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US Markets Wrap
US Markets Wrap episodes
- US Markets Wrap: What's weighing on consumer strength?
Uma Moriarity, Senior Investment Strategist & Global ESG Lead at CenterSquare Investment Management shares her insights on how Treasury yields are moving, consumer recovery, as well as whether there is still upside on the AI run.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
11 min - US Markets Wrap: Is it a good time to be taking profits now?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services weighs in on whether it's a good time to be locking in profits now, undervalued sectors such as communications and real estate, the AI frenzy, as well as whether the China reopening story is set to take flight later this year.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
11 min - US Markets Wrap: "In our portfolios, we're staying invested trying to keep calm and carry on through the next couple of months," says Lauren Goodwin from New York Life Investments
Lauren Goodwin, Senior Director for Multi-Asset Solutions at New York Life Investments shares her insights on expectations of a recession, whether there's a disconnect between what the markets are trying to price in and what the Fed is saying, as well as how she sees markets playing out, coming on the back of rising bond yields.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Will recent economic data force policymakers into more aggressive stimulus in Q2?
Cameron Brandt, Director of Research at EPFR shares his insights on inflation numbers, market momentum on the back of uncertainty on the political developments, and whether investors are moving towards gold, hedging against inflation.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
11 min - US Markets Wrap: Is the US consumer resilient?
Phillip Streible, Chief Market Strategist, Blue Line Futures weighs in on the resilience of the US consumer, whether China's deflation will move over to the US, and movements in the gold, silver and copper space.
Presented by: Sean Cheong
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
10 min - US Markets Wrap: Has a soft landing become the latest narrative?
Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management provides insights on investors' sentiments surrounding an earlier tech rally, consumers' willingness to spend against a mixed batch of inflation reports and how China's deflation is set to impact the US manufacturing sector.
Presented by: Sean Cheong
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
11 min - US Markets Wrap: What gold demand tells us about inflation; AI rally momentum; oil prices
Paul Wankmueller, Director of Business Development at Martin Fund Management shares his insights on the latest US inflation numbers and what that means for gold investors, whether the strong momentum from solid tech names will continue holding up, as well as oil prices.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
11 min - US Markets Wrap: Is the US debt downgrade taking wind out of market sails?
David Lundgren, Founder & Chief Market Strategist at MOTR Capital Management & Research weigh in on how markets are moving against earnings, whether investors should be concerned that US debt downgrade seems to have taken some wind out of sails from markets, and trends in the AI space.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
9 min - US Markets Wrap: What's driving the markets' outperformance?
Rainer Michael Preiss, Partner & Portfolio Strategist at DAS Family Office shares his insights on what's driving investor optimism building up in the markets and the big AI theme right now, attractiveness of China investments against the backdrop of talks on potential stimulus measures, as well as how it stacks against interest in Japan.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
8 min - US Markets Wrap: The very worst of the pain from monetary tightening from the higher interest rates is only just starting to trickle down in a really meaningful way, says Sophie Lund-Yates from Hargreaves Lansdown
Sophie Lund-Yates, Lead Equity Analyst at Hargreaves Lansdown weighs in on the extended sell-off, Fitch Ratings downgrade, consumer spending and whether Apple is impressing investors enough, as well as the tech rally so far.
Presented by: Ryan Huang
Producer: Yeo Kai Ting ([email protected])
See omnystudio.com/listener for privacy information.
11 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.