US Markets Wrap

Ben Emons, Chief Investment Officer, FedWatch Advisors,  analyses another gloomy session for tech stocks; Palantir's sliding fortunes and concerns about over-valuation, the highlights from Q2 earnings for Target and Lowe's; and the takeaways from the Fed's July meeting minutes. Produced & Presented by Emaad Akhtar See omnystudio.com/listener for privacy information.

Nadine Terman, CIO & CEO, Solstein Capital, discusses the latest market sell-off after Big Tech stocks disappoint; Softbank's $2 billion lifeline for Intel and the US government weighing up a potential 10% stake in the chipmaker; what this week's retail earnings could reveal about consumer spending as well as the housing market; and what we can expect at the Jackson Hole Symposium.  Produ...

Steve Sosnick, Chief Strategist, Interactive Brokers discusses why investors appear to be more sensitive to good news and reacting less to bad news. This comes as a surprise reading last week in with a +0.9% monthly jump in both the headline and Core Producer Price Index levels - which stocks had generally yawned at. See omnystudio.com/listener for privacy information.

Jason Britton, Founder and CIO, Reflection Asset Management discusses the whipsaw session where markets initially sold off based on a disappointing Producer Price Index report, but rebounded as investors showed willingness to buy the dip, with the S&P turning positive at the end of the session to squeeze out a new record high for a third day in a row. See omnystudio.com/listener for privacy in...

Josh Gilbert, Market Analyst, eToro discusses how much justification there is for US Treasury Scott Bessent to call for a 50 bps rate cut in September, with a view that short-term interest rates should be between 1.5 percentage points and 1.75 percentage points lower than their current level. He weighs whether the Federal Reserve will bow to the rising pressure from the Trump administration....

Alex Morris, CEO & CIO, F/m Investments explains how the current rally isn’t driven by conviction, but instead it is cash-rich and retail flow investors chasing momentum, aided by structured products and index flows. He shares why while there are short term momentum wins are to be had, longer term, he prefers diversification to concentration. Produced/Presented: Ryan Huang See omnys...

Joseph Shaposhnik, founder and CEO of Rainwater Equity zooms in on the positive news from the software industry and AI beneficiaries in the latest earnings season, He discusses why he likes Constellation Software and Microsoft. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

David Abella, Director of Investments, GoalVest reviews how much momentum is behind the recent marke run, against  wall of worries -including: a rich S&P 500 valuation of 22.2X, relatively high tariffs that are now in force (which can cause stagflation), and continued tariff uncertainly especially with China, India, Mexico, and Canada.   Produced/Presented: Ryan Huang Image: Pet...

Frank Cappelleri, Founder and President, CappThesis discusses what the fundamentals and technicals are indicating about market momentum. He also shares how he is approaching investing in energy and gold, against the tariff environment.  Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Todd Rabold, Investment Management Partner, Callan Family Office discusses how the Trump administration will focus on deregulation once the tariff discussions are completed. He expects financial, energy and technology companies to be among the beneficiaries. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

José Torres, Senior Economist, Interactive Brokers, explains why stocks rebounded on Monday following Friday's steep losses; what recent weak economic data means for interest rates moving forward; the rational behind OPEC+'s decision to boost oil output; and how investors should position themselves in August - an historically weak month for markets.   Produced / Presented: Emaad A...

Daniel Tan, Portfolio Manager, Grasshopper Asset Management unpacks the main takeaways from the July FOMC meeting which saw no rate cuts as widely expected. He also looks at how much tariffs are driving the rate policy path and market sentiment. See omnystudio.com/listener for privacy information.

Damian McIntyre, Head of Multi-Asset Solutions, Federated Hermes discusses what the lower prospects of a rate cut will mean for markets, as uncertainty over the impact of tariffs loom. He also highlights the largely positive earnings season so far, where about 75 percent of companies that have reported have beaten expectations.  Produced/Presented: Ryan Huang See omnystudio.com/listener for p...

Josh Gilbert, Market Analyst at eToro unpacks what the latest earnings - including from Starbucks, Spotify - indicate about the growth outlook for the US economy. He also previews the FOMC's rate decision as the clock counts down towards the August 1st tariff deadline. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Ryan Detrick, Chief Market Strategist, Carson Group looks at the bullish set up for markets this week against a busy backdrop of megacap tech earnings and a FOMC rate decision. He also discusses three recent "worries" that are overdone. Presented/Produced: Ryan Huang See omnystudio.com/listener for privacy information.

Dilin Wu, Research Strategist, Pepperstone shares how much Japanese and Chinese markets will benefit from the easing of trade tensions. She also looks at the momentum being provided by the latest wave of earnings including Alphabet. Produced/Presented: Ryan Huang  See omnystudio.com/listener for privacy information.

Kyle Rodda, Senior Financial Market Analyst at Capital.com breaks down the Q2 earnings from Alphabet, Tesla, and IBM. He outlines the bright spots and weaknesses from the numbers. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Jay Woods, Chief Global Strategist, Freedom Capital Markets discusses how he is seeing signs of weakness with his favourite momentum indicator in the RSI is showing a slight bearish divergence. He believes much of the rally off the lows needs to be digested and accepted before climbing higher, especially in the S&P 500 stocks. Produced/Presented: Ryan Huang Image by Temel from Pixabay See...

Christine Short, Vice President of Research, Wall Street Horizon discusses what's in store for the Magnficent 7 with earnings from Tesla and Alphabet on tap in the coming days. She notes that the Q2 earnings season is already off to a fabulous start - thus far 83% of the 62 S&P 500 companies that have reported earnings have beaten expectations on the top and bottom-line, better than the 1...

Ben Emons, Chief Investment Officer, FedWatch Advisors  discusses what the latest earnings beats by the likes of Netflix, PepsiCo and etc signal about the US economy as well as what investors should take away. He also looks at what might happen if Fed Chair Jerome Powell gets replaced by President Donald Trump. See omnystudio.com/listener for privacy information.

Phil Orlando, Chief Equity Market Strategist, Federated Hermes discusses why investors are better placed to look for a pull back before entering into new positions, as storm clouds on the horizon present the potential to induce some modest profit-taking among investors. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Sevasti Balafas,  CEO, Goalvest, discusses the market's resilience in the face of recent tariff announcements; why the AI theme and dominance remains intact in the US; expectations for the upcoming June CPI report; and why Q2 earnings growth is expected to come in lower than Q1. Produced/Presented: Emaad Akhtar See omnystudio.com/listener for privacy information.

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg  discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios. Produced/Presented: Ryan Huang   See omnystudio.com/listener for privacy information.

Alex Morris, CEO, F/m Investments discusses why momentum does not always equate to optimism, and why investors should not try to buy on the dips in the current market. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

John Lekas, President and CEO of Leader Capital shares why the U.S. administration may be pursuing a deliberate weak-dollar policy, partly to gain an upper hand in trade with countries like China by making U.S. exports cheaper and putting pressure on foreign economies. He believes that the U.S. administration is using tariff threats mainly as sabre-rattling - as a strategy to weaken the dollar rat...