US Markets Wrap

Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on why Treasury yields are following the Trump polls more closely than Biden's, whether a rate cut could widen the underpriced fiscal deficit, cannot be necessarily compensated by the Fed cutting rates when the economy is growing above trend, and how his IPO playbook looks. 

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.

Ben Emons, Senior Portfolio Manager, NewEdge Wealth shares his insights on whether the market will be able to keep its bullishness till the next Fed meeting, and investors' risk appetite in a market powered by megacap technology stocks. He also weighs in on what the Fed is looking out for coming on the back of Fed Chair Jerome Powell's comments that strong hiring in and of itself would not be a reason to hold off on rate cuts, and that wage growth, while still strong, is gradually coming back down to more sustainable levels.

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.

Andy Baehr, Head of Product at CoinDesk Indices shares weighs in on whether bitcoin is set to see a further price-drop coming on the back of the latest flash-crash, driving forces behind the climb in crypto shares in recent days, and what his playbook is looking like in the ethereum space.

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.

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the latest rotation into tech, sentiments surrounding the US dollar turning red now that the dust has fully settled over the CPI data that had earlier come in slightly hotter than expected, whether speed of gains in the stock market will see a potential shift in narrative, and whether investors are reading too much into signs of a breakout in crude oil.

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.

Laila Pence, President & Co-Founder of Pence Wealth Management shares her insights on whether investors are rotating to the broader market, as well as the interest around weight loss drugs, AI and insurance. She also weighs in on expectations of a slowdown in the economy and the upcoming FOMC meeting.

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.

Ian McMillan, Market Technician, Client First Tax and Wealth Advisors shares his insights on whether this is a time for investors to take profits, Magnificent Seven starting to lose steam, as well as signs that inflation is slowly moderating. 

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.

Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the price war in the EV space with a steady supply of Chinese EVs entering the market, as well as what investors need to look out for if they're looking to diversify their current equity portfolio.

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 expert opinions on the inflation return, why she's watching silver, oil and sugar, what junk bonds are telling investors about the risks in the economy, as well as the optimism surrounding big-tech right now even as we see growing calls for Google's CEO to step down.

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 Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on the possibility of a soft landing, why he's got his eyes on Pfizer, and latest data in the Federal Reserve's Beige Book.

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.

James McCann, Deputy Chief Economist, abrdn shares his insights on impact the US Presidential Elections might have on markets in following months, the partial government shutdown deadline, stimulus down the road coming on the back of China's Two Sessions, as well as interest rate expectations.

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.