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US Markets Wrap
US Markets Wrap episodes
- US Markets Wrap: The Stock Market Slump Continues But It’s Gold’s Time to Shine. Should investors cut down their exposure in the markets amid uncertainty?
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on what he's watching out for as Trump sways back and forth on tariffs, how bad it is when it comes to market pricing, and whether investors should be cutting down their exposure in the markets right now. He also weighs in on whether Tesla is on his shopping list and his current position on gold as an asset amid the uncertainty.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Does the Fed have a rate path in mind for a stagflationary outcome?
Ben Emons, Chief Investment Officer, FedWatch Advisors shares his insights on the potential effects of Trump's tariffs on consumers and how it might be absorbed into the markets, expectations on whether US will fall into a recession, and how the Fed might shift with tariff discussions swaying back and forth. He also weighed in on Fed Chair Jerome Powell's comments on the the inflationary impact of tariffs being "transitory" - a word that has haunted him.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Shutterstock / rarrarorroSee omnystudio.com/listener for privacy information.
11 min - US Markets Wrap: Late day rally in tech stocks; weak consumer sentiments. Deal Or No Deal Amid Elevated Interest Rates & Progress On Interest Rates?
Nadine Terman, CEO & CIO of Solstein Capital shares her insights on the late day rally seen in some technology stocks, how weak consumer sentiments could impact retail, IT and marketing budgets, and how the current uncertainty will affect corporate deal-making. She also weighs in on bright spots and what the playbook on China looks like currently.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Has the bottoming process already started? Recovering commodities, bonds vs US stocks
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his insights on the indicators that are giving hints to whether the market has started bottoming out, investors' risk appetite with the swing in headlines of late, and how much he would weigh the two expected rate cuts that the Fed could be looking to introduce in coming months.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: Fed holds interest rates steady, still sees two cuts coming this year. So, is a May rate-cut on the cards?
Ryan Detrick, Chief Market Strategist at the Carson Group shares his insights on the latest Fed decision to hold rates steady, whether investors have started shaking off concerns over what might come, how companies are playing the balancing act, and whether there's a chance for investors to buy in on the dips. He also weighs in on what's on his shopping list and what he is staying away from.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Reuters / Nathan HowardSee omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: High stock valuations; global fiscal and monetary policies diverging; healthcare; REITS and Real Estate; Conoco Phillips, Super Micro; Archer Daniels Midland
David Dietze, President of the Dietze Wealth Management Group shares his insights on whether investors should expect more bargains, or is the risk of declining profit outlooks a major concern; drop in Tesla, Palantir and Nvidia; as well as the likelihood of divergence of global fiscal and monetary policies coming on the back of European countries are ramping up defense expenditures.
He also weighs in on why the healthcare, REITS and Real Estate sectors are standing out at the moment; and his stock picks for this season: Conoco Phillips (COP), Super Micro (SMCI), Archer Daniels Midland (ADM).
Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting ([email protected])
Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: "Fed Put"; Intel; Tesla; Affirm; Egg Prices
On this episode of US Markets Wrap, we dive into key overnight movements in the markets, stocks making the biggest midday moves, an outlook on this week's Fed meeting, as well as how grocery prices are giving hints on current consumer sentiments.
Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Bloomberg; Reuters/Dado Ruvic/Dado RuvicSee omnystudio.com/listener for privacy information.
5 min - US Markets Wrap: New day, New tariffs
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on a new slew of tariffs from Trump, including a 200% Tariff on all wines, champagnes and alcoholic products coming out of France and other EU represented countries, how investors should be positioned right now, as well as possible paths the Fed will take when they meet next week.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Getty Images / Andrew HarnikSee omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Is the recession risk creeping into the markets' radar?
Jason Britton, Founder and CIO, Reflection Asset Management shares his insights on investors' worries over the recession risk, latest CPI data, how investors are allocating their portfolios across sectors, as well as his takeaways from the recent earnings season.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting ([email protected])
Photo credits: AFPSee omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: How much tolerance do investors have with Trump’s series of disorderly trade policy moves?
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on how investors are reacting to Trump's back-and-forth trade policy moves, fears over a potential recession and expectations on February's consumer price index. He also weighs in on the AI buzz and whether we are set to see gold prices soar to $3,000 an ounce this March.
Presented by: Emaad Akhtar
Produced by: Yeo Kai Ting ([email protected])
Photo credits: Danielle DeVries | CNBCSee omnystudio.com/listener for privacy information.
8 min
About US Markets Wrap
From the publisher's feed
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.