US Markets Wrap

Ryan Detrick, Chief Market Strategist at Carson Group shares his insights on the recent pullback from record highs, how much optimism investors should hold when it comes to gold and bitcoin, whether it's a good time to jump to technology stocks at the moment, and what we should be expecting on the Fed front in the coming weeks.

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.

Quotes of the day:

“The best investing is always a negative art."

"There's a lot of different ways to skin a cat."

Our expert panel Chris Chavez, Analyst, Blue Creek Capital Management/Blue Line Capital and Cole Smead, CEO & Portfolio Manager, Smead Capital Management weigh in on the how markets are reacting to expectations surrounding upcoming Fed rate cuts coming on the back of the latest PCE data, chances of a hike instead of a cut, how businesses like US burger chain Wendy's are looking to adopt new business models, interest surrounding AI right now, optimism surrounding the energy sector, as well as what investors should be looking out for as they navigate 2024.

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.

Mark Giambrone, Head of US Equities and Portfolio Manager, Barrow Hanley Global Investors shares his insights on the latest pullback in the markets, crypto markets in the midst of a full-blown rally as Bitcoin briefly touches $64,000 for the first time since November 2021, and how the Presidential Election might affect businesses that have exposure to China.

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.

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group weighs in on what investors should be wary about, whether the good earnings we're seeing will change as consumer confidence levels take a dip, when and if the Fed will continue with a rate cut, as well as the kind of stocks may be pressured if Congress fails to reach an agreement on the budget in due time.

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.

Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on whether stocks and bonds are oversold, current financial conditions and the Fed's journey to tame price pressures, what a sustainable inflation looks like, as well as how investors should be navigating the current bull market. 

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.

Rick Bensignor, President, InTheKnowTrader.com shares his insights on the latest movements for bond yields, when the Fed rate cutes might come and its scale, as well as his playbook for investment allocation for the rest of 2024.

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.

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on where investors should be positioning themselves between bonds and stocks, and whether they should be jumping on the bandwagon of momentum, coming on the back of high interest rates.

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.

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the level of consideration investors should give to the weaker than anticipated retail report when analysing the strength of the US consumer, whether it negates the higher CPI figures, if the timing of the first rate cut matters, and whether the fallout from the Red Sea disruptions can be mitigated by the latest movements in energy prices.

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.

Gregory Branch, Founder & Managing Partner at Veritas Financial Group shares his insights on the latest Valentines' Day spending, whether bullishness in the markets is still holding as a hotter-than-anticipated inflation reading incited a sell-off, vulnerabilities in the market and if we should be expecting meaningful disinflation. 

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Photo/graphics credits: pixabay & its talented community of contributors 

See omnystudio.com/listener for privacy information.

Chuck Lieberman, CIO, Advisors Capital Management shares his insights on the hotter-than-expected January inflation figures, how markets are reacting and if the Fed can still pull inflation back to manageable levels without inflicting too much pain on the broader economy, as well as expectations on small caps in the months ahead.

Presented by: Sean Cheong

Producer: Yeo Kai Ting ([email protected]) 

Photo credits: pixabay & its talented community of contributors 

See omnystudio.com/listener for privacy information.