US Markets Wrap – Détails, épisodes et analyse

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on potential Fed moves at the upcoming FOMC meeting and how that might affect the financial sector, moving out of some old economy stocks towards technology with Donald Trump coming into office, and whether investors should be expecting a Santa Claus rally this year.

Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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David Dietze, Managing Principal, Peapack Private shares his insights on the mixed picture that we're seeing ahead of the upcoming Fed meeting, whether it's time to take money off the table, where the bitcoin game stands at the moment, as well as his shopping list for stocks this Christmas.

Presented by: Ryan Huang
Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

See omnystudio.com/listener for privacy information.

Chris Weston, Head Of Research at Pepperstone shares his insights on whether potential tariffs have been priced in for the gold sector, if there should be concern over inflation resurgence in the US, and whether we are looking at more of a rotation towards a value and if this trend can continue.

Presented by: Yeap Jun Rong
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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Kyle Rodda, Senior Financial Market Analyst, capital.com discusses why weaker economic data did not seem to help propel markets this time, what expectations are being priced into the Fed's preferred gauge of inflation - the PCE Index, and where to look for opportunities.

Produced/Presented by: Ryan Huang
Graphics credits: pixabay & its talented community of contributors 

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Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his view on how much momentum is left behind Nvidia which is reaching closer to his target prices sooner than expected. He also looks at how the recent Technology rally has disguised some of the underperformance in important sectors like Healthcare.

Produced/Presented by: Ryan Huang

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Laila Pence, President, Pence Wealth Management discusses why her top conviction picks are in Big Tech, AI & semiconductors, weight loss drugs as well as infrastructure. She also takes stock on the Magnificent 7's rally and what's next for them. 

Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 
Graphics credits: pixabay & its talented community of contributors 

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Phillip Streible, Chief Market Strategist, Blue Line Futures discusses how a commodities supercycle is poised to support prices of metals such as gold, silver and copper even higher.

Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 
Graphics credits: pixabay & its talented community of contributors 

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Dave Sekera, Chief US Market Strategist, Morningstar Research Services discusses which parts of the market are looking undervalued, how much more upside Nvidia might have after a strong run and solid Q1 results, as well as sectors he is keeping away from.

Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 
Graphics credits: pixabay & its talented community of contributors 

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Michele Schneider, Chief Strategist, MarketGauge Group discusses why new highs in the market indices and the metals is not a time to abandon these asset classes. She also explains her stock picks: Alibaba and Coinbase.

Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 
Graphics credits: pixabay & its talented community of contributors 

See omnystudio.com/listener for privacy information.

Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital discusses how much further US stocks could pull back. He also shares what Walmart's earnings beat tells us about the US economy.

Produced/Presented: Ryan Huang

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