US Markets Wrap

Todd Rabold, Investment Management Partner from the Callan Family Office shares his insights on on the topsy-turvy market movements in recent days and whether traditional safe havens like US Treasuries and the dollar are losing their appeal in light of President Trump’s new tariffs. He also weighs in on consumer sentiments and if he foresees a notable pullback or reallocation by investors in the short term. 

Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting ([email protected])
Photo credits: pixabay & its talented community of contributors

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Christine Short, Vice President of Research, Wall Street Horizon shares her insights on whether the latest market reprieve will last as US President Donald Trump makes exemptions for tariffs on smartphones and other electronics.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: AP / Brendan Smialowski

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Dilin Wu, Research Strategist, Pepperstone shares her insights on how markets are pricing in the potential retaliation from China, bond market movements, rise in Hang Seng Index and whether she is bracing for more headwinds as the US earnings season kicks off.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Kevin Frayer/Getty Images; Nathan Howard/Reuters; AP; Kylie Cooper/Reuters

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Chris Weston, Head Of Research, Pepperstone shares his insights on the magnitude of the latest signals in the markets following Trump's latest tariff surfs, odds of a recessions on the horizon, whether the retaliatory tariff moves between the US and China could escalate even further in coming days, as well as how investors are navigating in order to find a window for entrance. 

He also weighs in on how investors should be pricing in and the forecast for the FOMC rate path ahead. 

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Andrew Harnik/Getty Images

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Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on how much downside investors should brace themselves for as Trump's tariffs kick in, outlook on growth given the tit-for-tat tariffs and whether we're headed for a slowdown.

He also weighs in on which safe havens investors are looking into right now, whether they should be cutting exposure from equities and if gold is still shining bright for investors.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Carlos Barria/Reuters; pixabay & its talented community of contributors

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Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether investors are overreacting to the latest tariffs, where he's sitting right now with recessionary fears reverberating through the markets, impact of the tariffs on prices, and what's on investors' playbooks right now amid the waves of uncertainty.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Getty Images

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Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management shares his insights on the broad selloff we're seeing in the markets, growing talks on a potential recession, odds of more rate cuts, as well as the playbook for investors trying to find a harbour of sorts to get into a position to hedge their bets or investments. He also weighs in on record buybacks and whether the correction and slump in values are potential tailwinds for companies to continue that trend.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: pixabay & its talented community of contributors

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Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the latest tariff headlines coming out of the US, impact on global growth, whether we are likely to see the China Plus One effect, as well as the current momentum behind gold at the moment.

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Carlos Barria | Reuters

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Alex Morris, CEO at F/m Investments shares his insights on the gold action right now, and its prospects for the rest of the year. He also weighs in on inflation, instruments that are worth looking at right now, durations that he is opting for when it comes to treasury inflation protected securities, and his playbook for equities and energy. 

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: pixabay & its talented community of contributors

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Sevasti Balafas, CEO at GoalVest shares her insights on choppiness in the markets ahead of "Liberation Day" on 2nd Apr as promoted by President Donald Trump, rotation away from some expensive names, CoreWeave's US initial public offering, as well as sentiments around recessionary fears. She also weighs in on what investors' playbooks are looking like as we head into the rest of 2025, amid an uncertain rates path. 

Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Dado Ruvic | Reuters

See omnystudio.com/listener for privacy information.