US Markets Wrap

Andy Baehr, Managing Director at CoinDesk Indices shares his insights on potential spillover effects the Fed might have on crypto markets, whether we're looking at a more bullish October in the bitcoin space, and if the US is losing its standing as a cryptocurrency market as we see some interest from US blockchain projects slowly moving towards Europe.

Presented by: Willie Keng

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management weighs in on whether rates are expected to go higher against a hot GDP and tight housing market, how the yield curve is panning out, potential implications of the US government shutdown on the markets, as well as key opportunities to look out for. 

Presented by: Willie Keng

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst, Barrow Hanley Global Investors weighs in on how much higher rates might go, implications of a higher inflation on the American economy and whether the AI boom continues to be a bright spot.

Presented by: Willie Keng

Producer: Yeo Kai Ting ([email protected])

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Nadine Terman CEO & CIO, Solstein Capital shares her insights on what's driving the markets as we head closer to a potential US Government shutdown, whether the recent big moves in duration bonds are signalling the start of a rally, and her advice on whether investors should be keeping short or long.

Presented by: Willie Keng

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Chuck Lieberman, Chief Investment Officer & Managing Partner at Advisors Capital Management shares his insights on the implications of current higher rates on the markets, and how multi-year high treasury yields will impact the inverted yield curve?

Presented by: Willie Keng

Producer: Yeo Kai Ting ([email protected])

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Andrew Krei, Co-chief Investment Officer at Crescent Grove Advisors weighs in on the market impact and wider implications on areas such as housing and inflation, as Fed Chair Jerome Powell suggests that the US economy is not out of the woods, and that a recession remains a possibility.

Presented by: Willie Keng

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments shares her take on the mood around Wall Street as investors await the FOMC meeting, rising energy costs, implications of the elevated rates for the markets and US Dollar, as well as optimism surrounding the AI space.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

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Mark Matthews, Managing Director & Head of Research Asia at Julius Baer weighs in on how markets are pricing in ahead of the September Fed meeting and the chance of a November rate hike.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

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David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on how markets are moving amid the nagging inflation, as well as an outlook on the auto sector. 

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

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Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares insights on the driver behind the hotter than expected CPI, whether the Fed will leave rates elevated for longer and what they'll be watching out for ahead of the FOMC meeting next week.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.