US Markets Wrap

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether investors should rotate away from tech, coming on the back of Alphabet and AMD's lacklustre results; and sectors that are looking attractive. He also weighed in on what Trump's intention to drill more will do for oil majors. Presented by: Ryan Huang Produced by: Yeo Kai Ting ( ykaiting@sph.com.sg ) Photo credits: Gonz...

David Dietze, President of the Dietze Wealth Management Group shares his insights on the markets' reaction to US President Donald Trump's latest moves on the tariffs front, how the current earnings season is playing out, and how oil majors are set to move as Trump continues his push to ramp up oil supply. He also weighs in on brands that looking to benefit from the upcoming Valentines' Day, and wh...

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on President Donald Trump's reinstatement of his intention to implement 25% tariffs on goods imported from Canada and Mexico, and his thoughts on whether the US Federal Reserve is on Trump Watch. Presented by: Ryan Huang Produced by: Yeo Kai Ting ( ykaiting@sph.com.sg ) Assistant Producer: Muhammad Naziru...

Joseph Sroka, Chief Investment Officer & Co-Founder at NovaPoint Capital shares his insights on the latest investor reaction to DeepSeek and how President Donald Trump might approach this development. He also weighs in on whether it is surprising that Trump has yet to impose additional tariffs on China, whether investors should be parking their money on oil given Trump's interest in the sector...

Dilin Wu, Research Strategist at Pepperstone shares her insights on whether the positivity in the markets right now is just but a short-term bounce, risk of possible tariffs impacting the bottom line of corporates, potential impact that Trump’s presidency might have on crude oil and whether gold prices could retest all-time highs in the near future. Presented by: Ryan Huang Produced by: Yeo...

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on the level of promise that AI holds for investors, coming on the back of a huge AI push on the part of the likes of Open AI and Softbank, and if it's a signal for investors to get into the tech space in the year ahead. She also weighs in on the kind of commentary that's catching her eye lately, and how pote...

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on the latest market action over the last 24 hours after President Donald Trump took office at the White House, the positive momentum in the markets right now and whether Trump's intention to ramp up drilling will affect the EV sector. He also weighs in on market action surrounding Netflix, Procter & Gamble,...

Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on what investors are worrying about as major averages give up gains in recent weeks; Apple had fallen to third place in terms of smartphones sold in China in 2024, behind homegrown manufacturers Vivo and Huawei; how he would factor in Donald Trump's support for Elon Musk as a potential tailwind for Tesla; as well as...

Vincent Ee, Head of Investments, Asia at Schroders Wealth Management shares his insights on how the latest developments surrounding the Gaza ceasefire are set to uplift markets, a positive earnings season, opportunities outside of the Magnificent Seven, and whether AI will deliver on its promise. He also weighs in on what investors are keeping their eyes on as we near Trump's inauguration.  P...

Ryan Detrick, Chief Market Strategist at Carson Group weighs in on the latest news surrounding the potential sale of TikTok in the US to Elon Musk and whether Meta's job cuts reflects what's happening in the broader tech sector. He also shares insights on whether we should be expecting a stronger greenback and how that might affect gold prices in the year ahead. Presented by: Ryan Huang Produ...

Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on the shaky start markets had so far in January, how movements by the 10-year yields could affect the rest of the asset classes, whether it's too late to jump on the gold and bitcoin bandwagon, nd why institutional investors seem to be flocking to Israel. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com...

Ben Emons, Chief Investment Officer, FedWatch Advisors shares his insights on the wavering of bond yields in the latest session and whether uncertainty in the Gilts remains a blueprint for the US debt ceiling. He also weighs in on whether tech stocks continue edging higher in 2025 after hitting record highs in 2024, reactions to Jensen's speech and what's on his key watch-list this year. Presented...

Christine Short, Vice President of Research, Wall Street Horizon shares her takeaways from the latest FOMC minutes, what's playing out with regards to the data and whether the US economy is as resilient as it looks. She also weighs in on consumer sentiments might pan out over the next earnings season, sectors that could see impacts from tariff changes, and the current deal with the Magnificent Sev...

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his insights on what's driving optimism in the markets' earlier strength, longer term trends of all of the sectors relative to the S&P, how upcoming movements by the Fed could impact equity performance and investor sentiments, as well as views on small cap stocks compared to the l...

Rick Bensignor, President, InTheKnowTrader.com shares his insights on the latest trading sessions and whether there's set to be pullback. He also weighs in on his expectations with the new Trump administration coming into office and the upcoming FOMC meeting. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Assistant Producer: Muhammad Nazirul Asrar  Photo credits: pix...

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on big tech moves, concerns coming on the back of geopolitical uncertainties, US 10-year Treasury bond yields, strength of the US Dollar and where money is flowing. Presented by: Ryan Huang Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented community of co...

Matt Maley, Chief Market Strategist, Miller Tabak shares his assessment on how the market has fared through 2024 and if we will see earnings rise in 2025; effects that Stephen Miran will have on the markets; and whether recent airline incidents involving Boeing jets will be short-lived or will if they will set the tone for airline markets in the new year. He also weighs in on top concerns for...

Chris Weston, Head Of Research, Pepperstone shares his insights on how gold is performing against other asset classes, whether gold prices could rise as a safe haven asset, and his approach towards China in the coming year. Presented by: Ryan Huang Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented community of contributors See omnystudio.com/liste...

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether we will see a Santa Claus rally this year and his concerns over the breadth of that rally. He also shares whether investors should dial back on their expectations for 2025. Presented by: Ryan Huang Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Jacquelyn Martin / AP S...

José Torres, Senior Economist, Interactive Brokers shares his insights on how hawkish Fed's latest rate cut is, how the Fed might be modelling potential impact by Trump's administration, and how much they might hold back in terms of potential rate cuts in 2025. Presented by: Ryan Huang Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: EPA-EFE See omnystudio.com/liste...

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on potential Fed moves at the upcoming FOMC meeting and how that might affect the financial sector, moving out of some old economy stocks towards technology with Donald Trump coming into office, and whether investors should be expecting a Santa Claus rally this year. Presented by: Ryan Huang Produced and Edit...

David Dietze, Managing Principal, Peapack Private shares his insights on the mixed picture that we're seeing ahead of the upcoming Fed meeting, whether it's time to take money off the table, where the bitcoin game stands at the moment, as well as his shopping list for stocks this Christmas. Presented by: Ryan Huang Produced and Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay &...

Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his first-hand experience watching President-Elect Donald Trump ring in the New York Stock Exchange bell, after being named Time's “Person of the Year”. He also weighs in on whether the tech momentum is set to carry over into 2025, if AI will continue to be the story for investors what he'll be watching out for whe...

Yussef Gheriani, Director of Investments and Operations , IHT Wealth Management shares his insights on the latest rise in US inflation as Americans' confidence improves, whether he's expecting a rate cut at next week's FOMC meeting and sectors that he's closely watching, and the key trajectory for oil prices in the coming months, especially with the tensions in Syria rising. Presented by: Ema...

Kyle Rodda, Senior Financial Market Analyst at capital.com discusses why investors may be starting to get wary about the China stimulus signals coming through this week from policymakers. He also shares his view on whether the Chinese economy will provide any support for the AUD which has started to give back earlier gains this week, and how the Reserve Bank of Australia policy settings may hold i...