US Markets Wrap

George Schultze, F ounder & Managing Member, Schultze Asset Management shares his insights on the S&P 500 topping the 5,000 landmark, how long the rally coming on the back of better-than-expected earnings can sustain, what’s really driving the downtrend in farm exports, as well as his investor playbook outlook. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Photo...

David Dietze, M anaging Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on whether investors are just being swept off their coat-tails, how the market is reacting on the back of better-than-expected earnings season, coupled with upbeat guidance, if investors can expect more dividend growth opportunities from Walt Disney, which handily beat Wall S...

Christine Short, Vice President of Research at Wall Street Horizon shares her insights on the momentum seen on the S&P 500 and Magnificent Seven, whether we’re seeing enough to turn the overall growth rate positive, and if the economy’s impressive showing of late alter the economic outlook for the rest of the year. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Photo...

Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his expert analysis on what's weighing down the Dow Jones, what McDonald's first sales miss in 4 years signals on the consumer front, whether investors will see an acceleration in big tech in the coming weeks, as well as the Fed's recent signals on rate cuts. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com....

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP shares her insights on the brutal decline overnight, sentiments surrounding how the tech sector is faring, whether 2024 looks like a banner year for the Magnificent Seven, and how the Fed's latest message might play out when it comes to giving stocks direction. Presented by: Ryan Huang Producer: Yeo K...

James McCann, Deputy Chief Economist at abrdn shares his insights on the latest Fed meeting and how early rate cuts might be. 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 information.

Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on advertising revenue being a reflection of business outlook for the months ahead, sentiments surrounding the big tech stocks, and where money is flowing in recent times. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of contributors  See omny...

Alexander Morris, Chief Investment Officer, F/m Investments shares his insights on the Fed's fight against inflationary pressures and where that's headed, as well as impact of companies having to cut back on prices.  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 privac...

Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management weighs in on the latest US GDP figures, effects of the tight labour market on the US economy and inflation, as well as things to watch out for against the backdrop of the US Presidential Election. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented commun...

Nadine Terman, CEO & CIO at Solstein Capital shares her expert insights on how she is reading into the optimism in the markets right now, what earnings say about the health of the markets, how the consumer appetite might pan out in the coming months, as well as her expectations on the Fed's next move.   Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Photo credits: pix...

Chris Chavez, Market Strategist at Blue Line Futures shares his insights on the record highs on Wall Street in recent days, the disconnect between what the Fed is signalling versus market expectations, as well as sentiments surrounding the economy, spending and the impact of the US Presidential Election on investors looking to invest in China. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykai...

Gregory Branch, Founder & Managing Partner, Veritas Financial Group shares his insights on the latest investor sentiments, whether the rise in bond yields are set to pose headwinds for stocks and his expectations on the upcoming Fed meeting at the end of January. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented community of c...

Tim Urbanowicz, Head of Research and Investment Strategy at Innovator ETFs shares his insights on whether investors should be diving into the technology and small caps space right now, an outlook on how the next FOMC meeting might turn out, as well as an outlook on consumer sentiments. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its tale...

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the US economy is faring, what's driving consumer sentiments, expectations on the impact rate cuts would have on the US Dollar, and his takeaway from China's latest GDP figures. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Graphics credits: pixabay & its talented com...

Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on how soon we might see rate cuts, strength of the US economy, whether US consumers will be feeling the pinch from inflation levels in 2024, and if we'll be seeing more support for smaller companies.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Photo credits: pixabay & its...

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors weighs in on the current market momentum and how markets are looking to price in rate cuts, how the banking sector is navigating headwinds so far, as well as the strength of the US Dollar in the coming months.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Photo credits...

Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his expert take on whether the markets are seeing a rotation, what he makes of the latest inflation data and capital flows, and how the latest earnings season might pan out. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  Music/sound credits: pixabay & its talented community of contributors  See...

Laila Pence, President & Co-Founder, Pence Wealth Management shares her insights on how the inflation trajectory is moving, whether Bitcoin ETFs will be a key area on investors' watch in the coming months, and if investors should be chasing after the Magnificent Seven at this point. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy...

Christine Short, Vice President of Research at Wall Street Horizon  shares her expert analysis on whether the market rally is losing steam, what investors will be watching out for this earnings season, late earnings report index, and interest rates.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.

Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on the Magnificent Seven, how the market is pricing in on small, mid and bigger cap stocks, whether 2024 will be a year of normalisation and the areas of focus on investors' minds as the Fed signals rate cuts in the coming months. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See...

Ben Emons, Senior Portfolio Manager at NewEdge Wealth weighs in on the rocky start for markets in the first few days of the new year, impact of global uncertainties and conflicts on the oil sector, expectations of Fed rate cuts and what's on his playbook in 2024. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.

Cole Smead, CEO & Portfolio Manager, Smead Capital Management shares his insights on the economy and wages, Fed movements and rate decisions, whether the AI buzz will die down, and how 2024 looks like for banks as interest rates get pushed down. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.

Sonu Varghese, Vice President & Global Macro Strategist at Carson Group shares his insights on the mixed performance investors are seeing in the markets right now, how much the small caps performance reflect how the US economy is faring and investors' risk appetite for cryptocurrency as bitcoin celebrates its 15th birthday today. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.c...

Michele Schneider, Chief Strategist at MarketGauge Group shares her expert analysis on whether investors should be expecting a positive spillover effect in the tech sector in the new year, how lower rates in 2024 will drive consumer spending trends, energy prices, as well as names that are on the top of her radar as we ring in the new year. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaitin...

Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on the factors that are driving earnings growth, production gains on the AI front, and how investors should get ready for the new cycle of normalisation. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.