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US Markets Wrap

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.
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17 Jan 2025 · 9m 53s
US Markets Wrap: Could Trump's policies be inflationary? Investors are holding their breaths.
Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on what investors are worrying about as major averages give up gains in recent weeks; Apple had fallen to third place in terms of smartphones sold in China in 2024, behind homegrown manufacturers Vivo and Huawei; how he would factor in Donald Trump's support for Elon Musk as a potential tailwind for Tesla; as well as how markets are pricing in Donald Trump's upcoming entrance to the White House for a second term.  Dave also shares his insights on what's expected of Trump's playbook compared to his first term, and implications of the resilient US economy on Trump's second term with regards to where markets are headed in the coming days. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Brandon Bell/Getty ImagesSee omnystudio.com/listener for privacy information.
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16 Jan 2025 · 9m 28s
US Markets Wrap: How much will the Gaza ceasefire deal lift market sentiments? What opportunities are there beyond the Magnificent Seven?
Vincent Ee, Head of Investments, Asia at Schroders Wealth Management shares his insights on how the latest developments surrounding the Gaza ceasefire are set to uplift markets, a positive earnings season, opportunities outside of the Magnificent Seven, and whether AI will deliver on its promise. He also weighs in on what investors are keeping their eyes on as we near Trump's inauguration.  Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Alex Brandon/AP; Getty Images; Alice Morgan / InvestopediaSee omnystudio.com/listener for privacy information.
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15 Jan 2025 · 10m 15s
US Markets Wrap: Insights on Meta; Tiktok; Elon Musk; and Gold Prices
Ryan Detrick, Chief Market Strategist at Carson Group weighs in on the latest news surrounding the potential sale of TikTok in the US to Elon Musk and whether Meta's job cuts reflects what's happening in the broader tech sector. He also shares insights on whether we should be expecting a stronger greenback and how that might affect gold prices in the year ahead. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Roberto Schmidt/AFP/Getty Images; NurPhoto via Getty Images; Allison Robbert/ReutersSee omnystudio.com/listener for privacy information.
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14 Jan 2025 · 11m 10s
US Markets Wrap: Will US markets keep rising under Trump?
Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on the shaky start markets had so far in January, how movements by the 10-year yields could affect the rest of the asset classes, whether it's too late to jump on the gold and bitcoin bandwagon, nd why institutional investors seem to be flocking to Israel. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Doug Mills/The New York TimesSee omnystudio.com/listener for privacy information.
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10 Jan 2025 · 8m 31s
US Markets Wrap: Will tech stocks edge higher? Wavering bond yields; Uncertainty in the Gilts & Key Watch-list for 2025
Ben Emons, Chief Investment Officer, FedWatch Advisors shares his insights on the wavering of bond yields in the latest session and whether uncertainty in the Gilts remains a blueprint for the US debt ceiling. He also weighs in on whether tech stocks continue edging higher in 2025 after hitting record highs in 2024, reactions to Jensen's speech and what's on his key watch-list this year. Presented by: Emaad AkhtarProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: pixabay & its talented community of contributors  See omnystudio.com/listener for privacy information.
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9 Jan 2025 · 10m 13s
US Markets Wrap: Latest in FOMC minutes; US economy resilience; consumer sentiments in the next earnings season; Magnificent Seven
Christine Short, Vice President of Research, Wall Street Horizon shares her takeaways from the latest FOMC minutes, what's playing out with regards to the data and whether the US economy is as resilient as it looks. She also weighs in on consumer sentiments might pan out over the next earnings season, sectors that could see impacts from tariff changes, and the current deal with the Magnificent Seven. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Al Drago/BloombergSee omnystudio.com/listener for privacy information.
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8 Jan 2025 · 7m 27s
US Markets Wrap: Technical trajectory for US markets & where should investors look?
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his insights on what's driving optimism in the markets' earlier strength, longer term trends of all of the sectors relative to the S&P, how upcoming movements by the Fed could impact equity performance and investor sentiments, as well as views on small cap stocks compared to the large cap stocks, which have been dominating since 2024. Presented by: Willie KengProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: pixabay & its talented community of contributors  See omnystudio.com/listener for privacy information.
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7 Jan 2025 · 8m 27s
US Markets Wrap: Do stocks still have considerable up room or not?
Rick Bensignor, President, InTheKnowTrader.com shares his insights on the latest trading sessions and whether there's set to be pullback. He also weighs in on his expectations with the new Trump administration coming into office and the upcoming FOMC meeting. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: pixabay & its talented community of contributors  See omnystudio.com/listener for privacy information.
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3 Jan 2025 · 9m 08s
US Markets Wrap: Billion-dollar Investment Themes for 2025 - Big tech, Geopolitical concerns; US Dollar; 10-year Treasury bond yields
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on big tech moves, concerns coming on the back of geopolitical uncertainties, US 10-year Treasury bond yields, strength of the US Dollar and where money is flowing. Presented by: Ryan HuangProduced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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31 Dec 2024 · 8m 07s
US Markets Wrap: Policy Uncertainty and the Dollar; 2025 earnings forecast; Stephen Miran’s effects on US tariffs; Airline markets & Sectors to watch out for
Matt Maley, Chief Market Strategist, Miller Tabak shares his assessment on how the market has fared through 2024 and if we will see earnings rise in 2025; effects that Stephen Miran will have on the markets; and whether recent airline incidents involving Boeing jets will be short-lived or will if they will set the tone for airline markets in the new year. He also weighs in on top concerns for 2025, as well as sectors that could take a toll versus sectors he's liking right now. Presented by: Emaad AkhtarProduced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
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