Explore every episode of the podcast US Markets Wrap
| Title | Pub. Date | Duration | |
|---|---|---|---|
| US Markets Wrap: Ignore the Noise - How to Trade the Midterms and Overvalued Tech | 30 avr. 2026 | 00:09:27 | |
Are semiconductor stocks stretched too far? Abe Sheikh, CIO, Cordoba Advisory Partners breaks down the latest market outlook, including why it might be time to short the chip rally and shares where investors can rotate into for better value. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Oil Shock Meets AI Reality Check | 29 avr. 2026 | 00:09:15 | |
Stocks pulled back from record highs as rising oil prices and the shock exit of the UAE from OPEC rattled sentiment. At the same time, concerns over slowing growth at OpenAI hit semiconductor stocks, raising fresh questions about the cost of sustaining the AI boom. Isaac Wakszol, CEO, Activest Wealth Management discusses with Big Tech earnings ahead, is this just a pause or the start of a deeper rethink? Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Record Highs, AI Cracks, and the Geopolitical Gamble | 28 avr. 2026 | 00:09:42 | |
The S&P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability. Mark Giambrone, Head of US Equities and Portfolio Manager at Barrow Hanley Global Investors, to dissect the "Earnings Shield" protecting the markets from a fresh escalation in the Strait of Hormuz and stalled Iran peace talks. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Highs, Lows, and the Hormuz Bottleneck | 24 avr. 2026 | 00:11:34 | |
The markets teased investors with a glimpse of the mountaintop on Thursday, as both the S&P 500 and Nasdaq touched fresh all-time intraday highs before a dramatic reversal left Wall Street in the red. Steven Wieting, Co-Founder and Chief Investment Strategist at The CIO Group shares how he is repositioning his portfolio and his view of where safe havens are now. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Record Highs & Red Flags | 23 avr. 2026 | 00:08:00 | |
Wall Street is celebrating record highs following President Trump's U.S.-Iran ceasefire extension and a stellar earnings season fueled by major beats. However, with the Strait of Hormuz effectively closed and Brent crude surging past $100 a barrel, concerns are mounting over whether equity markets are dangerously complacent about escalating geopolitical risks. Miller Tabak's Chief Market Strategist, Matt Maley discusses if these strong corporate fundamentals can outlast an impending energy shock, or if it is finally time for investors to take chips off the table. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Fragile Calm as Ceasefire Holds | 22 avr. 2026 | 00:11:08 | |
Market sentiment is getting a lift after Donald Trump extended the US-Iran ceasefire. Oil volatility continues to dominate headlines, with prices swinging on every development tied to the Strait of Hormuz and shifting diplomatic signals. Ryan Detrick, Chief Market Strategist, Carson Group discusses whether markets are getting ahead of themselves on hopes for peace, how investors should navigate the turbulence in energy, and what mixed signals from earnings say about the strength of the consumer versus corporate America. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Navigating Global Conflict and AI Spending | 21 avr. 2026 | 00:10:16 | |
José Torres, senior economist, Interactive Brokers breaks down a volatile Monday as Middle East tensions snap the Nasdaq’s historic winning streak. He dives into the record-breaking rotation toward small caps that is bucking the wider market trend, the high stakes of AI capital spending, and Apple’s bombshell leadership change announcement. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Breaking 7,000 - What the Rally Is Really Telling Us | 17 avr. 2026 | 00:11:04 | |
Wall Street is celebrating historic highs as optimism over a potential resolution to the Iran conflict pushes the S&P 500 past the 7,000 mark. The Nasdaq is also riding a massive wave of momentum by notching its longest winning streak since 2009. Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors, dissect what the charts are really saying about this record-breaking rally. He explains whether the tech-heavy momentum is dangerously overextended and reveals if the underlying market breadth actually supports a longer run. We also explore the key technical support levels to watch if upcoming geopolitical talks stumble and discuss exactly how investors should position their portfolios to navigate potential macroeconomic headwinds. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Are markets too complacent? Nasdaq, S&P 500 hit new highs | 16 avr. 2026 | 00:11:03 | |
The S&P 500 and Nasdaq Composite are breaking records and riding massive win streaks, but is the market ignoring the risks right in front of it? Aninda Mitra, Head of Asia Macro and Investment Strategy at BNY Investments discusses a fascinating Wall Street session where the Nasdaq advanced 1.6% to hit 24,016 (marking an 11-day win streak) and the S&P 500 gained 0.8% to close at 7,023. While investors seem buoyed by hopes of a resolution to the Iran war, the Dow shed 72 points, reminding us that the broader economic picture remains complex. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets Climb the Wall of Worry | 15 avr. 2026 | 00:09:12 | |
Stocks pushed higher on Tuesday as investors looked past geopolitical tension and focused on what could still go right. Despite a breakdown in U.S.–Iran peace talks, markets rallied on lingering optimism that a deal remains within reach. The S&P 500 is now within striking distance of its 52-week high, while the Nasdaq surged on continued strength in tech. Names like Oracle, Nvidia, and Palantir led the charge, reinforcing the market’s reliance on big tech momentum. Michele Schneider, Chief Strategist, MarketGauge Group breaks down what’s driving this resilience, whether optimism is justified, and how long this rally can last. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets rebound as hopes build for a US Iran deal | 14 avr. 2026 | 00:10:02 | |
Stocks reversed earlier losses to surge higher as optimism grew around a potential US Iran deal, with tech leading the recovery and erasing war driven declines. Oriano Lizza, Sales Trader, CMC Markets Singapore discusses whether the rally can last, key signals from inflation and earnings, and what to watch from US banks and upcoming China data. Produced/Presented: Ryan Huang
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| US Markets Wrap: The Ceasefire Rally and Q1 Earnings Outlook | 10 avr. 2026 | 00:09:29 | |
US stocks move higher for another session as the U.S. and Iran ceasefire holds steady. IG Market analyst Fabien Yip joins us to discuss the Dow turning positive for 2026 and what the latest PCE data means for your portfolio. She also previews the risks of the Q1 earnings season and the impact of rising oil prices on this recovery. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets Rip on a Two Week Pause | 09 avr. 2026 | 00:10:35 | |
Stocks staged a massive comeback after Donald Trump signaled a temporary halt to attacks on Iran. The Dow surged more than 1,300 points while the S&P 500 and Nasdaq posted sharp gains. Investors are now weighing whether this is a turning point or just a relief rally. Christine Short, Head of Research, TMX Datalinx also digs into bank earnings, IPO momentum, and whether the resilient consumer can keep holding up. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: A Late Diplomatic Twist Lifts Wall Street | 08 avr. 2026 | 00:09:00 | |
The major averages staged a late recovery after reports of a possible Pakistani-brokered delay in U.S. military action against Iran lifted sentiment. However, beneath the headline relief, investors are still navigating fragile geopolitics, mixed sector signals, Fed succession risks, and rising expectations for first-quarter earnings. Joseph Sroka, CIO and Co-Founder of NovaPoint Capital, shares his key market takeaways. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Navigating Oil Shocks, Stagflation Fears, and Where to 'Buy the Dip' | 07 avr. 2026 | 00:10:24 | |
The S&P 500 just logged its worst quarter since 2022, but is the sky really falling, or is this a prime buying opportunity? George Schultze, Founder and Managing Member at Schultze Asset Management unpacks the complex macroeconomic forces driving the latest market session. He shares his insights on the Federal Reserve's "worst-case scenario" of oil-driven stagflation and whether double-digit corporate earnings growth and a projected $700B in AI capital expenditures can keep the fundamentals intact. Produced/Presented: Ryan Huang Image: Gino Crescoli from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Blasting Back to Peace? The High Stakes of a Ceasefire | 02 avr. 2026 | 00:10:01 | |
Stocks rallied while oil prices dipped below $102 as President Trump signaled a potential U.S. withdrawal from Iran within weeks, contingent on the reopening of the Strait of Hormuz. Lawrence Hatheway, Global Investment Strategist, Franklin Templeton Institute discusses whether current valuations have already priced in a resolution. Produced/Presented: Ryan Huang Image: Pexels from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Bullish Resilience - Navigating the Iran Peace Rally | 01 avr. 2026 | 00:09:50 | |
Laila Pence, President & Co-Founder, Pence Wealth Management breaks down the explosive market surge as the Dow climbs over 1,100 points on reports of a potential de-escalation in the Iran conflict. She explains why current market corrections represent a rare buying opportunity, the surprising strength of corporate earnings despite the war, and how massive AI capital expenditures re poised to drive generational productivity. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Tech’s Tumble, Micron’s AI Paradox, and the SpaceX Orbit | 31 mars 2026 | 00:09:55 | |
Volatility is back with a vengeance. Steve Sosnick, Chief Strategist at Interactive Brokers breaks down a turbulent Monday on Wall Street as the S&P 500 slipped for its third straight session, settling at 6,344 — now more than 9% off its recent closing highs. While the Dow managed a slight gain, the Nasdaq bore the brunt of the selling, sliding 0.7% as investors grappled with a "higher-for-longer" reality. Despite Federal Reserve Chair Jerome Powell’s attempts to soothe the market, surging oil prices and a steep 1% drop in the tech sector sent the VIX, Wall Street’s "fear gauge", piercing through the 30 level for the first time in a year. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Volatility Returns as Oil Climbs, Ceasefire Doubts Rise | 27 mars 2026 | 00:10:09 | |
Markets took a hit as oil prices surged and nerves crept back in. Tech stocks led the drop, pushing the Nasdaq into correction territory. There’s still a lot of uncertainty around a ceasefire and where inflation goes next. Mark Giambrone, Head of US Equities and Portfolio Manager, Barrow Hanley Global Investors shares how he’s navigating the swings. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Ceasefire Hopes Lift Markets but Reality Lurks | 26 mars 2026 | 00:09:17 | |
US stocks climbed as hopes of a U.S.–Iran ceasefire cooled oil and lifted sentiment, but the situation on the ground remains far from resolved. With troop deployments reportedly in the pipeline and tensions around the Strait of Hormuz unresolved, markets may be underpricing geopolitical risk. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Market Pullback and Ceasefire Hopes | 25 mars 2026 | 00:08:13 | |
With the Iran war now stretching into its fourth week, President Trump has indicated that the US is in active negotiations and the other side wants to make a deal. Kyle Rodda, Senior Financial Market Analyst at Capital.com discusses whether a ceasefire is truly realistic, and also dives into the continued energy disruptions, climbing costs, and the surprising reasons behind a weaker gold market. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Pulling Back From The Brink | 24 mars 2026 | 00:08:49 | |
Stocks surged Monday as news of potential U.S. and Iran talks offered a lifeline to a market teetering on the edge of a correction. Ryan Detrick, Chief Market Strategist, Carson Group discusses whether this massive relief rally signals a genuine recovery or a temporary head fake. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets on edge as oil spikes and the Fed drama deepens | 20 mars 2026 | 00:09:03 | |
Wall Street trims steep losses as investors track fresh developments in the Iran conflict and volatile oil prices. Alex Morris, CEO, F/m Investments discusses how close crude is to a tipping point that could start hurting the broader U.S. economy and portfolios. In Washington, tensions swirl around the Fed as rising inflation collides with political gridlock on rates Plus, the overlooked side of the AI boom and why infrastructure could be the real trade ahead. Produced/Presented: Ryan Huang Image: Gino Crescoli from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets stumble as inflation fears return and the Fed holds its nerve | 19 mars 2026 | 00:09:32 | |
Wall Street tumbles as fresh data and signals from Jerome Powell reinforce fears that inflation will stay higher for longer. The Dow Jones Industrial Average breaks key levels, deepening concerns about a broader market reset. With the Federal Reserve still eyeing just one rate cut, doubts are growing over whether policy is already behind the curve. Ben Emons, Chief Investment Officer, FedWatch Advisors unpacks rising stagflation risks, the impact of surging oil, and what investors should do as volatility picks up. Produced/Presented: Ryan Huang Image: USD Dollar 3D Animation Production Company from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Crude Awakening How Oil and the Fed Are Driving the Markets | 18 mars 2026 | 00:08:59 | |
Steve Sosnick, Chief Strategist, Interactive Brokers breaks down a wild trading session and looks past the headlines to understand what is truly moving Wall Street. Stocks recently tried to bounce back after a dip in crude prices, but the shadow of global geopolitics and energy infrastructure attacks continues to loom large over the markets. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Options Markets Signal Rising Iran Risk | 13 mars 2026 | 00:12:23 | |
Chris Weston, Head of Research, Pepperstone, shares his thoughts on whether the market has shifted its timeline for the duration of the Iran war; the implications of equity markets rotating into defensive plays; the sectors most vulnerable to margin pressures should oil prices remain elevated; and why gold hasn't rallied despite the geopolitical risks. Produced & Presented by: Emaad Akhtar See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Oil Surges Even as the IEA Opens the Tap | 12 mars 2026 | 00:09:17 | |
Oil prices surged even after the International Energy Agency announced its largest-ever release of strategic reserves. The Dow Jones Industrial Average fell as investors weighed the economic fallout from the disruptions around the Strait of Hormuz. Michele Schneider, Chief Strategist, MarketGauge Group discusses how transport stocks could signal deeper economic stress. She also explores whether with inflation cooling but energy rising, could the Federal Reserve face a new policy dilemma? Produced/Presented: Ryan Huang Image: tetracarbon from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Geopolitics shakes markets but investors hold steady | 11 mars 2026 | 00:10:24 | |
Oil prices have pulled back after an earlier surge driven by fears the Iran conflict could disrupt shipments through the Strait of Hormuz. Crude briefly approached $120 a barrel before retreating as traders bet governments could release emergency reserves to offset potential supply shocks. Confusion over a social media post suggesting a tanker had been escorted through the strait, later contradicted by the White House, added to the volatility. Reports that Iran could be preparing to deploy mines in the vital shipping lane have kept markets on edge even as stocks staged a rebound. Josh Gilbert, Market Analyst, eToro explore the return of the geopolitical risk premium and what it means for investors. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets Whipsaw on Iran Headlines | 10 mars 2026 | 00:08:42 | |
US markets staged a dramatic turnaround after early losses of nearly 900 points in the Dow, closing higher as signals emerged that tensions with Iran may be easing. Matt Maley, Chief Market Strategist, Miller Tabak breaks down what drove the reversal, whether oil markets overreacted to worst-case scenarios, and how investors should interpret geopolitical headline risk. Produced/Presented: Ryan Huang Image by Mohamed Hassan from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets Slide as Oil and Geopolitics Return to the Forefront | 06 mars 2026 | 00:10:30 | |
US stocks turned lower as a sharp rally in oil renewed worries about inflation and growth. The Dow led the losses while investors rotated out of cyclical industrial names. Mel Siew, portfolio manager (Asia public credit), Muzinich & Co discusses what he's looking out for in the upcoming February US jobs report for signs that hiring trends are shifting. At the same time China’s lower growth outlook highlights a changing global economic backdrop. Image: Gerd Altmann from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Wall Street Bounces Back as Tech Leads the Charge | 05 mars 2026 | 00:06:36 | |
US stocks rebounded as easing oil prices and stronger economic data calmed fears of a growth scare. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Strait of Hormuz Fears Grip Global Markets | 04 mars 2026 | 00:08:16 | |
Stocks tumbled in another volatile session as fears of a prolonged U.S.-Iran conflict rattled investors, even after comments from US President Donald Trump sought to reassure markets about energy flows through the Strait of Hormuz. Dilin Wu, Research Strategist, Pepperstone discusses why oil risks may be skewed to the upside, why gold has not surged as expected, and whether the stronger US Dollar Index has further room to run. With nonfarm payrolls ahead, can economic data still move markets, or will geopolitics continue to dominate risk sentiment across equities, crude and currencies? Produced/Presented: Ryan Huang Image: Pawel Grzegorz from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Buying the Dip in a War Scare | 03 mars 2026 | 00:09:43 | |
U.S. stocks clawed back from steep losses after strikes involving the U.S., Israel and Iran rattled markets, with the S&P 500 finishing just above flat as oil prices eased and investors piled into mega cap tech names like Nvidia and Microsoft. José Torres, senior economist, Interactive Brokers discusses whether the slide toward 2026 lows was a buying opportunity or a justified repricing of geopolitical risk. At what point does elevated crude, potential supply disruption from Iran and shifting inflation expectations threaten the bull market and force the Federal Reserve to rethink rate cuts. Produced/Presented: Ryan Huang Image: Mohamed Hassan from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Volatility Rising - Are Investors Rebuilding Cash? | 27 févr. 2026 | 00:10:09 | |
U.S. stocks slipped despite earnings beats from Nvidia and Salesforce, with the S&P 500 and Nasdaq Composite pulling back as chip stocks sold off. Deborah Cunningham, CIO of Global Liquidity Markets at Federated Hermes talks about shifting investor sentiment and whether volatility is driving a move back into cash and liquidity instruments. How are tariff risks and geopolitical tensions influencing short-term positioning? And what do recent developments at Blue Owl mean for private credit and liquidity risk?
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| US Markets Wrap: AI Spending, Tariffs & the Next Leg for U.S. Markets | 26 févr. 2026 | 00:10:17 | |
U.S. equities pushed higher ahead of Nvidia earnings, as investors reassess AI valuations and hyperscalers’ capex race. Todd Rabold, Investment Management Partner, Callan Family Office discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means for rate cuts this year. He also looks at the real opportunities may lie beyond mega-cap tech, from energy infrastructure to small caps and emerging markets. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: AI Relief Rally - AMD’s Breakout, Meta’s Bet, and the Software Comeback | 25 févr. 2026 | 00:09:09 | |
U.S. markets rebounded sharply as fears of AI-driven disruption eased, lifting the S&P 500, Nasdaq, and Dow in a broad relief rally. A blockbuster multiyear partnership between Advanced Micro Devices and Meta Platforms — including up to 6 gigawatts of GPUs and a potential 160 million-share warrant — reignited the AI capex narrative and raised fresh questions about competition with Nvidia. Meanwhile, software names like Salesforce, ServiceNow, and DocuSign bounced as investors reconsider whether AI is a threat or a tailwind. Ryan Detrick, Chief Market Strategist, Carson Group breaks down whether this is just a relief rally, what it means for the AI arms race, and how global tariffs and industrial names like John Deere fit into the bigger macro picture. Produced/Presented: Ryan Huang Image: Geralt via Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: When AI Anxiety Meets Tariff Turbulence | 24 févr. 2026 | 00:09:11 | |
US stocks slid sharply as AI disruption fears and renewed tariff tensions under President Donald Trump rattled sentiment, pushing the S&P 500 back into negative territory for 2026. Heavyweights like IBM, Microsoft and CrowdStrike led the decline amid fresh competition from Anthropic. Fabien Yip, Market Analyst, IG breaks down the Supreme Court tariff implications, the close of US Q4 earnings with focus on Nvidia, and more. Image: Alexandra_Koch from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Inflation Patience, Retail Caution, and Geopolitical Risk | 20 févr. 2026 | 00:09:08 | |
U.S. stocks pulled back, leaving the S&P 500 hovering near flat for the year as investors rotated out of financials and kept a close eye on simmering tensions between the United States and Iran. Steve Sosnick, Chief Strategist, Interactive Brokers examines mixed corporate signals from Walmart and Deere & Company, and what they reveal about the consumer and cyclical outlook. With the Personal Consumption Expenditures Price Index expected to edge higher, we ask whether inflation is stalling — and if markets are too optimistic on rate cuts. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Navigating AI Frenzy and Market Divergence in 2026 | 19 févr. 2026 | 00:08:30 | |
David Abella, Director of Investments, GoalVest breaks down the latest moves in the U.S. stock market. The S&P 500 climbed on tech gains while the equal-weight index outperformed signaling a shift in leadership. We explore where smart money is rotating in technology, how AI is driving capital expenditures and which sectors could benefit. David also shares insights on earnings trends market valuations and potential triggers for volatility along with strategies for dividends international markets and hedges like gold. Produced/Presented: Ryan Huang Image: Frank Rietsch from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: When AI Becomes the Market’s Biggest Risk | 13 févr. 2026 | 00:09:24 | |
Wall Street tumbled as investors shifted from cheering AI’s promise to fearing its disruption, with the Dow plunging 670 points and tech and software stocks extending steep losses. From financials to freight and real estate, concerns over job losses and squeezed profit margins rattled sentiment, even as some strategists argue the selloff may be overdone. Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors unpack the volatility, defensive rotation into staples, and what the upcoming inflation data could mean for markets next. Produced/Presented: Ryan Huang Image: Frank Rietsch from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Retail Reality Check as Wall Street Splits | 11 févr. 2026 | 00:07:34 | |
Matt Maley, Chief Market Strategist, Miller Tabak looks at the US markets sending mixed signals as softer retail sales rattled confidence in the consumer outlook. The S&P 500 and Nasdaq slipped amid pressure on major retailers and fresh worries about AI’s impact on finance, while the Dow defied the gloom to notch another record close above 50,000. Produced/presented: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets Climb with Tech in Focus | 10 févr. 2026 | 00:09:06 | |
Markets opened the week on a strong note as technology stocks drove gains across major indexes. The S&P 500 rose for a second consecutive day while the Dow hit a record close. Nvidia and Broadcom continued their rally and Oracle surged after an analyst upgrade fueled by AI optimism. Kyle Rodda, Senior Financial Market Analyst at Capital.com looks at how investors are positioning for the delayed January jobs report following weak ADP numbers and await a fresh round of earnings releases. He also breaks down Japan's sharp rise in the stock market following a resounding election win by PM Sanae Takaichi. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Tech Takes the Hit as Wall Street Loses Its Nerve | 04 févr. 2026 | 00:09:45 | |
A renewed sell-off in technology stocks pulled the S&P 500 lower and sent the Nasdaq down 1.5 percent, with Advanced Micro Devices among the notable laggards. The Dow managed to rise, but the overall tone remained defensive. Crypto markets mirrored the caution, as bitcoin dropped more than 3 percent after breaking below the $73,000 mark. José Torres, senior economist at Interactive Brokers discusses what investors are concerned about most now. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Tech Selloff and Dollar Signals | 04 févr. 2026 | 00:10:10 | |
The S&P 500 pulled back as investors rotated out of tech stocks, while the Dow briefly touched a new record. The Nasdaq slipped further with heavy losses among the Magnificent Seven and software names. Dilin Wu, Research Strategist, Pepperstone explores what’s happening in precious metals, with gold and silver stabilizing after a correction and technical factors supporting short-term rebounds. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Dollars, Data and Deals | 30 janv. 2026 | 00:08:50 | |
Daniel Tan, Portfolio Manager, Grasshopper Asset Management breaks down the Fed’s rate decision, the dollar outlook, and where equities, Asian markets and gold could move next. He looks at how AI spending by tech giants is reshaping opportunities and which sectors and regions are set to outperform.
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| US Markets Wrap: S&P 500 Hits 7,000 as the Fed Stands Firm | 29 janv. 2026 | 00:08:21 | |
The S&P 500 briefly crossed the historic 7,000 mark before pulling back after the Federal Reserve left interest rates unchanged at its January 2026 meeting. With the Fed upgrading its growth outlook while acknowledging inflation remains elevated, Ben Emons, Chief Investment Officer, FedWatch Advisors looks at why policymakers chose to pause and what it signals about the health of the economy. He explores what steady rates mean for consumers and businesses, and how rising political scrutiny of Fed Chair Jerome Powell could influence perceptions of central bank independence. Produced/Presented: Ryan Huang Image: 3D Animation Production Company from Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Wall Street Hits New Highs as Big Tech Takes Center Stage | 28 janv. 2026 | 00:10:37 | |
US markets pushed into record territory overnight, with the S&P 500 and Nasdaq hitting fresh highs as investors piled back into Big Tech ahead of a crucial earnings wave. While Apple and Microsoft led gains, a sharp sell-off in UnitedHealth dragged the Dow lower, highlighting widening performance gaps across the market. With the Federal Reserve set to deliver its first rate decision of the year and heavyweight earnings from Meta, Microsoft, Tesla, and Apple coming up, Fabien Yip, Market Analyst, IG, breaks down what to watch, how earnings could shape sentiment, and why recent volatility in the dollar, yen, and Aussie dollar matters for global markets. Produced/Presented: Ryan Huang Image: Geralt via Pixabay See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets at a Crossroads in a Big Earnings Week | 27 janv. 2026 | 00:10:28 | |
US markets kick off a pivotal week on a steady note, with stocks rising as investors weigh fresh political headlines, looming tariff risks and a packed calendar of earnings and central bank decisions. With GDP growth running hot, profit margins at record highs and big tech earnings back in focus, the question is whether this rally can finally broaden beyond AI leaders. Todd Rabold, Investment Management Partner at Callan Family Office, unpacks the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Markets Climb as Geopolitical Fears Ease | 23 janv. 2026 | 00:09:24 | |
Stocks extended their rally as trade tensions with Europe eased, lifting the Dow 300 points and pushing the S&P 500 and Nasdaq higher, fueled by Nvidia, Microsoft, and Meta. David Abella, Director of Investments with GoalVest, discusses rich valuations, tech bubble fears, and potential tariff shocks as well as why there is now a "mountain of worry" ahead in 2026. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Wall Street Rebounds & Gold Hits Record Highs | 22 janv. 2026 | 00:11:22 | |
After a rocky start to the week, US stocks surged as President Trump dropped plans for extra tariffs on European nations opposing his Greenland strategy. The S&P 500 and Nasdaq each climbed 1.2%, recovering from their biggest single-day declines since October. Meanwhile, gold extended its rally, surpassing $4,800 an ounce, as investors sought safety amid lingering trade tensions and global uncertainty. Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors explores whether gold’s momentum can continue into 2026, as well as where investor flows are rotating to.
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