US Markets Wrap

George Schultze, Founder and Managing Member at Schultze Asset Management discusses how despite recent easing of U.S.-China trade tensions, significant uncertainties persist. He shares why more investors are looking beyond the US to other markets for better opportunities.  Produced/Presented: Ryan Image: Pixabay See omnystudio.com/listener for privacy information.

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group discusses how there are still pockets of the market that are still struggling in the space of transport, small caps, and homebuilders - despite recent headlines of easing trade tensions providing relief to markets. Produced/Presented: Ryan Huang  Image: Pixabay See omnystudio.com/listener for privacy information.

Steve Sosnick, Chief Strategist, Interactive Brokers discusses how investors should manage what he describes as Socially Acceptable Volatility in the markets. He also explains why they should pay closer attention at instruments like options as a way to both protect themselves and find opportunities in the current environment. See omnystudio.com/listener for privacy information.

Frank Cappelleri, Founder and President, CappThesis shares why he is keeping a close eye on stocks such as Coinbase, Mondelez International, AT&T, The Williams Companies and Krogers. See omnystudio.com/listener for privacy information.

Ryan Detrick, Chief Market Strategist, Carson Group  discusses the impact of larger-than-expected US-China tariff cuts on markets and future interest rate decisions by the Fed. He also highlighted companies / sectors that spearheaded a positive earnings season. Produced/Presented: Emaad Akhtar See omnystudio.com/listener for privacy information.

Laila Pence, President & Co-Founder, Pence Wealth Management discusses how the new US-UK trade deal will impact markets and the economy. She also shares why she likes sectors such as defence, big tech and AI and weight loss drugs. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

José Torres, Senior Economist at Interactive Brokers, discusses how investors are embracing defensive positions as stocks are continue to lose ground this week as several firms signal profitability concerns in light of tariff pressures. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Dave Sekera, Chief US Market Strategist, Morningstar Research Services discusses how to position amid the tariff environment, as well as why investors should ignore data points like GDP releases. He shares some of his winners in the current earnings season including Microsoft and Meta, plus other stock picks. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors breaks down the takeaways from the latest earnings from Apple, Amazon, Airbnb, and Reddit. Key issues include the projected impact of tariffs on their outlook, as well as how ad spending is holding up amid concerns over consumer spending sentiment. See omnystudio.com/listener for privacy information.

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital discusses whether markets are now at an inflection point with signs of the Trump administration dialing back on tariffs and gravitating towards deal-making. He shares why he sees further upside for the S&P 500 by the end of the year. See omnystudio.com/listener for privacy information.

Chartered Market Technician Jay Woods,  Chief Global Strategist, Freedom Capital Markets previews the "magnificent earnings" out this week including those from Meta Platforms (META), Microsoft (MSFT), Apple (AAPL) and Amazon (AMZN). He discusses what investors will be looking out for in the space of AI, tariffs, and the global economy as the stocks hope to build off their recent price momentu...

David Dietze, chief investment strategist at Dietze Wealth Management Group discusses any significant dips in the market should be bought. He also shares the rationale behind some of his current stock picks including Intel, Pfizer, Exxon. He also  any significant dip should be bought.   See omnystudio.com/listener for privacy information.

Jason Britton, Founder and CIO at Reflection Asset Management shares his insights on whether it's a good time to get excited about getting back into markets, latest sentiments surrounding earnings season, where would investors find the more defensive names, and how much of a concern a potential recession is to companies and investors.  Presented by: Ryan Huang Produced by: Yeo Kai Ting (...

Mark Newton , CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors discusses why despite the ongoing volatility, last week’s volume and price action suggests a good likelihood of a short-term low in place for US stocks, which might now be followed by a push higher in a “2-steps forward, one-step back” type process into May. Prod...

Michele Schneider, Chief Strategist at MarketGauge Group shares her insights surrounding tech stocks being under pressure of late, how the tit for tat trade war is playing out, whether the Fed will be inclined to lower rates, as well as where the current optimism lies. She also weighs in on how investors can diversify their portfolio right now.  Presented by: Ryan Huang Produced by: Yeo Kai T...

Todd Rabold, Investment Management Partner from the Callan Family Office shares his insights on on the topsy-turvy market movements in recent days and whether traditional safe havens like US Treasuries and the dollar are losing their appeal in light of President Trump’s new tariffs. He also weighs in on consumer sentiments and if he foresees a notable pullback or reallocation by investors in...

Christine Short, Vice President of Research, Wall Street Horizon shares her insights on whether the latest market reprieve will last as US President Donald Trump makes exemptions for tariffs on smartphones and other electronics. Presented by: Ryan Huang Produced by: Yeo Kai Ting ( ykaiting@sph.com.sg ) Photo credits: AP / Brendan Smialowski See omnystudio.com/listener for privacy information.

Dilin Wu, Research Strategist, Pepperstone shares her insights on how markets are pricing in the potential retaliation from China, bond market movements, rise in Hang Seng Index and whether she is bracing for more headwinds as the US earnings season kicks off. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Kevin Frayer/Getty Images; Nathan Howard/Reute...

Chris Weston, Head Of Research, Pepperstone shares his insights on the magnitude of the latest signals in the markets following Trump's latest tariff surfs, odds of a recessions on the horizon, whether the retaliatory tariff moves between the US and China could escalate even further in coming days, as well as how investors are navigating in order to find a window for entrance.  He also weighs...

Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on how much downside investors should brace themselves for as Trump's tariffs kick in, outlook on growth given the tit-for-tat tariffs and whether we're headed for a slowdown. He also weighs in on which safe havens investors are looking into right now, whether they should be cutting exposure from equities and if gold is still sh...

Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on whether investors are overreacting to the latest tariffs, where he's sitting right now with recessionary fears reverberating through the markets, impact of the tariffs on prices, and what's on investors' playbooks right now amid the waves of uncertainty. Presented by: Ryan Huang Produced by: Yeo Kai Ti...

Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management shares his insights on the broad selloff we're seeing in the markets, growing talks on a potential recession, odds of more rate cuts, as well as the playbook for investors trying to find a harbour of sorts to get into a position to hedge their bets or investments. He also weighs in on record buybacks and whether the cor...

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the latest tariff headlines coming out of the US, impact on global growth, whether we are likely to see the China Plus One effect, as well as the current momentum behind gold at the moment. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Carlos Barria | Reuters S...

Alex Morris, CEO at F/m Investments shares his insights on the gold action right now, and its prospects for the rest of the year. He also weighs in on inflation, instruments that are worth looking at right now, durations that he is opting for when it comes to treasury inflation protected securities, and his playbook for equities and energy.  Presented by: Ryan Huang Produced by: Yeo Kai Ting...

Sevasti Balafas, CEO at GoalVest shares her insights on choppiness in the markets ahead of "Liberation Day" on 2nd Apr as promoted by President Donald Trump, rotation away from some expensive names, CoreWeave's US initial public offering, as well as sentiments around recessionary fears. She also weighs in on what investors' playbooks are looking like as we head into the rest of 2025, amid an uncer...