US Markets Wrap

Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments shares her take on the mood around Wall Street as investors await the FOMC meeting, rising energy costs, implications of the elevated rates for the markets and US Dollar, as well as optimism surrounding the AI space. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for pri...

Mark Matthews, Managing Director & Head of Research Asia at Julius Baer weighs in on how markets are pricing in ahead of the September Fed meeting and the chance of a November rate hike. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on how markets are moving amid the nagging inflation, as well as an outlook on the auto sector.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares insights on the driver behind the hotter than expected CPI, whether the Fed will leave rates elevated for longer and what they'll be watching out for ahead of the FOMC meeting next week. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Gregory Branch, Founder & Managing Partner, Veritas Financial Group weighs in on where consumer appetite is headed against a slew of factors like elevated interest rates and inflation, whether another Fed rate hike is on the table, and how investors should be positioning themselves for the rest of 2023. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/...

Jason Bottenfield, Partner and Managing Director of Park Cities Group at Steward Partners shares his outlook for the tech sector ahead of Apple's new iPhone launch, how investors should chart the way forward amid a sticky inflation and if cash piles accumulated during the pandemic are starting to diminish.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/...

Michele Schneider, Chief Strategist, MarketGauge Group shares her analysis on how the markets are moving as the benchmarks go through a bit of a slump, energy outlook as OPEC+ talk about supply cuts, at what point can divisions remain between the retail market and growth sector, as well as latest consumer sentiments on the tech sector. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph...

Will McDonough, Founder and CEO at EMG Advisors provides his insights on the US Dollar, how markets are shaping up ahead of a traditionally 'fireworks September', as well as factors expected to drive oil prices down the road. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his analysis on what markets might look like in September which is traditionally seen as the worst month of the year, how rates and small caps are panning out, as well as optimism surrounding energy markets.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnys...

Rick Bensignor, Founder & Managing Partner, The Bensignor Group weighs in on the market bounce ahead of the FOMC meeting next month, S&P movements, as well as the crypto run.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Bill Baruch, President at Blue Line Futures shares his insights on how consumer confidence is panning out in the markets, against the backdrop of a tough month for markets, as well as new Apple releases expected in the coming month ahead. He also weighs in on how bullish he is on Nvidia.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privac...

Abigail Watt, Research Economist at abrdn shares her insights on the drivers behind a slight rebound in the markets, how consumers' spending patterns are shifting, how the resilient US labour market might affect wages, as well as expectations on the China market.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Laila Pence, President & Co-Founder, Pence Wealth Management  shares her insights on market volatility and inflationary pressure expectations ahead of the Jackson Hole Economic Symposium, as well as bullishness in the AI space.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Ian McMillan, Market Technician at Client First Tax and Wealth Advisors shares his technical analysis on the latest movements in the major averages, as well as what investors are looking out for at the Jackson Hole Economic Symposium.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Uma Moriarity, Senior Investment Strategist & Global ESG Lead at CenterSquare Investment Management shares her insights on how Treasury yields are moving, consumer recovery, as well as whether there is still upside on the AI run. 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 weighs in on whether it's a good time to be locking in profits now, undervalued sectors such as communications and real estate, the AI frenzy, as well as whether the China reopening story is set to take flight later this year.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener...

Lauren Goodwin, Senior Director for Multi-Asset Solutions at New York Life Investments shares her insights on expectations of a recession, whether there's a disconnect between what the markets are trying to price in and what the Fed is saying, as well as how she sees markets playing out, coming on the back of rising bond yields.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.s...

Cameron Brandt, Director of Research at EPFR shares his insights on inflation numbers, market momentum on the back of uncertainty on the political developments, and whether investors are moving towards gold, hedging against inflation.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Phillip Streible, Chief Market Strategist, Blue Line Futures weighs in on the resilience of the US consumer, whether China's deflation will move over to the US, and movements in the gold, silver and copper space.  Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Yussef Gheriani , Director of Investments and Operations at IHT Wealth Management provides insights on investors' sentiments surrounding an earlier tech rally, consumers' willingness to spend against a mixed batch of inflation reports and how China's deflation is set to impact the US manufacturing sector. Presented by: Sean Cheong Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/l...

Paul Wankmueller, Director of Business Development at Martin Fund Management shares his insights on the latest US inflation numbers and what that means for gold investors, whether the strong momentum from solid tech names will continue holding up, as well as oil prices. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

David Lundgren, Founder & Chief Market Strategist at MOTR Capital Management & Research weigh in on how markets are moving against earnings, whether investors should be concerned that US debt downgrade seems to have taken some wind out of sails from markets, and trends in the AI space. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for p...

Rainer Michael Preiss, Partner & Portfolio Strategist at DAS Family Office shares his insights on what's driving investor optimism building up in the markets and the big AI theme right now, attractiveness of China investments against the backdrop of talks on potential stimulus measures, as well as how it stacks against interest in Japan. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiti...

Sophie Lund-Yates, Lead Equity Analyst at Hargreaves Lansdown weighs in on the extended sell-off, Fitch Ratings downgrade, consumer spending and whether Apple is impressing investors enough, as well as the tech rally so far. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Nadine Terman, CEO & CIO of Solstein Capital shares her insights on market reactions coming on the back of the Fitch downgrade, positioning for the rest of the year, as well as whether there are signs that investors are flocking back to Japan away from US markets when it comes to capital flow.  Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener...