US Markets Wrap

Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on what he's watching out for as Trump sways back and forth on tariffs, how bad it is when it comes to market pricing, and whether investors should be cutting down their exposure in the markets right now. He also weighs in on whether Tesla is on his shopping list and his current position on gold as an asset amid t...

Ben Emons, Chief Investment Officer, FedWatch Advisors shares his insights on the potential effects of Trump's tariffs on consumers and how it might be absorbed into the markets, expectations on whether US will fall into a recession, and how the Fed might shift with tariff discussions swaying back and forth. He also weighed in on Fed Chair Jerome Powell's comments on the the inflationary impact of...

Nadine Terman, CEO & CIO of Solstein Capital shares her insights on the late day rally seen in some technology stocks, how weak consumer sentiments could impact retail, IT and marketing budgets, and how the current uncertainty will affect corporate deal-making. She also weighs in on bright spots and what the playbook on China looks like currently. Presented by: Ryan Huang Produced by: Yeo Kai...

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his insights on the indicators that are giving hints to whether the market has started bottoming out, investors' risk appetite with the swing in headlines of late, and how much he would weigh the two expected rate cuts that the Fed could be looking to introduce in coming months.  Pres...

Ryan Detrick, Chief Market Strategist at the Carson Group shares his insights on the latest Fed decision to hold rates steady, whether investors have started shaking off concerns over what might come, how companies are playing the balancing act, and whether there's a chance for investors to buy in on the dips. He also weighs in on what's on his shopping list and what he is staying away from....

David Dietze, President of the Dietze Wealth Management Group shares his insights on whether investors should expect more bargains, or is the risk of declining profit outlooks a major concern; drop in Tesla, Palantir and Nvidia; as well as the likelihood of divergence of global fiscal and monetary policies coming on the back of European countries are ramping up defense expenditures. He also weighs...

On this episode of US Markets Wrap, we dive into key overnight movements in the markets, stocks making the biggest midday moves, an outlook on this week's Fed meeting, as well as how grocery prices are giving hints on current consumer sentiments. Presented by: Emaad Akhtar Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Bloomberg; Reuters/Dado Ruvic/Dado Ruvic See omnystudio.co...

Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on a new slew of tariffs from Trump, including a 200% Tariff on all wines, champagnes and alcoholic products coming out of France and other EU represented countries, how investors should be positioned right now, as well as possible paths the Fed will take when they meet next week. Presented by: Ryan Huang P...

Jason Britton, Founder and CIO, Reflection Asset Management shares his insights on investors' worries over the recession risk, latest CPI data, how investors are allocating their portfolios across sectors, as well as his takeaways from the recent earnings season. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: AFP See omnystudio.com/listener for privacy info...

Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital shares his insights on how investors are reacting to Trump's back-and-forth trade policy moves, fears over a potential recession and expectations on February's consumer price index. He also weighs in on the AI buzz and whether we are set to see gold prices soar to $3,000 an ounce this March. Presented by: Emaad Akhtar Produ...

Frank Cappelleri, Founder and President of financial research firm, CappThesis , shares his insights on Wall Street's steep pullback after the latest concessions from the White House on President Donald Trump’s controversial tariff policies failed to calm rattled investors. Presented by: Ryan Huang Produced by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: pixabay & its talented comm...

Michele Schneider, Chief Strategist at the MarketGauge Group shares her insights on how the major averages are moving, the latest on consumer index signalling some sluggishness, price movements that investors should be looking out for coming on the back of tariffs and where the pain points might be. She also weighs in on why IBM and Adobe are on her current stock shopping list. Presented by: Ryan...

Sonu Varghese, Vice President & Global Macro Strategist at the Carson Group shares his insights on the headwind of tariffs and uncertainty related to even more tariffs down the line, potential safe haven sectors, whether tariffs might derail the tentative rebound in US manufacturing and what the market's next concern might be. Presented by: Emaad Akhtar Produced by: Yeo Kai Ting ( ykaiting@sph...

US stocks slid today as investors braced for US President Donald Trump’s proposed tariffs on Canada, Mexico and China to go into effect by the midnight deadline.  Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on whether we could see a last minute deal on that front, how long they might be in place, whether investors should be expecting retaliatory tari...

Todd Rabold, Investment Management Partner at the Callan Family Office shares his insights on latest market drivers on the back of Trump's tariffs, Nvidia's earnings beating expectations and its attractiveness to investors at this point, as well as sentiments surrounding AI, small caps and value stocks.  Presented by: Ryan Huang Produced by: Yeo Kai Ting ( ykaiting@sph.com.sg ) Photo credits:...

Dan Skubiz, Senior Portfolio Manager, F/m Investments shares his insights on uncertainty making its way through the markets in the latest session, outlook for the rest of the way coming on the back of potential tariffs on the horizon, how competition from DeepSeek is impacting other AI-related companies and stocks, and whether bonds still reliably help diversify investor portfolios. Presented by:...

Howard Silverblatt, Senior Index Analyst, Product Management, S&P Dow Jones Indices shares his insights on the slight decline we're seeing in the markets, Magnificent Seven moves, and consumers' concerns surrounding earnings. He also weighs in on long-term effects of Trump's tariffs, and where the retail and automobile sectors are headed. Presented by: Ryan Huang Produced by: Yeo Kai Ting ( yk...

Laila Pence, President & Co-Founder of Pence Wealth Management shares her insights on whether the markets are giving investors a window of buying opportunity, what Walmart's expectations of a slowing profit growth for the year signals, and whether tariffs could potentially weigh on earnings in time to come. She also weighs in on her top conviction calls: financials, artificial intelligence and...

Dilin Wu, Research Strategist at Pepperstone shares her insights on what's driving markets higher, latest FOMC minutes, bounce in Chinese tech shares, as well as game changers that she is watching out for. Presented by: Ryan Huang Produced by: Yeo Kai Ting ( ykaiting@sph.com.sg ) Photo credits: IronFX See omnystudio.com/listener for privacy information.

Rick Bensignor, President, InTheKnowTrader.com shares his insights on his takeaways from the latest NASDAQ movements and where the directional bias is right now. He also weighs in on inflationary expectations and other headwinds that could encourage the Fed to keep rates higher for longer, where gold and bitcoin are headed, and whether Trump's move to stop to stop minting pennies could result in t...

Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on the bounce in tech names like Nvidia, AppLovin and Tesla; whether he is factoring in the impact of tariffs while approaching the market right now; as well as his takeaways from the hotter-than-expected CPI numbers. Presented by: Ryan Huang Produced by: Yeo Kai Ting ( ykai...

Chris Weston, Head of Research at Pepperstone shares his insights on the latest hotter-than-expected CPI numbers, inflation expectations, as well as the effects tariffs might have. He also weighed in on key areas of investment opportunities that traders can potentially look at.  Presented by: Ryan Huang Produced by: Yeo Kai Ting ( ykaiting@sph.com.sg ) Photo credits: Lucy Nicholson / File Pho...

In remarks before the Senate Banking Committee, Fed Chair Jerome Powell called the economy “strong overall” with a “solid” labor market and inflation that is easing but still above the Fed’s 2% goal. He also reiterated the central bank’s commitment to bringing inflation down and signaled that policymakers aren’t in a rush to get interest rates lower. Rick...

Sevasti Balafas, CEO of GoalVest shares her insights on the latest response by investors to Trump's move to substantially raise tariffs on steel and aluminum imports, the market rotation from tech to defensive sectors, whether small and mid-cap growth names will continue to lead the charge in the emerging AI space, as well as latest employment and unemployment rates. Presented by: Emaad Akhtar Pro...

Nadine Terman, CEO & CIO, Solstein Capital shares her insights on what Treasury Secretary Scott Bessent's intention to bypass the Fed to lower interest rates means for the markets, and latest market moves as various Trump tariffs come into play. She also unpacked the latest highlights on the tax run, coming on the back of President Trump's tax proposals.  Presented by: Ryan Huang Produced...