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
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
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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
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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
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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
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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
Kyle Rodda, Senior Financial Market Analyst, capital.com explains the cyclical and secular factors behind the US dollar's continued weak showing, whether global investors are actively rotating out of dollar-denominated assets and the EM carry trade will gather steam, as well as why recent tech results are being underappreciated.
Produced/Presented: Emaad Akhtar
Image: Pixabay
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Todd Rabold, Investment Management Partner, Callan Family Office discusses the main highlights from the economy's stellar performance in May, whether the OECD's slashed growth forecasts may throw a spanner in the works and why much of the concern around Trump tariffs has largely dissipated.
Produced/Presented: Emaad Akhtar
Image: Pixabay
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Jason Britton, Founder and CIO, Reflection Asset Management discusses how the continuing sign of the times will be Trump's tariffs and the administration's willingness to subject the US economy to tantrums while the Federal Reserve looks to see what, if any, actual effects permeate the economy, and whether those effects cool inflation and or slow job growth.
Produced/Presented: Ryan Huang
Image: Pixabay
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Michele Schneider, Chief Strategist, MarketGauge Group looks at the pockets of strength in the markets led by retail and semiconductors - reflecting how consumers have not given up, and the growth stocks remain the story. She zooms in how in the retail space, the vanity trade based on the domino effect of the diet drugs is waking up-from a trend to a megatrend.
Produced/Presented: Ryan Huang
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Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management discusses how Nvidia's latest earnings report reflects how the AI wave is real - which is why tech and quality are the places for investors to be.
Produced/Presented: Ryan Huang
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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
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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
See omnystudio.com/listener for privacy information.
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
See omnystudio.com/listener for privacy information.
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