US Markets Wrap

Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her expectations on where the Fed policy is heading, as well as sentiments on the tech sector, employment landscape and earnings, coming on the back of rising costs.  Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )          See omnystudio.com/listener for privacy info...

Sonu Varghese, Vice President & Global Macro Strategist at Carson Group weighs in on the new bull market, elevated inflation levels, how markets are pricing in ahead of the upcoming FOMC meeting, as well as where energy sector stands. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )      See omnystudio.com/listener for privacy information.

David Lundgren, Founder & Chief Market Strategist, MOTR Capital Management & Research gives his analysis on whether the rise in S&P 500 is signalling a broadening out of the rally, tech rallies in 2023, as well as VIX movements. 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.

Andrew Krei, Co-chief Investment Officer at Crescent Grove Advisors weighs in on the upcoming Fed meeting and momentum of tech stocks and how much potential issuance of bonds from the Treasury will drain away from other parts of the market. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )    See omnystudio.com/listener for privacy information.

Tim Murray, Capital Market Strategist & Vice President at T Rowe Price Associates shares an outlook on the US economy ahead of the upcoming FOMC meeting and potential opportunities that investors can look out for. 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.

George Schultze, Founder & Managing Member at Schultze Asset Management weighs in on the S&P 500 movement, markets reaction post debt-ceiling deal, trends in the AI space amid a top-heavy market and the worries top of investors minds right now. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy info...

Michele Schneider, Chief Strategist, MarketGauge Group weighs in on the overnight slump across the board on the benchmarks and where the momentum is heading. She also provides a deeper analysis on the AI bandwagon, oil prices and opportunities that she's looking out for in the days ahead. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )    See om...

Eric Beiley, Executive Managing Director at The Beiley Group of Steward Partners Global Advisory weighs in on how markets are pricing in on the upcoming vote on the US debt ceiling, the upcoming FOMC meeting, sentiments behind the recent tech rally and stocks that are looking attractive right now. Eric Beiley is Forbes Best-In-State Wealth Advisor (2019 - 2023) and Top 400 Financial Advisor for 20...

Kristina Hooper, Chief Global Market Strategist at Invesco shares her perspective on the latest market reactions as Biden and McCarthy appear near to deal on US debt ceiling as default looms, the seeming disconnect between what the Fed is projecting versus what the market is expecting, an outlook on how China's scaled-back growth is weighing on the markets, and whether AI has been overbought. Pres...

Brian Shannon, Chartered Market Technician & Owner of Alphatrends shares a analysis of the latest price action from the markets coming on the back of a spike in Nvidia shares in extended trading after a huge forecast beat driven by AI chip demand, what the technicals are signalling and where investors are likely to look in the coming days. Presented by: Sean Cheong This podcast is produced and...

Matt Maley, Chief Market Strategist at Miller Tabak shares his perspective on whether the banking turmoil is gradually easing, if an expected consumer spending deterioration is on the cards especially as core inflation remains hot, and whether the recent NASDAQ outperformance was an anomaly. Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )    Se...

Dave Sekera, Chief US Market Strategist at Morningstar Research Services gives a deep-dive on how markets are pricing out as Washington nears the June 1 deadline set by US Treasury Secretary Janet Yellen, as well as an analysis on the tech and oil sectors.  Presented by: Sean Cheong This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg )  See omnystudio.com/listener for privacy...

Ian McMillan, Market Technician at Client First Tax and Wealth Advisors weighs in on how a Debt Ceiling Deal might move markets as major averages ended a second consecutive positive session, expectations on consumer patterns and whether he is anticipating a Fed rate cut at the upcoming FOMC meeting. Presented by: Ryan Huang This podcast is produced and edited by Yeo Kai Ting ( ykaiting@sph.com.sg...

US stocks rose as investors hold on to hope that President Joe Biden and congress leaders will come to a deal on the US debt ceiling to avoid a catastrophic default. Rainer Michael Preiss, Partner & Portfolio Strategist at Das Family Office , a Singapore-registered independent asset management company with global investment expertise, weighs in on whether he thinks markets will rally should a...

Concerns over the potential of a default weighed on investors' mind in Tuesday's regular session. US President Joe Biden is also cutting short his visit to Asia as the push to strike a deal to raise the nation's borrowing limit grows more urgent. Laila Pence, President & Co-Founder of Pence Wealth Management shares her analysis of the threat of an economic nightmare and recommendations on wher...

All eyes on Wall Street are turning to the Tuesday meeting between congressional leaders and President Joe Biden, as the American leader echoed a more optimistic view of the ongoing negotiations over the weekend, while House Speaker Kevin McCarthy said significant obstacles still remain. As investors anxiously await progress on a deal to raise the debt ceiling before 1st June,  Gregory Branch, Fou...

Stocks ended the day mixed, while Treasuries rallied.  Investors came off a fourth straight losing session for the Dow Jones Industrial Average which slid more than 200 points. Stocks were weighed down by Disney’s decline a day after it reported poor subscriber numbers. The regional banking sector also saw stress after PacWest Bancorp reported a drop in deposits exacerbated investors’ sentiment. J...

The Nasdaq Composite closed higher, as investors fled to tech stocks after a tamer-than-expected inflation report. April consumer prices climbed 4.9% from a year ago, lower than the 5 per cent gain anticipated by economists polled by Dow Jones. "A little bit of a wild ride today, but a great close," says Bill Baruch, President of Blue Line Futures who shares his analysis on the latest movements in...

Stocks closed lower as investors ready themselves for key inflation reports due later this week and progress on the US debt limit. Nadine Terman, CEO & CIO of Solstein Capital shares her analysis on how markets are pricing in on jittery moments as investors wait out for progress on the US debt ceiling debates, where investors should be looking to for safety and what the stock buybacks in the t...

US equities eked out a small gain on Monday while Treasuries fell as investors weigh out what it would take to finally reverse the Federal Reserve’s path on rates after a survey of loan demand showed signs of credit tightening. Paul Wankmueller, CMT, Director of Business Development at Martin Fund Management shares his technical analysis on a surprising bounce in demand for some loan categories, o...

Stocks closed lower for a fourth day running, coming on the back of renewed bank worries, The Dow too, turns negative for the year, pulling back 0.06% year to date, with declines in Boeing, Disney, Goldman Sachs and American Express shares dragging on the Dow. Yussef Gheriani, Director of Investments and Operations at IHT Wealth Management gives a deep dive on ripples shaking the banking sector, h...

Stocks fell after the Federal Reserve raised rates by 25 basis points, as widely expected. Rates were raised by another quarter-point to a target range of 5% to 5.25%, the highest level since 2007. Kelvin Wong, Senior Market Analyst at OANDA shares his take on the notable movers overnight, the risk of a recession and whether he thinks the banking sector is healthy at this point.   See omnystudio.c...

Stocks tumbled overnight on Wall Street as jitters around contagion in the regional banking sector returned ahead of the Federal Reserve’s rate decision.  Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors analyses the banking turmoil, VIX index and what the technicals say about the healthcare, tech & banking sectors. Presenter: Ryan Huang Produ...

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his perspective on whether JPMorgan buying First Republic Bank assets will help to soothe nerves, what to watch out for ahead of FOMC's meeting and an analysis on earnings season so far. Presenter: Ryan Huang Producer: Yeo Kai Ting ( ykaiting@sph.com.sg ) See omnystudio.com/listener for privacy information.