US Markets Wrap

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on the latest earnings season, what will encourage consumers to spend and the effects of interest rate movements on the US Dollar moving ahead.

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

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David Dietze, Managing Principal & Senior Investment Strategist at Peapack Private Wealth Management shares his insights on AI monetisation trends, whether small caps will catch up in 2H, what the US economy looks like now, and if worries over a drop in confidence in where the stock market is headed is warranted.

David also dives into his current stock picks - United Parcel (UPS) and Bristol Myers (BMY).

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

See omnystudio.com/listener for privacy information.

Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on how markets are reacting to the first in-person showdown of the 2024 campaign between President Joe Biden and his predecessor, former President Donald Trump.

He also talks about current consumer patterns and where some investors might be looking to rotate to beyond tech.

Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected]) 
Photo credits: CNN/ John Nowak

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Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the optimism in the markets currently, a lookahead to the second half of 2024, and how the upcoming Union Budget might impact global market dynamics.

Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected]) 
Photo credits: Express Photo

See omnystudio.com/listener for privacy information.

Ross Gerber, President & CEO, Gerber Kawasaki Wealth & Investment Management shares his insights on labour market resilience, what's driving market sentiments and investors towards Nvidia and Apple, and whether there's a sense of FOMO among investors and fund managers strapping up the tech rally.

Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected]) 
Photo credits: AP Photo/Richard Vogel

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Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on approaching the AI space, what's a better entry point for AI names and what's holding back the small caps.

She also touches on investors' sentiments surrounding the G7 leaders' focus on China and the war, against a backdrop where the US Presidential Election is just a few months away.

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

See omnystudio.com/listener for privacy information.

Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on the commodity bull run and the metals space.

But, is all that glitters, gold? Michele also dives into what's on the shimmery horizon and how trends in that space correlates to how investors are reacting with Nvidia and the tech bandwagon. 

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

See omnystudio.com/listener for privacy information.

David Martin, Founder & Chief Investment Officer, Martin Fund Management LP shares his insights on whether the exuberance in the markets surrounding tech stocks is a cause for concern and the likelihood of seeing a 'bubble burst' in terms of where valuations are and how far they've come to date.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: pixabay & its talented community of contributors 

See omnystudio.com/listener for privacy information.

Philip Waters, Head of Asia Pacific and Emerging Markets, OANDA shares his insights on the key differences in trends behind the retail trading scene landscape in Asia versus that of the US, what retail traders are looking out for currently and impact of the US elections on how traders are positioning themselves.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: pixabay & its talented community of contributors 

See omnystudio.com/listener for privacy information.

The FOMC maintained the target range for the fed funds rate at 5.25% - 5.50% at the conclusion of the June meeting, while continuing to stress that rate cuts will remain elusive until policymakers have gained sufficient confidence that inflation is on a path to return towards the 2% target, despite today's cooler-than-expected CPI.

Fed Chair Jerome Powell says it’s too soon to tell if Fed policy is ‘sufficiently restrictive’ and that the recent strong jobs data might be slightly “overstated,” indicating that benchmark revisions could be on the way.

Nadine Terman, CEO & CIO, Solstein Capital shares her insights on the latest Fed direction and where markets are headed.

Presented by: Audrey Siek

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: iStock

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