US Markets Wrap

US producer prices increased moderately in March as a rise in the cost of services was softened by a fall in goods prices, calming fears of a resurgence in inflation.

The report from the US Labor Department led economists to anticipate milder increases in the inflation measures tracked by the Federal Reserve for monetary policy relative to the strong consumer price readings in March.

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on whether the sell-off following a hot consumer prices report signals hope that we might not see a resurgence in inflation and if investors are too bullish at this point.

She also weighs in on the complexities, opportunities and risks posed by emerging markets, whether leading industries are in the process of losing steam, and the direction of the overall market health.

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: pixabay & its talented community of contributors 

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Rainer Michael Preiss, Partner & Portfolio Strategist, DAS Family Office shares his insights on supply chain disruptions and their impact on slowing inflation's retreat, as well as risks set by these disruptions.

He also weighs in on whether it's the end of a bull market or just an excuse for investors who have had a lot of gains to take some of that off the table, where people are shifting their money to, if the rise of the US dollar to its highest level against the Japanese yen since mid-1990s will take a toll on Asian currencies. 

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Photo & Graphics credits: AP, pixabay & its talented community of contributors 

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Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management weighs in on whether the AI hype can power their portfolio to greater heights in the months ahead, interconnectivity between the stormy season in the US of late and markets, as well as whether the risk-reward ratio poor for different reasons than the Fed.

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Photo & Graphics credits: AP, pixabay & its talented community of contributors 

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Phillip Streible, Chief Market Strategist, Blue Line Futures shares his insights on whether equities are in a bubble right now, what's driving the stellar performance of gold and if it's going to continue to shimmer, possibility of a reacceleration in inflation on the back of rising energy prices, as well as his playbook as we approach the end of the week.

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: pixabay & its talented community of contributors 

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George Schultze, Founder & Managing Member, Schultze Asset Management shares his insights on risks in the economy right now, whether there's optimism in the mega-cap technology space, and if he agrees that the so-called “invincible” stock market of the past five months is the exception, not the norm.

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: pixabay & its talented community of contributors 

See omnystudio.com/listener for privacy information.

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether markets will be able to keep the Q1 momentum going in Q2, if investors should be looking at dividend growth stocks to boost income and cushion inflation, as well as whether it's the right time to invest in the strength of the cyclical equities? 

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: pixabay & its talented community of contributors 

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Rick Bensignor, President of InTheKnowTrader.com shares his insights on factors driving the risk appetite and momentum of investors right now, effects of potential interest rate changes on stocks, and which sectors are set to benefit with the Dollar expected to go up higher.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected]) 

Photo credits: Reuters

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Christine Short Head of Research, Global Corporate Events Wall Street Horizon, a TMX Company - shares her insights on CEO sentiments, coming on the back of a new Bank of America survey showing that Wall Street’s optimism is at its highest level since January 2022, expected economic releases tied to personal income, consumer spending and the personal consumption expenditures, as well as the next big test for US corporations which will impact CEO and investor sentiment is Q1 earnings season, set to kick off on April 11 when a handful of big banks report. 

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: pixabay & its talented community of contributors 

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Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether the market is broadening out, significance of greater congressional scrutiny on US investments into China, how much might the US Presidential Election swing consumer confidence in specific sectors in the months ahead and if PCE Core Inflation data coming out later in the week could push the 10-year yields above its highs for the year.

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Photo credits: AFP 

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Chris Weston, Head Of Research at Pepperstone shares his insights on why Powell’s words mightier than the Fed’s dot plot, why the CPI is following the 1970s, and how investors are reacting to soaring cocoa prices ahead of Easter. 

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Graphics credits: pixabay & its talented community of contributors 

 

 

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