US Markets Wrap

Kathryn Rooney Vera, Chief Market Strategist at StoneX Group shares her insights on some of the latest corporate earnings reports, non-tech sectors to look at such as the industrials, materials, banks, Fitch Ratings' downgrading the US from AAA, a ranking the nation has held at Fitch since at least 1994 to AA+. But most importantly, the key data coming up this week, such as July's ADP Non-Farm Emp...

Sonu Varghese, Vice President and Global Macro Strategist at Carson Group shares his insights on consumer spending trends coming on the back of the latest earnings season, whether a recession is still expected and the Fed's positioning for the rest of the year. Presented by: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Tim Davis, Partner, Executive Managing Director, Wealth Manager, of Davis Executive Wealth Management Group at Steward Partners cautions against joining the A.I. craze, where a handful of technology stocks, known as the Magnificent Seven, have led the major averages like the Nasdaq and S&P 500, which characterizes Q2 of the markets. He also points out what needs to happen for the stock market...

Tim Urbanowicz, CFA, Head of Research & Investment Strategy at Innovator ETFs shares his insights on the latest Fed rate hike of a quarter percentage point, with another possible increase in September. What does that mean in the Fed's long fight against inflation? Is the market's current state of optimism about inflation too premature? What are the tell tale signs of a potential second wave of...

Michele Schneider, Chief Strategist, MarketGauge Group makes sense of the recent resilience and worrisome trends in the market, delving on the various factors driving consumer confidence in the face of rising rates and inflation, the impact of A.I. driven companies and the ongoing geopolitical risks on commodities and equities. Most importantly, she shares her take on how investors can unearth hid...

Are the seemingly positive economic indicators painting a true picture of stability, or are they masking deeper issues? George Schultze, Founder & Managing Member at Schultze Asset Management, dissects the latest macro data to reveal the truth behind the numbers and the stock market surge, the lingering problems in the banking sector, the alarming rise in bankruptcies and defaults worldwide, a...

Denis Poljak, Partner, Managing Director & Wealth Manager of the Poljak Group Wealth Management at Steward Partners weighs in on how emerging disinflationary forces, Fed policies, and other factors are shaping the bullish landscape while also considering the concerns raised by bears about stretched valuations and potential headwinds. Presented by: Ryan Huang  Producer: Yeo Kai Ting ( ykaiting@...

Will McDonough, Founder and CEO at EMG Advisors shares his insights on potential upside from Tesla becoming a gold standard of sorts for charging, what's moving in the EV space and whether the banking turmoil is over.  Presented by: Ryan Huang Producer :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 weighs in on the recent market movements which saw the three major averages- the Dow Jones Industrial Average, the Nasdaq and the S&P 500, all hitting a 52-week high.  Plus, second-quarter earnings season is off to a strong start amid an outlook that has gained traction after last week’s encouraging infla...

Ryan Detrick, Chief Market Strategist at Carson Group weighs in on the effects of the strong labour market on markets, possibility of an additional rate hike, whether he is repositioning away from tech to move into other areas, as well as what to look out for in the next earnings season. Presented by: Ryan Huang  Producer: Yeo Kai Ting ( ykaiting@sph.com.sg )   See omnystudio.com/listener for priv...

Matt Maley, Chief Market Strategist at Miller Tabak shares his insights on the four-day winning streak for the major averages, greedflation, how much the Inflation Reduction Act will help in managing inflation, as well as the slower growth in China. Presented by: Ryan Huang  Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

Gregory Branch, Founder & Managing Partner at Veritas Financial Group shares his analysis on current inflation data, how the elevated cost of living is playing out in the economy and whether we should be expecting a recession. Presented by: Ryan Huang  Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

From the surge in liquidity funds to the impact of A.I. and gaming mandates, Cameron Brandt, Director of Research at EPFR weighs in on how these factors are reshaping the investment landscape. Presented by: Ryan Huang  Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.

John Gagliardi, Vice President and Regional Brokerage Consultant at Fidelity Investments gives an analysis on what's leading the markets, Fed movements, whether investors should be looking out for a stock market or economic recession, as well as market opportunities to watch out for. Presented by: Ryan Huang / Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) This podcast is edited by Anthea Ng.  See...

Naeem Aslam, Chief Investment Officer at Zaye Capital Markets and Columnist at NASDAQ weighs in on market sentiment about a US recession, will there be a lower inflation in Q3 plus what's next for Apple after it crossed the $3 trillion value? Presented by: Ryan Huang / Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) This podcast is edited by Anthea Ng  See omnystudio.com/listener for privacy inform...

Mark Newton, CMT,  Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors weighs in on potential Fed rate hikes in the coming months, defensive sectors, whether the market rally is broadening out and if the NASDAQ is currently overbought.  Presented by: Ryan Huang This podcast is produced by Yeo Kai Ting ( ykaiting@sph.com.sg )   See omnystudio.com/listener for priv...

  Mark Matthews, Managing Director & Head of Research Asia at Julius Baer analyses the overnight action in the US markets, trends surrounding inflation and recession, how consumers are reacting to those changes and whether he is expecting rate cuts by end of the year.  Presented by: Ryan / Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) This podcast is edited by Anthea Ng ( nganthea@sph.com.sg...

In this last US Markets Wrap of the first half of 2023,  Katie Stockton, Founder & Managing Partner of Fairlead Strategies  explores whether now is the time to take an offensive stance in the tech sector and beyond. She also analyzes Micron's unexpected stock decline despite positive earnings, the susceptibility of the energy sector to oil price fluctuations, the significance of China's role i...

From market volatility to recession signals, the Fed has a difficult task ahead of maintaining a delicate balance of its defensive strategies. So, how should investors position themselves in the second half of 2023? Should investors be optimistic about the recent momentum and go with the A.I. hype?   Victoria Fernandez, Chief Market Strategist at the Crossmark Global Investments gives us her take...

Perry Switzer, Vice President for Investments at The Jeffrey Matthews Financial Group shares his take on the pullback in technology giants overnight, how markets are pricing in on the crisis between Russia President Vladimir Putin and private mercenary Wagner Group, as well as expectations for the market heading into the last trading week of the first half of 2022.  Presented by: Sean Cheong This...

David Dietze , Managing Principal and Senior Investment Strategist at Peapack Private Wealth Management discusses the tug-of-war between the bull and bear markets, whether the tech sector will continue a bullish outlook and if markets are pricing in on the Fed's warning of two additional rate hikes in coming months.  Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting ( y...

Joseph Sroka, Chief Investment Officer and Co-Founder of NovaPoint Capital weighs in on US Fed Chair Jerome Powell comments on inflation and employment, as well as what he is focused on for the rest of the trading weeks in June. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )    See omnystudio.com/listener for privacy information.

David Keller, CMT, President & Chief Strategist at Sierra Alpha Research, who’s also Chief Market Strategist, StockCharts.com weighs in on the pullback in US growth stocks, low volatility, outlook on outperformers, as well as the relative performance of Consumer Discretionary versus Consumer Staples. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.c...

Abigail Watt, Research Economist, abrdn shares her take on the latest markets movements following the Fed's latest rate pause, a projection of the US economy coming on the back of underlying inflation issues, and whether investors can expect a soft landing.  Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privac...

Frank Cappelleri, Founder and President of CappThesis weighs in of the Fed pause, risks of keeping rates too high, and whether we're at the end of a bear market. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy information.