US Markets Wrap

Michele Schneider, Chief Strategist, MarketGauge Group discusses why new highs in the market indices and the metals is not a time to abandon these asset classes. She also explains her stock picks: Alibaba and Coinbase. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors  See omnystudio.com/listener for priv...

Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital discusses how much further US stocks could pull back. He also shares what Walmart's earnings beat tells us about the US economy. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Ryan Detrick, Chief Market Strategist, Carson Group discusses how it is early stages still for the bull market - which tend to last five years on average. He shares that history suggests investors should be open to potentially more gains for much longer than expected. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of...

David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management discusses potential implications for stock prices amid a trend of declining profit margins. He outlines how inflationary pressures, geopolitics and the Fed's interest rate policy leanings will affect markets. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credit...

Ben Emons, Senior Portfolio Manager, NewEdge Wealth discusses what were the dominant themes in the according to Bloomberg's “transcript analyzer”, what to read into the latest US inflation. resented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors  See omnystudio.com/listener for privacy information.

Joseph Sroka, Chief Investment Officer, NovaPoint Capital, discusses how the next week's earnings from retailers like Walmart, Home Depot, and Ross Store will steer sentiment as the reporting season hits a lull. He also shares what investors should look out for with the rising demand for data centers. See omnystudio.com/listener for privacy information.

Alexander Morris, Chief Executive Officer, F/m Investments, discusses why investors should look more closely at longer term duration bonds and not to be overly worried about timing their trades perfectly. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors  See omnystudio.com/listener for privacy informatio...

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 )  Grap...

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on the latest Apple earnings and trends that shows about consumer spending. He also shares his sentiments surrounding Starbucks and the EV space. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: Reuters/Loren Elliott See omnystudio.com/listener for privacy information.

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 comm...

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...

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 lo...

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 ) ...

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: W...

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, expecta...

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 generat...

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 whethe...

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 earn...

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...

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 A...

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 th...

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...

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 K...

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: pi...

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...