US Markets Wrap

Christine Short, Head of Research, Global Corporate Events at Wall Street Horizon, a TMX Company shares her analysis of how the markets are reacting to the latest earnings season so far, expectations on the upcoming retail earnings parade, as well as promising sectors investors are looking to park their money right now.

Presented by: Ryan Huang

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: Reuters/Loren Elliott

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Chris Weston, Head Of Research, Pepperstone weighs in on what seems to be a potential period of stagflation in the market, how investors can navigate the current market situation, as well as the concern over OPEC losing control over the oil markets in the coming months ahead. 

Presented by: Ryan Huang

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: pixabay & its talented community of contributors 

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Laila Pence, President & Co-Founder, Pence Wealth Management shares her expert analysis on the sustainability of the strong earnings season, whether Q2 seems even more volatile than Q1, her conviction calls (Streaming Services, Property & Casualty Insurers, Big Tech & AI), why there's value in intermediate term fixed income investments, especially with rates yielding north of 4.5% and the Federal Reserve nearing the end...

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on policy divergence between the US and China, how Chinese companies are placing a greater emphasis on shareholder returns, in part by increasing dividends and buy-backs, what can investors do to build quality exposure when it comes to investing in China and whether there are specific risks they should look out for.

Presented by: Willie K...

David Martin, Founder & Chief Investment Officer at Martin Fund Management LP shares his insights on where else should investors be looking ahead of eventual rate cuts, whether tech giants like Meta Platforms and others will continue to see drops, and if defensive trading is the way to go in the current economic climate.

Presented by: Willie Keng

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: pixabay & i...

Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on whether the US stock market’s ‘bad breadth’ is making even stalwart bulls nervous, implications of market gains driven disproportionately by a handful of stocks, how investors can approach Magnificent 7 through a different lens, and what the running theme is across the Q1 earnings calls.

Presented by: Willie Keng

Producer: Yeo Kai Ting...

Inflationary pressures was one headwind that came up in every bank call. Consumer Price Index (CPI) for March came in higher-than-expected, showing sticky inflation is still in play and adding to the reasons why the US Federal Reserve may hold off on interest rate cuts again in Q2. 

Frank Cappelleri Founder and President, CappThesis shares his insights on the latest inflationary pressures, expectations on PCE figures and big earni...

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether Wall Street is mistaken in its hope that a recent uptick in inflation is an irregularity as opposed to a longer and more worrying trend, possible effects of the US, Japan and South Korea consulting closely on foreign exchange market developments, and if the bonds market has the potential to generate positive returns.

She also weigh...

Michele Schneider, Chief Strategist at MarketGauge Group shares her insights on whether investors are catching on to the fact that there are other parts of the market that are doing well, if growth stocks not bleeding is the same as leading, what will get gold to $3000 US dollars an ounce besides war.

She also weighs in on which sectors are not liking the higher for longer conversation, and whether investors’ fixed income allocati...

2024 may not be the Year of Change, but we’re seeing some promising Q1 earnings right there this week. Both Bank of America and Morgan Stanley topped expectations. Buybacks and dividend increases were on the rise in Q1. On this episod of US Markets Wrap, Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on whether Q1 earnings season turn markets around?

Wit...

Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst at Barrow Hanley Global Investors shares his insights on how long he thinks the temporary pullback we're seeing in the markets will last, whether the oil markets have already priced in the conflict between Iran and Israel and what trouble the Fed is dealing with.

During the rare periods where inflation has turned negative due to sharp economic downturns, bonds...

US producer prices increased moderately in March as a rise in the cost of services was softened by a fall in goods prices, calming fears of a resurgence in inflation.

The report from the US Labor Department led economists to anticipate milder increases in the inflation measures tracked by the Federal Reserve for monetary policy relative to the strong consumer price readings in March.

Gina Martin Adams, Chief Equity Strategist &am...

Rainer Michael Preiss, Partner & Portfolio Strategist, DAS Family Office shares his insights on supply chain disruptions and their impact on slowing inflation's retreat, as well as risks set by these disruptions.

He also weighs in on whether it's the end of a bull market or just an excuse for investors who have had a lot of gains to take some of that off the table, where people are shifting their money to, if the rise of the U...

Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management weighs in on whether the AI hype can power their portfolio to greater heights in the months ahead, interconnectivity between the stormy season in the US of late and markets, as well as whether the risk-reward ratio poor for different reasons than the Fed.

Presented by: Sean Cheong

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Photo & Graphics cr...

Phillip Streible, Chief Market Strategist, Blue Line Futures shares his insights on whether equities are in a bubble right now, what's driving the stellar performance of gold and if it's going to continue to shimmer, possibility of a reacceleration in inflation on the back of rising energy prices, as well as his playbook as we approach the end of the week.

Presented by: Sean Cheong

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

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George Schultze, Founder & Managing Member, Schultze Asset Management shares his insights on risks in the economy right now, whether there's optimism in the mega-cap technology space, and if he agrees that the so-called “invincible” stock market of the past five months is the exception, not the norm.

Presented by: Sean Cheong

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: pixabay & its talented community...

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether markets will be able to keep the Q1 momentum going in Q2, if investors should be looking at dividend growth stocks to boost income and cushion inflation, as well as whether it's the right time to invest in the strength of the cyclical equities? 

Presented by: Sean Cheong

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

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