US Markets Wrap

Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on whether the seasonal strength in the markets is fading, sentiments surrounding the tech and energy sectors, Broadcomm, as well as where financials are standing with rates moderating and the US economy in a pretty resilient spot. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) P...

Alex Morris, CEO at F/m Investments shares his insights on how much more the rally is set to last, expectations on the non-farm payrolls, whether investors should expect the T-bill and Chill playbook to still work in 2025. He also shares more about the areas that he'll be looking to heading into 2025. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credi...

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on latest movements in the bitcoin space, focal points in relation to Donald Trump, and key momentum behind the US economy. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener...

Ryan Detrick, Chief Market Strategist, Carson Group shares his insights on key takeaways as markets move into December, whether Trump's Treasury Secretary pick in hedge fund manager Scott Bessent will push for Trump to consider a softer approach to tariffs, strip back regulation to boost economic growth and target a reduction in deficit spending. He also shares his expectations surrounding the Fed...

Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on whether markets are seeing that sense of euphoria leading into the festive season, how much the upcoming non-farm payroll data will play into the next Fed decision, the bizarre combination of soft landing and stagflation, as well as areas that she is interested in for the year ahead. Presented by: Ryan Huang Produced &am...

Chris Weston, Head Of Research at Pepperstone shares his insights on whether potential tariffs have been priced in for the gold sector, if there should be concern over inflation resurgence in the US, and whether we are looking at more of a rotation towards a value and if this trend can continue. Presented by: Yeap Jun Rong Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits:...

George Schultze, Founder and Managing Member at Schultze Asset Management shares his insights on consumer spending sentiments this Thanksgiving and Black Friday. He also weighs in on how the economic outlook will play into oil prices and how demand is set to move in the coming year ahead.  Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay...

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the markets are reacting towards Trump's cabinet picks, potential slashing of government funding, as well as his outlook on the economy given the recent rise in yields. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented co...

Laila Pence, President & Co-Founder at Pence Wealth Management shares her insights on how things in the oil and gas industry might play out with Donald Trump coming into the picture, potential tax cuts, as well as sentiments surrounding the earnings season. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented community...

Rick Bensignor, President of InTheKnowTrader.com shares his insights on the latest price action surrounding Nvidia and what investors should be thinking about; as well as crypto building on higher highs following the re-election of Donald Trump. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented community of contributors...

Christine Short, Vice President of Research, Wall Street Horizon shares her insights on the fluctuations that we're seeing in the tech sector, stellar results from Walmart, and the extent to which inflationary pressures are likely to have on consumers in the coming months ahead.  Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Abobe Images See o...

Howard Silverblatt, Senior Index Analyst, Product Management, S&P Dow Jones Indices shares his insights on whether fundamentals are set to change with policy changes that could set in when Donald Trump comes back into power. He also weighs in on the strength of the economy coming on the back of the latest earnings season. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaitin...

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on whether markets are showing signs of fatigue post-election, how changes in policies moved the technicals in the markets historically, and whether small caps are set to outperform in the new Trump era. He also weighs in on consumer spending expectations with a second rate...

Todd Rabold, Investment Management Partner, Callan Family Office shares his insights on whether there will be a continued push in stocks as we head closer to the close of 2024, whether retail investors are starting to get more on board with bitcoin, as well as a lookahead on the next earnings season. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credit...

Dilin Wu, Research Strategist at Pepperstone shares her insights on the long/short strategy that investors should consider as we head into Trump 2.0, whether there should be expectations of more anti-China rhetoric, as well as key risks to look out for on the regulation front as Trump transitions into his second term at the White House. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ti...

Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the momentum behind the Trump bump, effects on the markets should Trump lower corporate taxes and loosen regulations, inflationary pressures and whether the Fed could be looking to change their policy pace given Trump's anticipated return to the White House in January. Presented by: Ryan Huang Produced &a...

Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on how investors are reacting to the upcoming second Trump term, whether the Republicans' senate win is reverberating through the markets, as well as concerns over inflationary pressures. She also weighs in on how Trump's win is an interesting conundrum for the EV market. Presented by: Ryan Huang Produced & Edited by: Y...

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on how investors are expected to react to the outcome of the US Presidential Election, the overall movements in the US economy and Dollar, as well as his advice to clients for the next few days. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Stephanie...

David Dietze, Managing Principal, Peapack Private shares his insights on how unemployment weighing on the US economy and markets, market reactions to the US Presidential Election that is just around the corner, as well as Warren Buffet approach in the markets in Q3. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Daniel Zuchnik/WireImage See omn...

Coming on the back of the upcoming US Presidential Election, Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether one candidate is "more inflationary" than the other for the markets, and rate cut expectations ahead of the next FOMC meeting. She also weighs in on the current tone ringing through the mega-cap tech names and how investors are approachin...

Satyam Panday, Chief US and Canada Economist, S&P Global Ratings shares his insights on how the labour market is panning out, whether the markets are on the way to the so-called "elusive soft landing", why we're seeing a pickup in the housing market as rates come down, and pressures as the US head closer to the Presidential Election. Presented by: Ryan Huang Produced & Edited by: Yeo Kai T...

Alex Morris, CEO, F/m Investments shares his insights on what investors are looking out for ahead of the next FOMC meeting, how markets are pricing in on crypto and suggestions that Donald Trump could be good for the cyrpto space. He also shares the stocks on his radar right now and whether he's keen on some of the tech names reporting this week.  Presented by: Ryan Huang Produced & Edited by:...

Jason Britton, Founder & CIO, Reflection Asset Management shares his insights on whether the bullish momentum with the US Dollar will continue, why the sterling and euro are reacting so differently from the US Dollar, and whether the Fed will be pressured to keep current rates in the coming months. He also weighs in on the carry trade and upcoming Magnificent Seven earnings expected in the wee...

Nadine Terman, CEO & CIO, Solstein Capital shares her insights on where markets are headed on the inflation front, pressure faced by mega cap tech names, how investors are pricing in the US Presidential Election, and what's happening with the credit spreads right now. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented...

George Schultze, Founder & Managing Member, Schultze Asset Management weighs in on why there's not much conviction in the markets right now, even as 10-year yields move near 4.2%, the highest level since late July.  He also helps to navigate what we're seeing in the markets with regards to McDonald's, Starbucks, Microsoft and the uncertainty investors are seeing in the energy sector. Presented...