US Markets Wrap

Christine Short, Vice President of Research, Wall Street Horizon shares her insights on how economic activity has moved over the past week as investment banking picks up, and indicators to look out for as we close in on the US Presidential Election and FOMC meeting. And given the volatility, is gold on her playbook? Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com....

Sevasti Balafas, CEO of GoalVest shares her insights on the latest surge in gold prices, boosted by uncertainty surrounding US elections. She also weighs in on the optimism playing out in the markets, and whether utilities is a space to actively look at right now as Microsoft, Amazon and Google try to find ways of powering up their servers through renewable energy, with nuclear in focus. Presented...

Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on the latest bank earnings coming out from the US and key impacts of Hurricane Milton on the markets. He also weighs in on why Netflix is on the top of his radar. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: AFP/Getty Images See omnystudio.com/listener for p...

Gina Martin Adams,  Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP weighs in on the latest moves in the semiconductor space as ASML logs its biggest one-day drop in 26 years and her expectations for this earnings season. She also shares her expert insights on the energy sector with the Middle East crisis playing out, as well as the growth outlook and what investors...

Ross Gerber, President & CEO at Gerber Kawasaki Wealth & Investment Management shares his insights on the new 52-week highs that 51 stocks in the S&P 500 are trading at right now, whether investors are still bullish heading closer to the US Presidential Election, how much China's recent stimulus measures are playing into his investment approach at the moment, as well as his favourite s...

Ryan Detrick, Chief Market Strategist at the Carson Group shares his insights on reactions to the dip in US inflation last month to its lowest point since it first began surging more than three years ago, what he's looking out for in the upcoming US earnings season, and how big tech companies like Nvidia and AMD are throwing their hats into the ring. Presented by: Ryan Huang Produced & Edited...

Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute weighs in on investors' risk appetite right now on the back of a rise in the NASDAQ, the likely reversion back to the a quarter-point cut come November, latest tailwinds to expect and whether the recent stimulus measures introduced by China will affect market sentiments moving forward. Presented by: Ryan Huang Produced & E...

After falling to their lowest level last year, the total number of announced global corporate buybacks has been improving throughout this year. With the Federal Reserve cutting interest rates by a half point two weeks ago, buyback activity is likely to pick up, and continue the upward trend seen thus far in 2024. Matt Maley, Chief Market Strategist at Miller Tabak shares what he's taking away from...

Frank Cappelleri, Founder and President of independent financial research firm, CappThesis shares his expectations on unemployment data set to be released this week, implications of current events on the Fed's inflation fight, movements in the commodity space and whether the S&P 500 is likely to reach new highs at the end of this year. Presented by: Yeap Junrong Produced & Edited by: Yeo K...

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the implications of a slew of bad news including Hurricane Helene and port workers strike across the East and Gulf Coasts; positivity surrounding AI stocks, as well as upcoming employment and non-farm payrolls data expected in the coming days. Presented by: Ryan Huang Produced & Edited by: Yeo Kai...

David Dietze, Managing Principal at Peapack Private shares his insights on how markets are responding to the attack by Iran on Israel; potential effects of the strikes at America's East and Gulf Coast ports, with a dive into FedEx and UPS; and how he would advice clients to position themselves in Q4 2024. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo c...

Nadine Terman, CEO & CIO, Solstein Capital shares her insights on what's lifting the markets currently, crisis of confidence when it comes to consumer spending in China, AI fueling Micron Technology's strong earnings and why gold and money markets are on her playbook for the rest of the year. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: R...

Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on how investors are digesting the jumbo rate cut, how tailwinds for some of the smaller caps are expected to move in the coming quarters as growing costs lower, and the three ETFs on her radar, covering Vietnam, Mexico and Greece. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo c...

Chris Weston, Head of Research, Pepperstone shares his insights on the post-FOMC rally in the markets, how China is riding a wave of positive sentiment into the Golden Week and if there are signs of more stimulus measures to come, as well as where the Australian Dollar is headed. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Marlin Steel Wire...

Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the good tailwinds coming on the back of the Fed's recent jumbo-sized rate cut, prospective inflationary pressures, rotation into small caps, and why the utilities sector doesn't look that appealing to him.  Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credit...

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the Fed is starting to lift markets again, the resilience of the job markets, how stock markets in Asia are leveraging the rate cut, as well as his advice to clients as they wrap up the year.  Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixab...

David Martin, Founder & Chief Investment Officer, Martin Fund Management shares his insights on whether markets are surprised with the Fed's latest rate cut, and sectors and stocks that are likely to see impact. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Tom Brenner | Reuters See omnystudio.com/listener for privacy information.

Rick Bensignor, President, InTheKnowTrader.com shares his insights on the markets are walking on in the lead-up to the FOMC meeting, the latest investors' sentiments surrounding the much anticipated rate cut and why he's looking to go short on tech and long on utilities. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented...

Kristina Hooper, Chief Global Market Strategist, Invesco shares her expert take on the size of rate cut that the Federal Open Market Committee (FOMC) is likely to decide on on this week, risk that investors should be watching out for when the retail numbers are released tomorrow and whether there's a sign of weakness among consumers on big ticket purchases. Presented by: Ryan Huang Produced &...

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors dives into motivation behind the optimism and market tailwinds at the moment, how the latest data is driving some short term fear, as well as what is on his playbook going into the rest of the year. Presented by: Ryan Huang Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credit...

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on how the US Presidential Election is impacting movements in the markets, how the Trump trade is set to pan out in the coming months, rate cut expectations, as well as on portfolio basis, whether she'd be leaning towards the small and mid-cap space away from tech. Presented by: Ryan Huang Produced & Edit...

Phillip Streible, Chief Market Strategist, Blue Line Futures shares his insights on market volatility following the US Presidential Debate between Harris and Trump, what investors should be looking out for in terms of supply disruptions with Tropical Storm Francine potentially hitting nine major oil platforms in the Gulf of Mexico, and how might inflation indicators affect the price of gold and ot...

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on investors' agility as the technology sector surfs through a topsy turvy wave that sent markets up and down in recent weeks, small-cap and large-cap stocks have jockeyed back and forth for leadership during the third quarter, as well as expectations on what to expect from the the upcoming FOMC meeting. Presented by: Willie Ken...

Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management shares his insights on how he views the investments in the EV versus tech space, as well as advice for investors’ positioning through the rest of the year, especially in the fixed income space. Presented by: Yeap Junrong Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: team Hewins See omnyst...

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on how the US Presidential Election will impact credit markets, whether the ‘Trump trade’ is over and if we will see a ‘Harris’ trade, as well as sentiments surrounding the US non-farm payroll report. Presented by: Yeap Junrong Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: financial...