US Markets Wrap

Nadine Terman, CEO & CIO of Solstein Capital shares her insights on market reactions coming on the back of the Fitch downgrade, positioning for the rest of the year, as well as whether there are signs that investors are flocking back to Japan away from US markets when it comes to capital flow. 

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Kathryn Rooney Vera, Chief Market Strategist at StoneX Group shares her insights on some of the latest corporate earnings reports, non-tech sectors to look at such as the industrials, materials, banks, Fitch Ratings' downgrading the US from AAA, a ranking the nation has held at Fitch since at least 1994 to AA+.

But most importantly, the key data coming up this week, such as July's ADP Non-Farm Employment Change and the Nonfarm Payrolls, to get a closer look at productivity versus labour costs versus wages - factors that will determine if the US can avoid a recession.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Sonu Varghese, Vice President and Global Macro Strategist at Carson Group shares his insights on consumer spending trends coming on the back of the latest earnings season, whether a recession is still expected and the Fed's positioning for the rest of the year.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Tim Davis, Partner, Executive Managing Director, Wealth Manager, of Davis Executive Wealth Management Group at Steward Partners cautions against joining the A.I. craze, where a handful of technology stocks, known as the Magnificent Seven, have led the major averages like the Nasdaq and S&P 500, which characterizes Q2 of the markets.

He also points out what needs to happen for the stock market to continue its upward trend, but there will be potential risks that investors need to be aware of for the second half of 2023 and into 2024.

 

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Tim Urbanowicz, CFA, Head of Research & Investment Strategy at Innovator ETFs shares his insights on the latest Fed rate hike of a quarter percentage point, with another possible increase in September.

What does that mean in the Fed's long fight against inflation?

Is the market's current state of optimism about inflation too premature?

What are the tell tale signs of a potential second wave of inflation from the earnings reports?

Plus why investors in the US are looking at Buffer ETFs over bonds/cash.

 

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Michele Schneider, Chief Strategist, MarketGauge Group makes sense of the recent resilience and worrisome trends in the market, delving on the various factors driving consumer confidence in the face of rising rates and inflation, the impact of A.I. driven companies and the ongoing geopolitical risks on commodities and equities.

Most importantly, she shares her take on how investors can unearth hidden gems by looking at companies that store raw materials in this turbulent market. 

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Are the seemingly positive economic indicators painting a true picture of stability, or are they masking deeper issues?

George Schultze, Founder & Managing Member at Schultze Asset Management, dissects the latest macro data to reveal the truth behind the numbers and the stock market surge, the lingering problems in the banking sector, the alarming rise in bankruptcies and defaults worldwide, and most importantly, why these might signal imminent challenges ahead.

Presented by: Ryan Huang

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Denis Poljak, Partner, Managing Director & Wealth Manager of the Poljak Group Wealth Management at Steward Partners weighs in on how emerging disinflationary forces, Fed policies, and other factors are shaping the bullish landscape while also considering the concerns raised by bears about stretched valuations and potential headwinds.

Presented by: Ryan Huang 

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Will McDonough, Founder and CEO at EMG Advisors shares his insights on potential upside from Tesla becoming a gold standard of sorts for charging, what's moving in the EV space and whether the banking turmoil is over. 

Presented by: Ryan Huang

Producer :Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.

Chartered market technician Jay Woods, Chief Global Strategist at Freedom Capital Markets weighs in on the recent market movements which saw the three major averages- the Dow Jones Industrial Average, the Nasdaq and the S&P 500, all hitting a 52-week high. 

Plus, second-quarter earnings season is off to a strong start amid an outlook that has gained traction after last week’s encouraging inflation data. But what can we make of the recent momentum? What will the Fed do at next week's FOMC meeting?

Presented by: Willie Keng

Producer: Yeo Kai Ting ([email protected])

See omnystudio.com/listener for privacy information.