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US Markets Wrap
US Markets Wrap episodes
- US Markets Wrap: With rate cuts on the table, how should investors reallocate exposure?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on the Magnificent Seven, how the market is pricing in on small, mid and bigger cap stocks, whether 2024 will be a year of normalisation and the areas of focus on investors' minds as the Fed signals rate cuts in the coming months.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Should I stay or go? A deep dive into how global tensions are churning markets.
Ben Emons, Senior Portfolio Manager at NewEdge Wealth weighs in on the rocky start for markets in the first few days of the new year, impact of global uncertainties and conflicts on the oil sector, expectations of Fed rate cuts and what's on his playbook in 2024.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: All about wages; US economy; Fed; whether the AI buzz will die on euphoria & how the bank story will unfold in 2024
Cole Smead, CEO & Portfolio Manager, Smead Capital Management shares his insights on the economy and wages, Fed movements and rate decisions, whether the AI buzz will die down, and how 2024 looks like for banks as interest rates get pushed down.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Are investors leaning more to small caps or riding the Magnificent 7 momentum?
Sonu Varghese, Vice President & Global Macro Strategist at Carson Group shares his insights on the mixed performance investors are seeing in the markets right now, how much the small caps performance reflect how the US economy is faring and investors' risk appetite for cryptocurrency as bitcoin celebrates its 15th birthday today.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: Will consumers continue to revenge spend in 2024?
Michele Schneider, Chief Strategist at MarketGauge Group shares her expert analysis on whether investors should be expecting a positive spillover effect in the tech sector in the new year, how lower rates in 2024 will drive consumer spending trends, energy prices, as well as names that are on the top of her radar as we ring in the new year.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
11 min - US Markets Wrap: What's driving earnings growth?
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on the factors that are driving earnings growth, production gains on the AI front, and how investors should get ready for the new cycle of normalisation.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: Dramatic moves in the bond markets & how the 2024 US Presidential Election is set to move markets
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the topsy turvy moves we're seeing in the bond markets as investors react to rate hikes this year, whether there's a disconnect between investors and what the Fed is signalling for 2024, and how the US Presidential Election is set to move markets.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Did the Fed policy meeting give Santa the green light to rally?
Cameron Brandt, Director of Research, EPFR shares his insights on how markets are reacting to the last Fed policy meeting so far, how the energy sector is set to sail in the coming year ahead, given the latest developments in the Middle East and Red Sea, as well as where the money flow is going next year?
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
8 min - US Markets Wrap: Did the Fed do itself a disservice & where's the Grinch this Christmas?
Gregory Branch, Founder & Managing Partner at Veritas Financial Group shares his analysis of how markets are pricing into the Fed's latest moves and drop in yields on 10-year Treasury notes.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Should investors shift their playbooks around for 2024?
Rainer Michael Preiss, Partner & Portfolio Strategist at DAS Family Office shares his insights on whether investors need to be thinking about shifting their playbooks around, and how stocks are moving for the tech and oil sectors.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
7 min
About US Markets Wrap
From the publisher's feed
As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.