US Markets Wrap

Coming on the back of the upcoming US Presidential Election, Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether one candidate is "more inflationary" than the other for the markets, and rate cut expectations ahead of the next FOMC meeting.

She also weighs in on the current tone ringing through the mega-cap tech names and how investors are approaching the tech space.

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

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Satyam Panday, Chief US and Canada Economist, S&P Global Ratings shares his insights on how the labour market is panning out, whether the markets are on the way to the so-called "elusive soft landing", why we're seeing a pickup in the housing market as rates come down, and pressures as the US head closer to the Presidential Election.

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

See omnystudio.com/listener for privacy information.

Alex Morris, CEO, F/m Investments shares his insights on what investors are looking out for ahead of the next FOMC meeting, how markets are pricing in on crypto and suggestions that Donald Trump could be good for the cyrpto space. He also shares the stocks on his radar right now and whether he's keen on some of the tech names reporting this week. 

Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting ([email protected])
Photo credits: dailyPik 

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Jason Britton, Founder & CIO, Reflection Asset Management shares his insights on whether the bullish momentum with the US Dollar will continue, why the sterling and euro are reacting so differently from the US Dollar, and whether the Fed will be pressured to keep current rates in the coming months. He also weighs in on the carry trade and upcoming Magnificent Seven earnings expected in the week ahead.

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

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Nadine Terman, CEO & CIO, Solstein Capital shares her insights on where markets are headed on the inflation front, pressure faced by mega cap tech names, how investors are pricing in the US Presidential Election, and what's happening with the credit spreads right now.

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

See omnystudio.com/listener for privacy information.

George Schultze, Founder & Managing Member, Schultze Asset Management weighs in on why there's not much conviction in the markets right now, even as 10-year yields move near 4.2%, the highest level since late July. 

He also helps to navigate what we're seeing in the markets with regards to McDonald's, Starbucks, Microsoft and the uncertainty investors are seeing in the energy sector.

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

See omnystudio.com/listener for privacy information.

Christine Short, Vice President of Research, Wall Street Horizon shares her insights on how economic activity has moved over the past week as investment banking picks up, and indicators to look out for as we close in on the US Presidential Election and FOMC meeting. And given the volatility, is gold on her playbook?

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

See omnystudio.com/listener for privacy information.

Sevasti Balafas, CEO of GoalVest shares her insights on the latest surge in gold prices, boosted by uncertainty surrounding US elections.

She also weighs in on the optimism playing out in the markets, and whether utilities is a space to actively look at right now as Microsoft, Amazon and Google try to find ways of powering up their servers through renewable energy, with nuclear in focus.

Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting ([email protected])
Photo credits: Goldman Sachs

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Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on the latest bank earnings coming out from the US and key impacts of Hurricane Milton on the markets. He also weighs in on why Netflix is on the top of his radar.

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

See omnystudio.com/listener for privacy information.

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP weighs in on the latest moves in the semiconductor space as ASML logs its biggest one-day drop in 26 years and her expectations for this earnings season.

She also shares her expert insights on the energy sector with the Middle East crisis playing out, as well as the growth outlook and what investors should look at to right-size their exposure to China, Japan and India.

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

See omnystudio.com/listener for privacy information.