PODCAST · news
US Markets Wrap
by Money FM
As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.
Episodes
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US Markets Wrap: How are the markets reacting to hotter-than-expected inflation?
Chuck Lieberman, CIO, Advisors Capital Management shares his insights on the hotter-than-expected January inflation figures, how markets are reacting and if the Fed can still pull inflation back to manageable levels without inflicting too much pain on the broader economy, as well as expectations…
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US Markets Wrap: Have markets entered the “no-cut, no-landing” zone?
Ben Emons, Senior Portfolio Manager at NewEdge Wealth weighs in on the possibility of a pullback following the recent market rally, expectations surrounding upcoming earnings reports this week, whether investors might have to wait till June for upcoming rate cuts, and how the uncertainty...
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US Markets Wrap: Is the S&P 500's waltz set to last?
George Schultze, Founder & Managing Member, Schultze Asset Management shares his insights on the S&P 500 topping the 5,000 landmark, how long the rally coming on the back of better-than-expected earnings can sustain, what’s really driving the downtrend in farm exports, as well as his investor...
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US Markets Wrap: Can The Market Have Its Cake And Eat It Too?
David Dietze, Managing Principal & Senior Investment Strategist, Peapack Private Wealth Management shares his insights on whether investors are just being swept off their coat-tails, how the market is reacting on the back of better-than-expected earnings season, coupled with upbeat guidance, if...
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US Markets Wrap: Will the market continue its grind higher until Fed breaches expectations?
Christine Short, Vice President of Research at Wall Street Horizon shares her insights on the momentum seen on the S&P 500 and Magnificent Seven, whether we’re seeing enough to turn the overall growth rate positive, and if the economy’s impressive showing of late alter the economic outlook for…
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US Markets Wrap: McDonald's 1st sales miss in 4 years & what this earnings season signals
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his expert analysis on what's weighing down the Dow Jones, what McDonald's first sales miss in 4 years signals on the consumer front, whether investors will see an acceleration in big tech in the coming weeks, as well as the...
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US Markets Wrap: Market Pulse & How Investors Are Adjusting To A More Uncertain Fed
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP shares her insights on the brutal decline overnight, sentiments surrounding how the tech sector is faring, whether 2024 looks like a banner year for the Magnificent Seven, and how the Fed's latest…
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US Markets Wrap: Why the Fed isn’t declaring victory over inflation yet
James McCann, Deputy Chief Economist at abrdn shares his insights on the latest Fed meeting and how early rate cuts might be. Presented by: Ryan Huang Producer: Yeo Kai Ting ([email protected]) Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for...
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US Markets Wrap: Vain - A Made Up ETF of Stocks All About "Me"
Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on advertising revenue being a reflection of business outlook for the months ahead, sentiments surrounding the big tech stocks, and where money is flowing in recent times. Presented by: Ryan Huang Producer: Yeo Kai Ting...
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US Markets Wrap: When will the Fed start cutting rates?
Alexander Morris, Chief Investment Officer, F/m Investments shares his insights on the Fed's fight against inflationary pressures and where that's headed, as well as impact of companies having to cut back on prices. Presented by: Ryan Huang Producer: Yeo Kai Ting ([email protected]) Graphics...
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US Markets Wrap: Is it ‘mission accomplished’ for the Fed?
Yussef Gheriani, Director of Investments and Operations, IHT Wealth Management weighs in on the latest US GDP figures, effects of the tight labour market on the US economy and inflation, as well as things to watch out for against the backdrop of the US Presidential Election. Presented by: Ryan...
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US Markets Wrap: Will the Fed issue a rate cut in March?
Nadine Terman, CEO & CIO at Solstein Capital shares her expert insights on how she is reading into the optimism in the markets right now, what earnings say about the health of the markets, how the consumer appetite might pan out in the coming months, as well as her expectations on the Fed's next...
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US Markets Wrap: Is it time to start taking money off the table?
Chris Chavez, Market Strategist at Blue Line Futures shares his insights on the record highs on Wall Street in recent days, the disconnect between what the Fed is signalling versus market expectations, as well as sentiments surrounding the economy, spending and the impact of the US Presidential...
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US Markets Wrap: Bull or Bear? Is the market rally starting to crack?
Gregory Branch, Founder & Managing Partner, Veritas Financial Group shares his insights on the latest investor sentiments, whether the rise in bond yields are set to pose headwinds for stocks and his expectations on the upcoming Fed meeting at the end of January. Presented by: Ryan Huang…
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US Markets Wrap: Is there upside to the Fed’s dovish tone when signalling 2024's rate cuts?
Tim Urbanowicz, Head of Research and Investment Strategy at Innovator ETFs shares his insights on whether investors should be diving into the technology and small caps space right now, an outlook on how the next FOMC meeting might turn out, as well as an outlook on consumer sentiments. Presented...
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US Markets Wrap: How will rate cuts affect the US Dollar in 2024?
Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on how the US economy is faring, what's driving consumer sentiments, expectations on the impact rate cuts would have on the US Dollar, and his takeaway from China's latest GDP figures. Presented by: Ryan…
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US Markets Wrap: Will Inflation Pop The Party Balloons For US Consumers in 2024?
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors shares her insights on how soon we might see rate cuts, strength of the US economy, whether US consumers will be feeling the pinch from inflation levels in 2024, and if we'll be seeing more support for smaller companies....
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US Markets Wrap: How will rate cuts be priced into the markets?
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors weighs in on the current market momentum and how markets are looking to price in rate cuts, how the banking sector is navigating headwinds so far, as well as the strength of the US Dollar in the...
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US Markets Wrap: Keeping a close eye on bank earnings ahead of 2024 rate cuts
Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his expert take on whether the markets are seeing a rotation, what he makes of the latest inflation data and capital flows, and how the latest earnings season might pan out. Presented by: Ryan Huang Producer: Yeo Kai Ting...
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US Markets Wrap: Is the disinflation mission complete?
Laila Pence, President & Co-Founder, Pence Wealth Management shares her insights on how the inflation trajectory is moving, whether Bitcoin ETFs will be a key area on investors' watch in the coming months, and if investors should be chasing after the Magnificent Seven at this point. Presented by:...
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US Markets Wrap: What will investors be looking out for the next earnings season this week?
Christine Short, Vice President of Research at Wall Street Horizon shares her expert analysis on whether the market rally is losing steam, what investors will be watching out for this earnings season, late earnings report index, and interest rates. Presented by: Ryan Huang Producer: Yeo Kai Ting...
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US Markets Wrap: With rate cuts on the table, how should investors reallocate exposure?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on the Magnificent Seven, how the market is pricing in on small, mid and bigger cap stocks, whether 2024 will be a year of normalisation and the areas of focus on investors' minds as the Fed signals rate...
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US Markets Wrap: Should I stay or go? A deep dive into how global tensions are churning markets.
Ben Emons, Senior Portfolio Manager at NewEdge Wealth weighs in on the rocky start for markets in the first few days of the new year, impact of global uncertainties and conflicts on the oil sector, expectations of Fed rate cuts and what's on his playbook in 2024. Presented by: Ryan Huang…
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US Markets Wrap: All about wages; US economy; Fed; whether the AI buzz will die on euphoria & how the bank story will unfold in 2024
Cole Smead, CEO & Portfolio Manager, Smead Capital Management shares his insights on the economy and wages, Fed movements and rate decisions, whether the AI buzz will die down, and how 2024 looks like for banks as interest rates get pushed down. Presented by: Ryan Huang Producer: Yeo Kai Ting...
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US Markets Wrap: Are investors leaning more to small caps or riding the Magnificent 7 momentum?
Sonu Varghese, Vice President & Global Macro Strategist at Carson Group shares his insights on the mixed performance investors are seeing in the markets right now, how much the small caps performance reflect how the US economy is faring and investors' risk appetite for cryptocurrency as bitcoin...
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US Markets Wrap: Will consumers continue to revenge spend in 2024?
Michele Schneider, Chief Strategist at MarketGauge Group shares her expert analysis on whether investors should be expecting a positive spillover effect in the tech sector in the new year, how lower rates in 2024 will drive consumer spending trends, energy prices, as well as names that are on the...
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US Markets Wrap: What's driving earnings growth?
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on the factors that are driving earnings growth, production gains on the AI front, and how investors should get ready for the new cycle of normalisation. Presented by: Ryan Huang Producer: Yeo Kai Ting...
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US Markets Wrap: Dramatic moves in the bond markets & how the 2024 US Presidential Election is set to move markets
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on the topsy turvy moves we're seeing in the bond markets as investors react to rate hikes this year, whether there's a disconnect between investors and what the Fed is signalling for 2024, and how the US…
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US Markets Wrap: Did the Fed policy meeting give Santa the green light to rally?
Cameron Brandt, Director of Research, EPFR shares his insights on how markets are reacting to the last Fed policy meeting so far, how the energy sector is set to sail in the coming year ahead, given the latest developments in the Middle East and Red Sea, as well as where the money flow is going...
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US Markets Wrap: Did the Fed do itself a disservice & where's the Grinch this Christmas?
Gregory Branch, Founder & Managing Partner at Veritas Financial Group shares his analysis of how markets are pricing into the Fed's latest moves and drop in yields on 10-year Treasury notes. Presented by: Ryan Huang Producer: Yeo Kai Ting ([email protected]) See omnystudio.com/listener for...
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US Markets Wrap: Should investors shift their playbooks around for 2024?
Rainer Michael Preiss, Partner & Portfolio Strategist at DAS Family Office shares his insights on whether investors need to be thinking about shifting their playbooks around, and how stocks are moving for the tech and oil sectors. Presented by: Ryan Huang Producer: Yeo Kai Ting...
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US Markets Wrap: Santa’s not slowing down his elves back at the stocks workshop
Kathryn Rooney Vera, Chief Market Strategist of StoneX Group shares her insights on the current Santa Claus rally that we're seeing in the markets right now, whether an overweight in tech is recommended for 2024, what might happen if met with a scenario where inflation re-accelerates, bullishness...
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US Markets Wrap: How many rate cuts should investors expect?
Gordon Johnson, CEO & Founder at GLJ Research shares his insights on the momentum of the market rally, investors' expectations revolving the Fed's latest signals on interest rate cuts in 2024, sectors that investors should rotate away from, as well as investors' sentiments surrounding oil and…
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US Markets Wrap: When Fed doves fly, do the bulls in the markets charge?
Chartered Market Technician, Mark Newton, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his analysis on expected effects of the Fed’s acknowledgement that the inflation “has eased” over the past year, how the rate cut dot plot would potentially look…
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US Markets Wrap: Is the Fed's rate-cut roadmap guided by Fed Chair Jerome Powell's memories of the 1970s?
Brenda Vingiello, Chief Investment Officer at Sand Hill Global Advisors explains the latest reversal in market sentiments, why the Fed's changes are taking so long to take effect, and how long the effects will linger in the US economy after taking effect. Presented by: Sean Cheong Producer: Yeo…
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US Markets Wrap: Is the Fed narrative changing from “How High for How Long” to “How Low and How Fast”?
Laila Pence, President & Co-Founder of Pence Wealth Management shares her analysis on how markets are panning out ahead of the official jobs report, whether investors might see another rate hike this Christmas season, how far the tech run is expected to go in 2024 and the uncertainties that...
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US Markets Wrap: All that Glitters might not be Gold
Ian McMillan, Market Technician at Client First Tax and Wealth Advisors weighs in on whether investors will start to worry about a recession if the Fed policy remains too hawkish, if the hype over Gold at the moment is set to last, and how old prices are looking to move as COP28 continues this...
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US Markets Wrap: What's making noise in the markets?
Ryan Detrick, Chief Market Strategist, Carson Group shares his perspectives on whether there are more signs people are getting concerned that the market is running ahead of itself, effects of the past rate hikes, and sentiments surrounding productivity in the US and its impact on the economy....
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US Markets Wrap: Will Santa Claus crash down the chimney or take a softer landing this December?
Mark Giambrone, Head of US Equities and Portfolio Manager & Analyst, Barrow Hanley Global Investors shares his insights on whether the market is getting ahead of itself, tone to expect from the next Fed meeting, and how the high rates might play out for sectors like retail and property, as well…
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US Markets Wrap: What are the possibilities of a rate cut?
Chris Chavez, Market Strategist at Blue Line Futures weighs in on expectations for a rate cut, sentiments around dropping oil prices and what investors should be looking out for. Presented by: Ryan Huang Producer: Yeo Kai Ting ([email protected]) See omnystudio.com/listener for privacy...
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US Markets Wrap: Has Santa Claus ended his rounds?
Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on the latest movements in the market that seems to be losing steam after an early Santa Claus rally, potential near-term catalysts that the Fed might be looking out for ahead of its meeting in December…
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US Markets Wrap: Will Fed Governor Christopher Waller's confidence on the current policy on inflation last right till the year-end?
Matt Maley, Chief Market Strategist at Miller Tabak shares his insights on Fed Governor Christopher Waller's confidence that the current policy is “well positioned” to slow the economy and bring inflation back to 2%, as well as sentiments around energy, consumer demand and property. Presented by:...
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US Markets Wrap: Thanksgiving, Cyber Monday; Christmas next. But, did Santa Claus pass the baton to the turkey?
US stocked edged lower early this week, ending the session modestly in the red, with investors taking a post Thanksgiving pause as the holiday shopping season kicked in to high gear and retailers lured bargain hunters with Cyber Monday deals. Cameron Brandt, Director of Research at EPFR weighs in...
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US Markets Wrap: Is there a rainbow at the end of the horizon for retailers in 2024?
Uma Moriarty, Senior Investment Strategist, CenterSquare Investment Management weighs in on what's driving optimism in the markets currently, the retail landscape coming on the back of inflationary pressures, what jobless claim numbers are pointing to, as well as her sentiments on REITS right…
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US Markets Wrap: Where are the horsemen of the markets headed right now?
Mark Matthews, Managing Director & Head of Research Asia at Julius Baer shares his insights on sentiments surrounding what the Fed might do next, commentaries surrounding big tech and AI firms and the three horsemen that he has his eyes on right now. Presented by: Ryan Huang Produced and edited…
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US Markets Wrap: Are signs of moderation enough for the Fed to take its foot off the pedal?
Chartered Market Technician, Jay Woods, Chief Global Strategist at Freedom Capital Markets shares his insights on latest momentum playing out in the AI and big tech space, resistance level for the S&P 500, takeaways from the latest retail sales data, and expectations for the next Fed meeting....
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US Markets Wrap: Why are the jingle bells not jingling for American consumers just yet?
Christine Short, Vice President of Research at Wall Street Horizon shares her insights on whether the big tech rally is set to last and risks that investors have to watch out for in the space, the cautious tone retailers are having on consumer spending even as we near the year-end holidays, and...
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US Markets Wrap: Have views on inflation data changed?
Gregory Branch, Founder & Managing Partner, Veritas Financial Group weighs in on sentiments surrounding the latest inflation data and if the Fed is done with its rate hikes, as well as whether there are still opportunities in equities and the sectors that he is looking out for. Presented by…
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US Markets Wrap: How long more will it take for the Fed to reach its targetted inflation level?
Alexander Morris, Chief Investment Officer at F/m Investments shares his insights on what the normalised inflation for the US economy might look like moving forward, what the Fed might do in the coming months, whether he is expecting a US government shutdown, and how will this might impact…
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US Markets Wrap: How will Xi and Biden's upcoming meeting impact the markets?
Abigail Watt, Research Economist, abrdn shares her insights on the impact investors could see with a looming government shutdown on the horizon, whether the Fed might cut rates next year and how the upcoming meeting between Xi and Biden will impact the world's two largest economies. Presented by:...
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Frequently Asked Questions
How many episodes does US Markets Wrap have?
US Markets Wrap currently has 549 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is US Markets Wrap about?
As you sip on your morning coffee, Money FM 89.3's Breakfast Show makes sense of the latest movers on Wall Street, with notable markets and finance experts to help you stay ahead.
How often does US Markets Wrap release new episodes?
US Markets Wrap releases new episodes frequently with a large back catalog of 549 episodes. Check the episode list for recent publication dates.
Where can I listen to US Markets Wrap?
You can listen to US Markets Wrap on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts US Markets Wrap?
US Markets Wrap is created and hosted by Money FM.
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