US Markets Wrap

Frank Cappelleri, Founder and President, CappThesis unpacks how Wall Street’s major indices closed lower, on the latest developments from US President Donald Trump announcing hefty tariffs against Japan, South Korea and other trading partners. He also looks at how much weight we should be putting on the recent formation of a Golden Cross for the S&P500. Produced/Presented: Ryan Huang See...

Steve Sosnick, Chief Strategist, Interactive Brokers discusses how some good news on the trade front is lifting markets to new record highs, though investors are keeping a close eye on the condition of the US labour economy - where reports have been somewhat conflicting.  Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Todd Rabold, Investment Management Partner, Callan Family Office discusses the passing of President Donald Trump's Big Beautiful Bill in the Senate and next steps; Fed Chair Jerome Powell's comments at the ECB forum; expectations for the upcoming nonfarm payrolls report and its potential implications for future Fed interest rate decisions; and how investors should be positioning themselves in the...

Jason Britton, Founder and CIO, Reflection Asset Management looks at how the latest market highs have been achieved on the back of the news that Canada decided to rescind its digital service tax in an attempt to bring the US back to the negotiating table. He also unpacks his outlook on various sectors including retail, energy and technology. See omnystudio.com/listener for privacy information.

Ben Emons, Chief Investment Officer, FedWatch Advisors discusses how markets are pricing in the Fed's rate moves as the US dollar falls to a new 3 1/2 year low on the Euro, and amid reports of US President Trump mulling announcing a replacement for Fed Chair Jerome Powell. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Mark Giambrone, Head of US Equities and Portfolio Manager/Analyst, Barrow Hanley Global Investors discusses why he remains optimistic about the market outlook despite the conflict in the Middle East and why he is staying overweight on AI investment plays.   See omnystudio.com/listener for privacy information.

Dilin Wu, Research Strategist, Pepperstone  discusses what appears to be counterintuitive market responses to US intervention in the Middle East as well as Iran's strike on a US airbase in Qatar. She looks at what could drive oil prices in the near future. Produced/Presented: Ryan Huang Image: Geralt via Pixabay See omnystudio.com/listener for privacy information.

Deborah Cunningham, Chief Investment Officer, Global Liquidity Markets, Federated Hermes discusses the takeaways from the Fed’s decision to keep rates on hold as officials watch Trump’s tariffs and Israel-Iran conflict. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Damian McIntyre, Head of Multi-Asset Solutions, Federated Hermes discusses how markets are responding over fears that Iran could use its military to shut down the Strait of Hormuz, which sees nearly 25% of all global oil production flow through it daily. He also looks at why while Tariffs and Trump's Tax bill can cause short-term volatility in July, they also have the potential to be upside cataly...

José Torres, Senior Economist at Interactive Brokers  discusses the risk-on mode returning to markets as concerns ease around the odds of the Israel-Iran conflict spreading wider. He also previews the FOMC rate decision in view of oil price volatility plus recent jobs and inflation data. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses if the pressure from President Donald Trump on the Fed to cut rates is warranted in view of the recent cooler than expected inflation data. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Nadine Terman, CEO & CIO, Solstein Capital  discusses how much of a deal has been struck between the US and China, with outlines of a plan to restart the flow of sensitive goods, meaning China will speed up rare earth metal shipments, and the US will ease some export controls. She talks about what else is worrying investors.  Produced/Presented: Ryan Huang Image by  Mohamed Hass...

Alex Morris, CEO, F/m Investments,  discusses the second day of US-China trade talks in London; potential investment implications of the Trump-Musk fallout; expected moves from the Fed in light of recent jobs data; and why the "Split between TBIL & RBIL & Chill" strategy may be appealing to investors.   Produced/Presented: Emaad Akhtar Image: Pixabay See omnystudio.com/listener f...

Christine Short, Vice President of Research, Wall Street Horizon discusses the significance of US-China trade talks in London, especially around critical minerals; what market watchers can expect from two key inflation readings (CPI and PPI) this week; and why Apple's 2025 Developers Conference didn't wow investors on the AI front. Produced/Presented: Emaad Akhtar Image: Pixabay See omnystudio.com...

Chris Weston, Head Of Research, Pepperstone  discusses the future trajectory of US equities including risks, the noise likely to emanate from the debate in the Senate on the Big Beautiful Bill, how markets may react to May non-farm payrolls data out on Friday, continued downside risks to the USD, and what this all means for gold. Produced/Presented: Emaad Akhtar Image: Pixabay   See omny...

Kyle Rodda, Senior Financial Market Analyst, capital.com  explains the cyclical and secular factors behind the US dollar's continued weak showing, whether global investors are actively rotating out of dollar-denominated assets and the EM carry trade will gather steam, as well as why recent tech results are being underappreciated. Produced/Presented: Emaad Akhtar Image: Pixabay See omnystudio....

Todd Rabold, Investment Management Partner, Callan Family Office discusses the main highlights from the economy's stellar performance in May, whether the OECD's slashed growth forecasts may throw a spanner in the works and why much of the concern around Trump tariffs has largely dissipated. Produced/Presented: Emaad Akhtar Image: Pixabay See omnystudio.com/listener for privacy information.

Jason Britton, Founder and CIO, Reflection Asset Management  discusses how the continuing sign of the times will be Trump's tariffs and the administration's willingness to subject the US economy to tantrums while the Federal Reserve looks to see what, if any, actual effects permeate the economy, and whether those effects cool inflation and or slow job growth.  Produced/Presented: Ry...

Michele Schneider, Chief Strategist, MarketGauge Group looks at the pockets of strength in the markets led by retail and semiconductors - reflecting how consumers have not given up, and the growth stocks remain the story. She zooms in how in the retail space, the vanity trade based on the domino effect of the diet drugs is waking up-from a trend to a megatrend. Produced/Presented: Ryan Huang &nbsp...

Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management discusses how Nvidia's latest earnings report reflects how the AI wave is real - which is why tech and quality are the places for investors to be. Produced/Presented: Ryan Huang   See omnystudio.com/listener for privacy information.

Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares why he believes the broader markets (SPX, QQQ) have generally not broken their uptrends. He also looks at how Apple is positioned after going through range-bound consolidation lately. Newton adds his views on why Copper is worth looking at and the various ways to approach investing in...

Mark Giambrone, Head of US Equities and Portfolio Manager / Analyst, Barrow Hanley Global Investors discusses why now may be a better time to start scouting for undervalued riskier assets, amid the uncertainty from the tariff environment. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Dilin Wu, Research Strategist, Pepperstone discusses the significance of US policy makers approver a bill - with tax cuts and increased military spending - estimated at nearly $4 trillion. She also reviews the opportunities in the Hang Seng Index and Gold. Produced/Presented: Ryan Huang Image by Qimono via Pixabay See omnystudio.com/listener for privacy information.

Shane Oliver, Chief Economist & Head of Investment Strategy, AMP Capital discusses the spike in bond yields following a weak auction of 20-year bonds. The selloff in long term debt saw equity markets having their worst session in a month, with the S&P 500’s slide topping 1.5%. He also discusses the implications of a weakening greenback. Produced/Presented: Ryan Huang See omnystudio.c...

Kyle Rodda, Senior Financial Market Analyst at Capital.com discusses the tech sell off weighing on markets in the latest Wall Street session, which snapped a six-day winning streak. He also shares why he is short on the USD and long on gold. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.