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
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
See omnystudio.com/listener for privacy information.
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
See omnystudio.com/listener for privacy information.
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.
Todd Rabold, Investment Management Partner, Callan Family Office discusses the passing of President Donald Trump's Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell's comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate decisions; and how investors should be positioning themselves in the current market environment.
Produce...
Jason Britton, Founder and CIO, Reflection Asset Management looks at how the latest market highs have been achieved on the back of the news that Canada decided to rescind its digital service tax in an attempt to bring the US back to the negotiating table. He also unpacks his outlook on various sectors including retail, energy and technology.
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Ben Emons, Chief Investment Officer, FedWatch Advisors discusses how markets are pricing in the Fed's rate moves as the US dollar falls to a new 3 1/2 year low on the Euro, and amid reports of US President Trump mulling announcing a replacement for Fed Chair Jerome Powell.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Mark Giambrone, Head of US Equities and Portfolio Manager/Analyst, Barrow Hanley Global Investors discusses why he remains optimistic about the market outlook despite the conflict in the Middle East and why he is staying overweight on AI investment plays.
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Dilin Wu, Research Strategist, Pepperstone discusses what appears to be counterintuitive market responses to US intervention in the Middle East as well as Iran's strike on a US airbase in Qatar. She looks at what could drive oil prices in the near future.
Produced/Presented: Ryan Huang
Image: Geralt via Pixabay
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Deborah Cunningham, Chief Investment Officer, Global Liquidity Markets, Federated Hermes discusses the takeaways from the Fed’s decision to keep rates on hold as officials watch Trump’s tariffs and Israel-Iran conflict.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Damian McIntyre, Head of Multi-Asset Solutions, Federated Hermes discusses how markets are responding over fears that Iran could use its military to shut down the Strait of Hormuz, which sees nearly 25% of all global oil production flow through it daily. He also looks at why while Tariffs and Trump's Tax bill can cause short-term volatility in July, they also have the potential to be upside catalysts for the second half.
Produced/P...
José Torres, Senior Economist at Interactive Brokers discusses the risk-on mode returning to markets as concerns ease around the odds of the Israel-Iran conflict spreading wider. He also previews the FOMC rate decision in view of oil price volatility plus recent jobs and inflation data.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses if the pressure from President Donald Trump on the Fed to cut rates is warranted in view of the recent cooler than expected inflation data.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Nadine Terman, CEO & CIO, Solstein Capital discusses how much of a deal has been struck between the US and China, with outlines of a plan to restart the flow of sensitive goods, meaning China will speed up rare earth metal shipments, and the US will ease some export controls. She talks about what else is worrying investors.
Produced/Presented: Ryan Huang
Image by Mohamed Hassan from Pixabay
See omnystud...
Alex Morris, CEO, F/m Investments, discusses the second day of US-China trade talks in London; potential investment implications of the Trump-Musk fallout; expected moves from the Fed in light of recent jobs data; and why the "Split between TBIL & RBIL & Chill" strategy may be appealing to investors.
Produced/Presented: Emaad Akhtar
Image: Pixabay
See omnystudio.com/listener for privacy inform...
Christine Short, Vice President of Research, Wall Street Horizon discusses the significance of US-China trade talks in London, especially around critical minerals; what market watchers can expect from two key inflation readings (CPI and PPI) this week; and why Apple's 2025 Developers Conference didn't wow investors on the AI front.
Produced/Presented: Emaad Akhtar
Image: Pixabay
Chris Weston, Head Of Research, Pepperstone discusses the future trajectory of US equities including risks, the noise likely to emanate from the debate in the Senate on the Big Beautiful Bill, how markets may react to May non-farm payrolls data out on Friday, continued downside risks to the USD, and what this all means for gold.
Produced/Presented: Emaad Akhtar
Image: Pixabay
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