US Markets Wrap

Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the topsy turvy moves we're seeing in the bond markets as investors react to rate hikes this year, whether there's a disconnect between investors and what the Fed is signalling for 2024, and how the US Presidential Election is set to move markets. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com....

Cameron Brandt, Director of Research, EPFR shares his insights on how markets are reacting to the last Fed policy meeting so far, how the energy sector is set to sail in the coming year ahead, given the latest developments in the Middle East and Red Sea, as well as where the money flow is going next year?  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/...

Gregory Branch, Founder & Managing Partner at Veritas Financial Group shares his analysis of how markets are pricing into the Fed's latest moves and drop in yields on 10-year Treasury notes. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.

Rainer Michael Preiss, Partner & Portfolio Strategist at DAS Family Office shares his insights on whether investors need to be thinking about shifting their playbooks around, and how stocks are moving for the tech and oil sectors. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.

Kathryn Rooney Vera, Chief Market Strategist of StoneX Group shares her insights on the current Santa Claus rally that we're seeing in the markets right now, whether an overweight in tech is recommended for 2024, what might happen if met with a scenario where inflation re-accelerates, bullishness in the oil sector, as well as risks investors should look out for heading into the new year.  Presente...

Gordon Johnson, CEO & Founder at GLJ Research shares his insights on the momentum of the market rally, investors' expectations revolving the Fed's latest signals on interest rate cuts in 2024, sectors that investors should rotate away from, as well as investors' sentiments surrounding oil and gold.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/lis...

Chartered Market Technician, Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his analysis on expected effects of the Fed’s acknowledgement that the inflation “has eased” over the past year, how the rate cut dot plot would potentially look, how cautious investors should be as US equity valuations remain frothy compared with historical stand...

Brenda Vingiello , Chief Investment Officer at Sand Hill Global Advisors explains the latest reversal in market sentiments, why the Fed's changes are taking so long to take effect, and how long the effects will linger in the US economy after taking effect. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.

Laila Pence, President & Co-Founder of Pence Wealth Management shares her analysis on how markets are panning out ahead of the official jobs report, whether investors might see another rate hike this Christmas season, how far the tech run is expected to go in 2024 and the uncertainties that investors should look out for this year-end. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting...

Ian McMillan, Market Technician at Client First Tax and Wealth Advisors weighs in on whether investors will start to worry about a recession if the Fed policy remains too hawkish, if the hype over Gold at the moment is set to last, and how old prices are looking to move as COP28 continues this week. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listen...

Ryan Detrick, Chief Market Strategist, Carson Group shares his perspectives on whether there are more signs people are getting concerned that the market is running ahead of itself, effects of the past rate hikes, and sentiments surrounding productivity in the US and its impact on the economy. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for p...

Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst, Barrow Hanley Global Investors shares his insights on whether the market is getting ahead of itself, tone to expect from the next Fed meeting, and how the high rates might play out for sectors like retail and property, as well as the impact the upcoming US Elections might have on the markets. Presented by: Ryan Huang Producer...

Chris Chavez, Market Strategist at Blue Line Futures weighs in on expectations for a rate cut, sentiments around dropping oil prices and what investors should be looking out for.  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 latest movements in the market that seems to be losing steam after an early Santa Claus rally, potential near-term catalysts that the Fed might be looking out for ahead of its meeting in December, as well as sentiments in the property and communications sectors. Presented by: Ryan Huang Producer: Ye...

Matt Maley, Chief Market Strategist at Miller Tabak shares his insights on Fed Governor Christopher Waller's confidence that the current policy is “well positioned” to slow the economy and bring inflation back to 2%, as well as sentiments around energy, consumer demand and property. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy inf...

US stocked edged lower early this week, ending the session modestly in the red, with investors taking a post Thanksgiving pause as the holiday shopping season kicked in to high gear and retailers lured bargain hunters with Cyber Monday deals. Cameron Brandt, Director of Research at EPFR weighs in on consumer sentiments as retailers continue to entice people to spend this year-end, whether companie...

Uma Moriarty, Senior Investment Strategist, CenterSquare Investment Management weighs in on what's driving optimism in the markets currently, the retail landscape coming on the back of inflationary pressures, what jobless claim numbers are pointing to, as well as her sentiments on REITS right now. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener...

Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on sentiments surrounding what the Fed might do next, commentaries surrounding big tech and AI firms and the three horsemen that he has his eyes on right now. Presented by: Ryan Huang Produced and edited by: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.

Chartered Market Technician, Jay Woods, Chief Global Strategist at Freedom Capital Markets shares his insights on latest momentum playing out in the AI and big tech space, resistance level for the S&P 500, takeaways from the latest retail sales data, and expectations for the next Fed meeting. Presented by: Ryan Huang Produced and edited by: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio....

Christine Short, Vice President of Research at Wall Street Horizon shares her insights on whether the big tech rally is set to last and risks that investors have to watch out for in the space, the cautious tone retailers are having on consumer spending even as we near the year-end holidays, and what stood out for her when it comes to market sentiments surrounding the Xi-Biden summit. Presented by:...

Gregory Branch, Founder & Managing Partner, Veritas Financial Group weighs in on sentiments surrounding the latest inflation data and if the Fed is done with its rate hikes, as well as whether there are still opportunities in equities and the sectors that he is looking out for. Presented by: Willie Keng Produced and edited by: Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener f...

Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on what the normalised inflation for the US economy might look like moving forward, what the Fed might do in the coming months, whether he is expecting a US government shutdown, and how will this might impact markets. Presented by: Willie Keng Produced and edited by: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudi...

Abigail Watt, Research Economist, abrdn shares her insights on the impact investors could see with a looming government shutdown on the horizon, whether the Fed might cut rates next year and how the upcoming meeting between Xi and Biden will impact the world's two largest economies.  Presented by: Willie Keng Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy in...

Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management shares his take on whether the Fed is done with its rate hikes, what's fuelling the optimism surrounding Disney, possible opportunities investors can look at in the bond markets and the key risks as the year-end approaches. Presented by: Sean Cheong Produced and edited by: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omny...

Rick Bensignor, Founder & Managing Partner, The Bensignor Group shares his insights on how the market is performing across the different asset classes, potential fall in rates towards the end of next year, and what he's telling his clients now in terms of asset allocation. Presented by: Willie Keng Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy informati...