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.
Episodes
David Abella, Director of Investments, GoalVest reviews how much momentum is behind the recent marke run, against wall of worries -including: a rich S&P 500 valuation of 22.2X, relatively high tariffs that are now in force (which can cause stagflation), and continued tariff uncertainly especially with China, India, Mexico, and Canada.
Produced/Presented: Ryan Huang
Image: Pete Linforth from Pixabay
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Frank Cappelleri, Founder and President, CappThesis discusses what the fundamentals and technicals are indicating about market momentum. He also shares how he is approaching investing in energy and gold, against the tariff environment.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Todd Rabold, Investment Management Partner, Callan Family Office discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
José Torres, Senior Economist, Interactive Brokers, explains why stocks rebounded on Monday following Friday's steep losses; what recent weak economic data means for interest rates moving forward; the rational behind OPEC+'s decision to boost oil output; and how investors should position themselves in August - an historically weak month for markets.
Produced / Presented: Emaad Akhtar
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Daniel Tan, Portfolio Manager, Grasshopper Asset Management unpacks the main takeaways from the July FOMC meeting which saw no rate cuts as widely expected. He also looks at how much tariffs are driving the rate policy path and market sentiment.
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Damian McIntyre, Head of Multi-Asset Solutions, Federated Hermes discusses what the lower prospects of a rate cut will mean for markets, as uncertainty over the impact of tariffs loom. He also highlights the largely positive earnings season so far, where about 75 percent of companies that have reported have beaten expectations.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Josh Gilbert, Market Analyst at eToro unpacks what the latest earnings - including from Starbucks, Spotify - indicate about the growth outlook for the US economy. He also previews the FOMC's rate decision as the clock counts down towards the August 1st tariff deadline.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Ryan Detrick, Chief Market Strategist, Carson Group looks at the bullish set up for markets this week against a busy backdrop of megacap tech earnings and a FOMC rate decision. He also discusses three recent "worries" that are overdone.
Presented/Produced: Ryan Huang
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Dilin Wu, Research Strategist, Pepperstone shares how much Japanese and Chinese markets will benefit from the easing of trade tensions. She also looks at the momentum being provided by the latest wave of earnings including Alphabet.
Produced/Presented: Ryan Huang
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Kyle Rodda, Senior Financial Market Analyst at Capital.com breaks down the Q2 earnings from Alphabet, Tesla, and IBM. He outlines the bright spots and weaknesses from the numbers.
Produced/Presented: Ryan Huang
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Jay Woods, Chief Global Strategist, Freedom Capital Markets discusses how he is seeing signs of weakness with his favourite momentum indicator in the RSI is showing a slight bearish divergence. He believes much of the rally off the lows needs to be digested and accepted before climbing higher, especially in the S&P 500 stocks.
Produced/Presented: Ryan Huang
Image by Temel from Pixabay
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Christine Short, Vice President of Research, Wall Street Horizon discusses what's in store for the Magnficent 7 with earnings from Tesla and Alphabet on tap in the coming days. She notes that the Q2 earnings season is already off to a fabulous start - thus far 83% of the 62 S&P 500 companies that have reported earnings have beaten expectations on the top and bottom-line, better than the 1, 5, and 10 year average beat rates...
Ben Emons, Chief Investment Officer, FedWatch Advisors discusses what the latest earnings beats by the likes of Netflix, PepsiCo and etc signal about the US economy as well as what investors should take away. He also looks at what might happen if Fed Chair Jerome Powell gets replaced by President Donald Trump.
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Phil Orlando, Chief Equity Market Strategist, Federated Hermes discusses why investors are better placed to look for a pull back before entering into new positions, as storm clouds on the horizon present the potential to induce some modest profit-taking among investors.
Produced/Presented: Ryan Huang
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Sevasti Balafas, CEO, Goalvest, discusses the market's resilience in the face of recent tariff announcements; why the AI theme and dominance remains intact in the US; expectations for the upcoming June CPI report; and why Q2 earnings growth is expected to come in lower than Q1.
Produced/Presented: Emaad Akhtar
See omnystudio.com/listener for privacy information.
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios.
Produced/Presented: Ryan Huang
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Alex Morris, CEO, F/m Investments discusses why momentum does not always equate to optimism, and why investors should not try to buy on the dips in the current market.
Produced/Presented: Ryan Huang
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John Lekas, President and CEO of Leader Capital shares why the U.S. administration may be pursuing a deliberate weak-dollar policy, partly to gain an upper hand in trade with countries like China by making U.S. exports cheaper and putting pressure on foreign economies. He believes that the U.S. administration is using tariff threats mainly as sabre-rattling - as a strategy to weaken the dollar rather than a serious trade policy.
Pr...
Frank Cappelleri, Founder and President, CappThesis unpacks how Wall Street’s major indices closed lower, on the latest developments from US President Donald Trump announcing hefty tariffs against Japan, South Korea and other trading partners. He also looks at how much weight we should be putting on the recent formation of a Golden Cross for the S&P500.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy...
Steve Sosnick, Chief Strategist, Interactive Brokers discusses how some good news on the trade front is lifting markets to new record highs, though investors are keeping a close eye on the condition of the US labour economy - where reports have been somewhat conflicting.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
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