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
Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares why he believes the broader markets (SPX, QQQ) have generally not broken their uptrends. He also looks at how Apple is positioned after going through range-bound consolidation lately. Newton adds his views on why Copper is worth looking at and the various ways to approach investing in it.
Produced/Presented: Ryan Huang...
Mark Giambrone, Head of US Equities and Portfolio Manager / Analyst, Barrow Hanley Global Investors discusses why now may be a better time to start scouting for undervalued riskier assets, amid the uncertainty from the tariff environment.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Dilin Wu, Research Strategist, Pepperstone discusses the significance of US policy makers approver a bill - with tax cuts and increased military spending - estimated at nearly $4 trillion. She also reviews the opportunities in the Hang Seng Index and Gold.
Produced/Presented: Ryan Huang
Image by Qimono via Pixabay
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Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital discusses the spike in bond yields following a weak auction of 20-year bonds. The selloff in long term debt saw equity markets having their worst session in a month, with the S&P 500’s slide topping 1.5%. He also discusses the implications of a weakening greenback.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Kyle Rodda, Senior Financial Market Analyst at Capital.com discusses the tech sell off weighing on markets in the latest Wall Street session, which snapped a six-day winning streak. He also shares why he is short on the USD and long on gold.
Produced/Presented: Ryan Huang
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George Schultze, Founder and Managing Member at Schultze Asset Management discusses how despite recent easing of U.S.-China trade tensions, significant uncertainties persist. He shares why more investors are looking beyond the US to other markets for better opportunities.
Produced/Presented: Ryan
Image: Pixabay
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Sonu Varghese, Vice President & Global Macro Strategist, Carson Group discusses how there are still pockets of the market that are still struggling in the space of transport, small caps, and homebuilders - despite recent headlines of easing trade tensions providing relief to markets.
Produced/Presented: Ryan Huang
Image: Pixabay
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Steve Sosnick, Chief Strategist, Interactive Brokers discusses how investors should manage what he describes as Socially Acceptable Volatility in the markets. He also explains why they should pay closer attention at instruments like options as a way to both protect themselves and find opportunities in the current environment.
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Frank Cappelleri, Founder and President, CappThesis shares why he is keeping a close eye on stocks such as Coinbase, Mondelez International, AT&T, The Williams Companies and Krogers.
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Ryan Detrick, Chief Market Strategist, Carson Group discusses the impact of larger-than-expected US-China tariff cuts on markets and future interest rate decisions by the Fed. He also highlighted companies / sectors that spearheaded a positive earnings season.
Produced/Presented: Emaad Akhtar
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Laila Pence, President & Co-Founder, Pence Wealth Management discusses how the new US-UK trade deal will impact markets and the economy. She also shares why she likes sectors such as defence, big tech and AI and weight loss drugs.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
José Torres, Senior Economist at Interactive Brokers, discusses how investors are embracing defensive positions as stocks are continue to lose ground this week as several firms signal profitability concerns in light of tariff pressures.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Dave Sekera, Chief US Market Strategist, Morningstar Research Services discusses how to position amid the tariff environment, as well as why investors should ignore data points like GDP releases. He shares some of his winners in the current earnings season including Microsoft and Meta, plus other stock picks.
Produced/Presented: Ryan Huang
See omnystudio.com/listener for privacy information.
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors breaks down the takeaways from the latest earnings from Apple, Amazon, Airbnb, and Reddit. Key issues include the projected impact of tariffs on their outlook, as well as how ad spending is holding up amid concerns over consumer spending sentiment.
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Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital discusses whether markets are now at an inflection point with signs of the Trump administration dialing back on tariffs and gravitating towards deal-making. He shares why he sees further upside for the S&P 500 by the end of the year.
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Chartered Market Technician Jay Woods, Chief Global Strategist, Freedom Capital Markets previews the "magnificent earnings" out this week including those from Meta Platforms (META), Microsoft (MSFT), Apple (AAPL) and Amazon (AMZN). He discusses what investors will be looking out for in the space of AI, tariffs, and the global economy as the stocks hope to build off their recent price momentum.
Produced/Presented: Ryan Huang
David Dietze, chief investment strategist at Dietze Wealth Management Group discusses any significant dips in the market should be bought. He also shares the rationale behind some of his current stock picks including Intel, Pfizer, Exxon. He also any significant dip should be bought.
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Jason Britton, Founder and CIO at Reflection Asset Management shares his insights on whether it's a good time to get excited about getting back into markets, latest sentiments surrounding earnings season, where would investors find the more defensive names, and how much of a concern a potential recession is to companies and investors.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo cr...
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors discusses why despite the ongoing volatility, last week’s volume and price action suggests a good likelihood of a short-term low in place for US stocks, which might now be followed by a push higher in a “2-steps forward, one-step back” type process into May.
Produced: Yeo Kaiting
Presented: Ryan Hu...
Michele Schneider, Chief Strategist at MarketGauge Group shares her insights surrounding tech stocks being under pressure of late, how the tit for tat trade war is playing out, whether the Fed will be inclined to lower rates, as well as where the current optimism lies. She also weighs in on how investors can diversify their portfolio right now.
Presented by: Ryan Huang
Produced by: Yeo Kai Ting (ykaiting@sph.com.sg)
Pho...
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