Explore every episode of the podcast US Markets Wrap
| Title | Pub. Date | Duration | |
|---|---|---|---|
| US Markets Wrap: Fed Rate Bells Ring, Are You Listening? | 18 Dec 2024 | 00:09:18 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: A tale of two markets - Is disinflation fading in the US? | 17 Dec 2024 | 00:09:21 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Is gold shining bright for investors? | 28 Nov 2024 | 00:09:29 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Wall Street pulls back despite softer US GDP Q1 print | 31 May 2024 | 00:09:41 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Nvidia to rally further into its stock split | 30 May 2024 | 00:08:39 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Eye on AI, weight loss drugs, infrastructure | 29 May 2024 | 00:10:11 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Eye on gold, silver and copper | 24 May 2024 | 00:09:19 | |
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
See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Time to invest in more contrarian stocks | 23 May 2024 | 00:09:44 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Positioning after indices, metals hit new highs | 21 May 2024 | 00:09:54 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Profit taking after record highs | 17 May 2024 | 00:09:36 | |
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 See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Stocks hit new records, on track for higher highs | 16 May 2024 | 00:06:57 | |
Ryan Detrick, Chief Market Strategist, Carson Group discusses how it is early stages still for the bull market - which tend to last five years on average. He shares that history suggests investors should be open to potentially more gains for much longer than expected. Presented by: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Will declining profit margins be a concern? | 15 May 2024 | 00:05:49 | |
David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management discusses potential implications for stock prices amid a trend of declining profit margins. He outlines how inflationary pressures, geopolitics and the Fed's interest rate policy leanings will affect markets. Presented by: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Q1 earnings top buzzwords | 14 May 2024 | 00:09:05 | |
Ben Emons, Senior Portfolio Manager, NewEdge Wealth discusses what were the dominant themes in the according to Bloomberg's “transcript analyzer”, what to read into the latest US inflation. resented by: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Will US consumers be spending much this Thanksgiving & Black Friday? | 27 Nov 2024 | 00:08:29 | |
George Schultze, Founder and Managing Member at Schultze Asset Management shares his insights on consumer spending sentiments this Thanksgiving and Black Friday. He also weighs in on how the economic outlook will play into oil prices and how demand is set to move in the coming year ahead. Presented by: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Health of consumer in focus | 10 May 2024 | 00:08:06 | |
Joseph Sroka, Chief Investment Officer, NovaPoint Capital, discusses how the next week's earnings from retailers like Walmart, Home Depot, and Ross Store will steer sentiment as the reporting season hits a lull. He also shares what investors should look out for with the rising demand for data centers. See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Great time to be in bonds for the coupons | 08 May 2024 | 00:08:54 | |
Alexander Morris, Chief Executive Officer, F/m Investments, discusses why investors should look more closely at longer term duration bonds and not to be overly worried about timing their trades perfectly. Presented by: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Increase in Wall Street analysts’ Q2 S&P 500 earnings estimates | 06 May 2024 | 00:08:41 | |
Christine Short, Head of Research, Global Corporate Events at Wall Street Horizon, a TMX Company shares her analysis of how the markets are reacting to the latest earnings season so far, expectations on the upcoming retail earnings parade, as well as promising sectors investors are looking to park their money right now. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: Reuters/Loren Elliott See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Apple unveils record US$110 billion buyback as results beat low expectations; consumer spending shifts | 03 May 2024 | 00:09:25 | |
Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on the latest Apple earnings and trends that shows about consumer spending. He also shares his sentiments surrounding Starbucks and the EV space. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: Reuters/Loren Elliott See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Potential period of stagflation; Will OPEC lose its grip on the global energy market in 2024? | 02 May 2024 | 00:09:05 | |
Chris Weston, Head Of Research, Pepperstone weighs in on what seems to be a potential period of stagflation in the market, how investors can navigate the current market situation, as well as the concern over OPEC losing control over the oil markets in the coming months ahead. 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. | |||
| US Markets Wrap: Why is there value in intermediate term fixed income investments? Plus top 3 conviction calls. | 30 Apr 2024 | 00:09:27 | |
Laila Pence, President & Co-Founder, Pence Wealth Management shares her expert analysis on the sustainability of the strong earnings season, whether Q2 seems even more volatile than Q1, her conviction calls (Streaming Services, Property & Casualty Insurers, Big Tech & AI), why there's value in intermediate term fixed income investments, especially with rates yielding north of 4.5% and the Federal Reserve nearing the end of its hiking cycle. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: unsplash & its talented community of contributors / Alexander Grey See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: China Strategy - Resilience of US consumers and how to build quality exposure | 26 Apr 2024 | 00:07:43 | |
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on policy divergence between the US and China, how Chinese companies are placing a greater emphasis on shareholder returns, in part by increasing dividends and buy-backs, what can investors do to build quality exposure when it comes to investing in China and whether there are specific risks they should look out for. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: unsplash & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Where to look ahead of eventual rate cuts? | 24 Apr 2024 | 00:06:06 | |
David Martin, Founder & Chief Investment Officer at Martin Fund Management LP shares his insights on where else should investors be looking ahead of eventual rate cuts, whether tech giants like Meta Platforms and others will continue to see drops, and if defensive trading is the way to go in the current economic climate. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Is the run over for the seven stocks that drove the lion's share of the stock market rally over the past year? | 24 Apr 2024 | 00:07:10 | |
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on whether the US stock market’s ‘bad breadth’ is making even stalwart bulls nervous, implications of market gains driven disproportionately by a handful of stocks, how investors can approach Magnificent 7 through a different lens, and what the running theme is across the Q1 earnings calls. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: How strong are inflationary pressures right now? | 23 Apr 2024 | 00:06:20 | |
Inflationary pressures was one headwind that came up in every bank call. Consumer Price Index (CPI) for March came in higher-than-expected, showing sticky inflation is still in play and adding to the reasons why the US Federal Reserve may hold off on interest rate cuts again in Q2. Frank Cappelleri Founder and President, CappThesis shares his insights on the latest inflationary pressures, expectations on PCE figures and big earnings set to be released later this week, and whether a demise in big-tech could cause a market crash. Presented by: Willie Keng Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: iStockphoto See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Will the pharmaceutical sector take a hit following Trump's naming of Dr Mehmet Oz to head Centers for Medicare and Medicaid Service? | 26 Nov 2024 | 00:09:27 | |
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the markets are reacting towards Trump's cabinet picks, potential slashing of government funding, as well as his outlook on the economy given the recent rise in yields. Presented by: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Small caps; bonds; where to invest your inheritance; could Wall Street be mistaken that a recent uptick in inflation is an irregularity as opposed to a longer and more worrying trend? | 19 Apr 2024 | 00:10:57 | |
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether Wall Street is mistaken in its hope that a recent uptick in inflation is an irregularity as opposed to a longer and more worrying trend, possible effects of the US, Japan and South Korea consulting closely on foreign exchange market developments, and if the bonds market has the potential to generate positive returns. She also weighs in on whether small cap stocks are on the verge of a negative technical trend, what investors who are deciding where to place their inheritance money in when it comes to investing, and the uncertainties faced by businesses looking for buyers. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Do investors' fixed income allocations reflect their expectations for US monetary policy? | 18 Apr 2024 | 00:08:19 | |
Michele Schneider, Chief Strategist at MarketGauge Group shares her insights on whether investors are catching on to the fact that there are other parts of the market that are doing well, if growth stocks not bleeding is the same as leading, what will get gold to $3000 US dollars an ounce besides war. She also weighs in on which sectors are not liking the higher for longer conversation, and whether investors’ fixed income allocations are reflecting their expectations for US monetary policy. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Will Q1 Earnings Season Turn Markets Around? And are rate cuts are delayed till further notice? | 17 Apr 2024 | 00:07:34 | |
2024 may not be the Year of Change, but we’re seeing some promising Q1 earnings right there this week. Both Bank of America and Morgan Stanley topped expectations. Buybacks and dividend increases were on the rise in Q1. On this episod of US Markets Wrap, Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on whether Q1 earnings season turn markets around? With the Wall Street stocks ending little changed as markets digested mixed economic data and Federal Reserve commentary suggesting interest rates would remain high for longer, Mark also weighs in on whether rate cuts are delayed till further notice, when the Fed is expected to make its next move, how long worries over geopolitical tensions will last, as well as the implications of the faster economic growth in China in Q1 2024. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Have risks shifted from recession to inflation? | 16 Apr 2024 | 00:08:18 | |
Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst at Barrow Hanley Global Investors shares his insights on how long he thinks the temporary pullback we're seeing in the markets will last, whether the oil markets have already priced in the conflict between Iran and Israel and what trouble the Fed is dealing with. During the rare periods where inflation has turned negative due to sharp economic downturns, bonds have outperformed stocks, as measured by the S&P 500 Index. But as inflation levels rise, that dynamic shifts. With that in mind, Mark also does a deep dive on whether risks have shifted from recession to inflation? Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Should investors fear the complexity of emerging markets? | 12 Apr 2024 | 00:08:26 | |
US producer prices increased moderately in March as a rise in the cost of services was softened by a fall in goods prices, calming fears of a resurgence in inflation. The report from the US Labor Department led economists to anticipate milder increases in the inflation measures tracked by the Federal Reserve for monetary policy relative to the strong consumer price readings in March. Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy at Bloomberg LP shares her insights on whether the sell-off following a hot consumer prices report signals hope that we might not see a resurgence in inflation and if investors are too bullish at this point. She also weighs in on the complexities, opportunities and risks posed by emerging markets, whether leading industries are in the process of losing steam, and the direction of the overall market health. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Are Supply Chain Disruptions Contributing To Inflation? | 11 Apr 2024 | 00:05:43 | |
Rainer Michael Preiss, Partner & Portfolio Strategist, DAS Family Office shares his insights on supply chain disruptions and their impact on slowing inflation's retreat, as well as risks set by these disruptions. He also weighs in on whether it's the end of a bull market or just an excuse for investors who have had a lot of gains to take some of that off the table, where people are shifting their money to, if the rise of the US dollar to its highest level against the Japanese yen since mid-1990s will take a toll on Asian currencies. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Photo & Graphics credits: AP, pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: The AI Hype & whether Stormy April will hit Investors’ Nerves? | 09 Apr 2024 | 00:06:14 | |
Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management weighs in on whether the AI hype can power their portfolio to greater heights in the months ahead, interconnectivity between the stormy season in the US of late and markets, as well as whether the risk-reward ratio poor for different reasons than the Fed. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Photo & Graphics credits: AP, pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Gold's glitter looks set to continue | 05 Apr 2024 | 00:07:03 | |
Phillip Streible, Chief Market Strategist, Blue Line Futures shares his insights on whether equities are in a bubble right now, what's driving the stellar performance of gold and if it's going to continue to shimmer, possibility of a reacceleration in inflation on the back of rising energy prices, as well as his playbook as we approach the end of the week. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: "Trees don't grow to the moon." Is a reset of the broad markets on the horizon? | 04 Apr 2024 | 00:07:03 | |
George Schultze, Founder & Managing Member, Schultze Asset Management shares his insights on risks in the economy right now, whether there's optimism in the mega-cap technology space, and if he agrees that the so-called “invincible” stock market of the past five months is the exception, not the norm. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Are dividend growth stocks the best now-and-later approach to boost income and cushion inflation? | 03 Apr 2024 | 00:07:54 | |
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether markets will be able to keep the Q1 momentum going in Q2, if investors should be looking at dividend growth stocks to boost income and cushion inflation, as well as whether it's the right time to invest in the strength of the cyclical equities? Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Will rays of hope at COP29 "Trump-proof" energy markets? | 21 Nov 2024 | 00:09:45 | |
Laila Pence, President & Co-Founder at Pence Wealth Management shares her insights on how things in the oil and gas industry might play out with Donald Trump coming into the picture, potential tax cuts, as well as sentiments surrounding the earnings season. Presented by: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: FOMO vs FOMC. Can stocks keep climbing as the Fed stands still? | 02 Apr 2024 | 00:09:21 | |
Rick Bensignor, President of InTheKnowTrader.com shares his insights on factors driving the risk appetite and momentum of investors right now, effects of potential interest rate changes on stocks, and which sectors are set to benefit with the Dollar expected to go up higher. Presented by: Ryan Huang Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Reuters See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: What's driving the sunny outlook of CEOs and investors? | 28 Mar 2024 | 00:08:01 | |
Christine Short Head of Research, Global Corporate Events Wall Street Horizon, a TMX Company - shares her insights on CEO sentiments, coming on the back of a new Bank of America survey showing that Wall Street’s optimism is at its highest level since January 2022, expected economic releases tied to personal income, consumer spending and the personal consumption expenditures, as well as the next big test for US corporations which will impact CEO and investor sentiment is Q1 earnings season, set to kick off on April 11 when a handful of big banks report. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Congress has its eye on US money going into China. How significant is that for investors? | 27 Mar 2024 | 00:06:32 | |
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether the market is broadening out, significance of greater congressional scrutiny on US investments into China, how much might the US Presidential Election swing consumer confidence in specific sectors in the months ahead and if PCE Core Inflation data coming out later in the week could push the 10-year yields above its highs for the year. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: AFP See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Will sweet Easter baskets come at a bitter cost for consumers & investors this year? | 26 Mar 2024 | 00:09:47 | |
Chris Weston, Head Of Research at Pepperstone shares his insights on why Powell’s words mightier than the Fed’s dot plot, why the CPI is following the 1970s, and how investors are reacting to soaring cocoa prices ahead of Easter. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors
See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Why are Treasury yields following the Trump polls more closely than Biden's? | 22 Mar 2024 | 00:07:38 | |
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on why Treasury yields are following the Trump polls more closely than Biden's, whether a rate cut could widen the underpriced fiscal deficit, cannot be necessarily compensated by the Fed cutting rates when the economy is growing above trend, and how his IPO playbook looks. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Interest rates took the elevator going up but will take the stairs coming down. Is it a net positive overall? | 21 Mar 2024 | 00:08:38 | |
Ben Emons, Senior Portfolio Manager, NewEdge Wealth shares his insights on whether the market will be able to keep its bullishness till the next Fed meeting, and investors' risk appetite in a market powered by megacap technology stocks. He also weighs in on what the Fed is looking out for coming on the back of Fed Chair Jerome Powell's comments that strong hiring in and of itself would not be a reason to hold off on rate cuts, and that wage growth, while still strong, is gradually coming back down to more sustainable levels. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: The case for bit-flation & how vulnerable is it to flash crash dynamics? | 20 Mar 2024 | 00:07:20 | |
Andy Baehr, Head of Product at CoinDesk Indices shares weighs in on whether bitcoin is set to see a further price-drop coming on the back of the latest flash-crash, driving forces behind the climb in crypto shares in recent days, and what his playbook is looking like in the ethereum space. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Why did the US Dollar have a change of heart? | 19 Mar 2024 | 00:07:37 | |
Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the latest rotation into tech, sentiments surrounding the US dollar turning red now that the dust has fully settled over the CPI data that had earlier come in slightly hotter than expected, whether speed of gains in the stock market will see a potential shift in narrative, and whether investors are reading too much into signs of a breakout in crude oil. Presented by: Sean Cheong Producer: Yeo Kai Ting (ykaiting@sph.com.sg) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Calls on property & casualty insurers, weight loss drugs, big tech and AI | 15 Mar 2024 | 00:09:49 | |
Laila Pence, President & Co-Founder of Pence Wealth Management shares her insights on whether investors are rotating to the broader market, as well as the interest around weight loss drugs, AI and insurance. She also weighs in on expectations of a slowdown in the economy and the upcoming FOMC meeting. 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. | |||
| US Markets Wrap: Rotation from tech to small caps underway | 14 Mar 2024 | 00:08:00 | |
Ian McMillan, Market Technician, Client First Tax and Wealth Advisors shares his insights on whether this is a time for investors to take profits, Magnificent Seven starting to lose steam, as well as signs that inflation is slowly moderating. 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. | |||
| US Markets Wrap: Nvidia nearly doubles revenue on strong AI demand & Will crypto continue to smash records? | 21 Nov 2024 | 00:11:22 | |
Rick Bensignor, President of InTheKnowTrader.com shares his insights on the latest price action surrounding Nvidia and what investors should be thinking about; as well as crypto building on higher highs following the re-election of Donald Trump. Presented by: Ryan Huang See omnystudio.com/listener for privacy information. | |||
| US Markets Wrap: Are North American power markets' path to decarbonisation trickier with Chinese EVs in the picture? | 13 Mar 2024 | 00:10:05 | |
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the price war in the EV space with a steady supply of Chinese EVs entering the market, as well as what investors need to look out for if they're looking to diversify their current equity portfolio. 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. | |||
| US Markets Wrap: On the sugar watch, junk bonds dive and big-tech optimism | 08 Mar 2024 | 00:10:56 | |
Michele Schneider, Chief Strategist, MarketGauge Group shares her expert opinions on the inflation return, why she's watching silver, oil and sugar, what junk bonds are telling investors about the risks in the economy, as well as the optimism surrounding big-tech right now even as we see growing calls for Google's CEO to step down. 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. | |||
| US Markets Wrap: An analysis on the Federal Reserve's Beige Book | 07 Mar 2024 | 00:11:13 | |
David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on the possibility of a soft landing, why he's got his eyes on Pfizer, and latest data in the Federal Reserve's Beige Book. 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. | |||