US Markets Wrap

Stocks reversed earlier losses to surge higher as optimism grew around a potential US Iran deal, with tech leading the recovery and erasing war driven declines. Oriano Lizza, Sales Trader, CMC Markets Singapore discusses whether the rally can last, key signals from inflation and earnings, and what to watch from US banks and upcoming China data.

Produced/Presented: Ryan Huang
Image: Gerd Altmann from Pixabay  

 

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US stocks move higher for another session as the U.S. and Iran ceasefire holds steady. IG Market analyst Fabien Yip joins us to discuss the Dow turning positive for 2026 and what the latest PCE data means for your portfolio. She also previews the risks of the Q1 earnings season and the impact of rising oil prices on this recovery.

Produced/Presented: Ryan Huang

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Stocks staged a massive comeback after Donald Trump signaled a temporary halt to attacks on Iran. The Dow surged more than 1,300 points while the S&P 500 and Nasdaq posted sharp gains. Investors are now weighing whether this is a turning point or just a relief rally. Christine Short, Head of Research, TMX Datalinx also digs into bank earnings, IPO momentum, and whether the resilient consumer can keep holding up.

Produced/Presented: Ryan Huang
Image: Geralt via Pixabay

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The major averages staged a late recovery after reports of a possible Pakistani-brokered delay in U.S. military action against Iran lifted sentiment. However, beneath the headline relief, investors are still navigating fragile geopolitics, mixed sector signals, Fed succession risks, and rising expectations for first-quarter earnings. Joseph Sroka, CIO and Co-Founder of NovaPoint Capital, shares his key market takeaways.

Produced/Presented: Ryan Huang

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The S&P 500 just logged its worst quarter since 2022, but is the sky really falling, or is this a prime buying opportunity? George Schultze, Founder and Managing Member at Schultze Asset Management unpacks the complex macroeconomic forces driving the latest market session. He shares his insights on the Federal Reserve's "worst-case scenario" of oil-driven stagflation and whether double-digit corporate earnings growth and a projected $700B in AI capital expenditures can keep the fundamentals intact.

Produced/Presented: Ryan Huang

Image: Gino Crescoli from Pixabay 

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Stocks rallied while oil prices dipped below $102 as President Trump signaled a potential U.S. withdrawal from Iran within weeks, contingent on the reopening of the Strait of Hormuz. Lawrence Hatheway, Global Investment Strategist, Franklin Templeton Institute discusses whether current valuations have already priced in a resolution.

Produced/Presented: Ryan Huang

Image: Pexels from Pixabay 

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Laila Pence, President & Co-Founder, Pence Wealth Management breaks down the explosive market surge as the Dow climbs over 1,100 points on reports of a potential de-escalation in the Iran conflict. She explains why current market corrections represent a rare buying opportunity, the surprising strength of corporate earnings despite the war, and how massive AI capital expenditures  re poised to drive generational productivity.  

Produced/Presented: Ryan Huang

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Volatility is back with a vengeance. Steve Sosnick, Chief Strategist at Interactive Brokers breaks down a turbulent Monday on Wall Street as the S&P 500 slipped for its third straight session, settling at 6,344 — now more than 9% off its recent closing highs. While the Dow managed a slight gain, the Nasdaq bore the brunt of the selling, sliding 0.7% as investors grappled with a "higher-for-longer" reality. Despite Federal Reserve Chair Jerome Powell’s attempts to soothe the market, surging oil prices and a steep 1% drop in the tech sector sent the VIX, Wall Street’s "fear gauge", piercing through the 30 level for the first time in a year.

Produced/Presented: Ryan Huang
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Markets took a hit as oil prices surged and nerves crept back in. Tech stocks led the drop, pushing the Nasdaq into correction territory. There’s still a lot of uncertainty around a ceasefire and where inflation goes next. Mark Giambrone, Head of US Equities and Portfolio Manager, Barrow Hanley Global Investors shares how he’s navigating the swings.

Produced/Presented: Ryan Huang
Image: Pete Linforth from Pixabay

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US stocks climbed as hopes of a U.S.–Iran ceasefire cooled oil and lifted sentiment, but the situation on the ground remains far from resolved. With troop deployments reportedly in the pipeline and tensions around the Strait of Hormuz unresolved, markets may be underpricing geopolitical risk.
Dilin Wu, Research Strategist, Pepperstone unpack what this means for crude, gold, and the dollar as traders navigate a market driven by headlines and uncertainty.

Produced/Presented: Ryan Huang

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