US Markets Wrap

Rick Bensignor, President of InTheKnowTrader.com shares his insights on factors driving the risk appetite and momentum of investors right now, effects of potential interest rate changes on stocks, and which sectors are set to benefit with the Dollar expected to go up higher. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Photo credits: Reuters See omnystudio.com/listener...

Christine Short Head of Research, Global Corporate Events Wall Street Horizon, a TMX Company - shares her insights on CEO sentiments, coming on the back of a new Bank of America survey showing that Wall Street’s optimism is at its highest level since January 2022, expected economic releases tied to personal income, consumer spending and the personal consumption expenditures, as well as the next bi...

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether the market is broadening out, significance of greater congressional scrutiny on US investments into China, how much might the US Presidential Election swing consumer confidence in specific sectors in the months ahead and if PCE Core Inflation data coming out later in the week could push the 10-year yields above its hi...

Chris Weston, Head Of Research at Pepperstone shares his insights on why Powell’s words mightier than the Fed’s dot plot, why the CPI is following the 1970s, and how investors are reacting to soaring cocoa prices ahead of Easter.  Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors      See omnystudio.com/...

Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on why Treasury yields are following the Trump polls more closely than Biden's, whether a rate cut could widen the underpriced fiscal deficit, cannot be necessarily compensated by the Fed cutting rates when the economy is growing above trend, and how his IPO playbook looks.  Presented by: Sean Cheong Producer: Yeo...

Ben Emons, Senior Portfolio Manager, NewEdge Wealth shares his insights on whether the market will be able to keep its bullishness till the next Fed meeting, and investors' risk appetite in a market powered by megacap technology stocks. He also weighs in on what the Fed is looking out for coming on the back of Fed Chair Jerome Powell's comments that strong hiring in and of itself would not be a re...

Andy Baehr , Head of Product at CoinDesk Indices shares weighs in on whether bitcoin is set to see a further price-drop coming on the back of the latest flash-crash, driving forces behind the climb in crypto shares in recent days, and what his playbook is looking like in the ethereum space. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & it...

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on the latest rotation into tech, sentiments surrounding the US dollar turning red now that the dust has fully settled over the CPI data that had earlier come in slightly hotter than expected, whether speed of gains in the stock market will see a potential shift in narrative, and whether investors are re...

Laila Pence, President & Co-Founder of Pence Wealth Management shares her insights on whether investors are rotating to the broader market, as well as the interest around weight loss drugs, AI and insurance. She also weighs in on expectations of a slowdown in the economy and the upcoming FOMC meeting. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pi...

Ian McMillan, Market Technician, Client First Tax and Wealth Advisors shares his insights on whether this is a time for investors to take profits, Magnificent Seven starting to lose steam, as well as signs that inflation is slowly moderating.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors  See omnystu...

Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the price war in the EV space with a steady supply of Chinese EVs entering the market, as well as what investors need to look out for if they're looking to diversify their current equity portfolio. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented...

Michele Schneider, Chief Strategist, MarketGauge Group shares her expert opinions on the inflation return, why she's watching silver, oil and sugar, what junk bonds are telling investors about the risks in the economy, as well as the optimism surrounding big-tech right now even as we see growing calls for Google's CEO to step down. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com...

David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on the possibility of a soft landing, why he's got his eyes on Pfizer, and latest data in the Federal Reserve's Beige Book. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors  See omny...

James McCann, Deputy Chief Economist, abrdn shares his insights on impact the US Presidential Elections might have on markets in following months, the partial government shutdown deadline, stimulus down the road coming on the back of China's Two Sessions, as well as interest rate expectations. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay &...

Ryan Detrick, Chief Market Strategist at Carson Group shares his insights on the recent pullback from record highs, how much optimism investors should hold when it comes to gold and bitcoin, whether it's a good time to jump to technology stocks at the moment, and what we should be expecting on the Fed front in the coming weeks. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg...

Quotes of the day: “The best investing is always a negative art." "There's a lot of different ways to skin a cat." Our expert panel Chris Chavez, Analyst, Blue Creek Capital Management/Blue Line Capital and Cole Smead, CEO & Portfolio Manager, Smead Capital Management weigh in on the how markets are reacting to expectations surrounding upcoming Fed rate cuts coming on the back of the latest PC...

Mark Giambrone, Head of US Equities and Portfolio Manager , Barrow Hanley Global Investors shares his insights on the latest pullback in the markets, crypto markets in the midst of a full-blown rally as Bitcoin briefly touches $64,000 for the first time since November 2021, and how the Presidential Election might affect businesses that have exposure to China. Presented by: Ryan Huang Producer: Yeo...

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group weighs in on what investors should be wary about, whether the good earnings we're seeing will change as consumer confidence levels take a dip, when and if the Fed will continue with a rate cut, as well as the kind of stocks may be pressured if Congress fails to reach an agreement on the budget in due time. Presented by: Sean...

Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on whether stocks and bonds are oversold, current financial conditions and the Fed's journey to tame price pressures, what a sustainable inflation looks like, as well as how investors should be navigating the current bull market.  Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Gra...

Rick Bensignor, President, InTheKnowTrader.com  shares his insights on the latest movements for bond yields, when the Fed rate cutes might come and its scale, as well as his playbook for investment allocation for the rest of 2024. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors  See omnystudio.com/liste...

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on where investors should be positioning themselves between bonds and stocks, and whether they should be jumping on the bandwagon of momentum, coming on the back of high interest rates. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors ...

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the level of consideration investors should give to the weaker than anticipated retail report when analysing the strength of the US consumer, whether it negates the higher CPI figures, if the timing of the first rate cut matters, and whether the fallout from the Red Sea disruptions can be mitigated by...

Gregory Branch, Founder & Managing Partner at Veritas Financial Group shares his insights on the latest Valentines' Day spending, whether bullishness in the markets is still holding as a hotter-than-anticipated inflation reading incited a sell-off, vulnerabilities in the market and if we should be expecting meaningful disinflation.  Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@s...

Chuck Lieberman, CIO, Advisors Capital Management shares his insights on the hotter-than-expected January inflation figures, how markets are reacting and if the Fed can still pull inflation back to manageable levels without inflicting too much pain on the broader economy, as well as expectations on small caps in the months ahead. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com....

Ben Emons, Senior Portfolio Manager at NewEdge Wealth weighs in on the possibility of a pullback following the recent market rally, expectations surrounding upcoming earnings reports this week, whether investors might have to wait till June for upcoming rate cuts, and how the uncertainty surrounding the Presidential Elections might rock markets in coming weeks.  Presented by: Sean Cheong Producer:...