presented: Emaad Akhtar

                          Image: Pixabay

                          See omnystudio.com/listener for privacy information.

                          9 min
                        1. US Markets Wrap: Tariff tantrums, what do markets do next?

                          Jason Britton, Founder and CIO, Reflection Asset Management discusses how the continuing sign of the times will be Trump's tariffs and the administration's willingness to subject the US economy to tantrums while the Federal Reserve looks to see what, if any, actual effects permeate the economy, and whether those effects cool inflation and or slow job growth. 

                          Produced/Presented: Ryan Huang

                          Image: Pixabay

                          See omnystudio.com/listener for privacy information.

                          9 min
                        2. US Markets Wrap: Consumers have not given up, growth stocks remain the story

                          Michele Schneider, Chief Strategist, MarketGauge Group looks at the pockets of strength in the markets led by retail and semiconductors - reflecting how consumers have not given up, and the growth stocks remain the story. She zooms in how in the retail space, the vanity trade based on the domino effect of the diet drugs is waking up-from a trend to a megatrend.

                          Produced/Presented: Ryan Huang

                           

                          See omnystudio.com/listener for privacy information.

                          10 min
                        3. US Markets Wrap: Tech & quality are the places to be

                          Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management discusses how Nvidia's latest earnings report reflects how the AI wave is real - which is why tech and quality are the places for investors to be.

                          Produced/Presented: Ryan Huang  

                          See omnystudio.com/listener for privacy information.

                          8 min

                        About US Markets Wrap

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                        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.