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US Markets Wrap — 151 episodes
US Markets Wrap: How are the markets reacting to hotter-than-expected inflation?
US Markets Wrap: Have markets entered the “no-cut, no-landing” zone?
US Markets Wrap: Is the S&P 500's waltz set to last?
US Markets Wrap: Can The Market Have Its Cake And Eat It Too?
US Markets Wrap: Will the market continue its grind higher until Fed breaches expectations?
US Markets Wrap: McDonald's 1st sales miss in 4 years & what this earnings season signals
US Markets Wrap: Market Pulse & How Investors Are Adjusting To A More Uncertain Fed
US Markets Wrap: Why the Fed isn’t declaring victory over inflation yet
US Markets Wrap: Vain - A Made Up ETF of Stocks All About "Me"
US Markets Wrap: When will the Fed start cutting rates?
US Markets Wrap: Is it ‘mission accomplished’ for the Fed?
US Markets Wrap: Will the Fed issue a rate cut in March?
US Markets Wrap: Is it time to start taking money off the table?
US Markets Wrap: Bull or Bear? Is the market rally starting to crack?
US Markets Wrap: Is there upside to the Fed’s dovish tone when signalling 2024's rate cuts?
US Markets Wrap: How will rate cuts affect the US Dollar in 2024?
US Markets Wrap: Will Inflation Pop The Party Balloons For US Consumers in 2024?
US Markets Wrap: How will rate cuts be priced into the markets?
US Markets Wrap: Keeping a close eye on bank earnings ahead of 2024 rate cuts
US Markets Wrap: Is the disinflation mission complete?
US Markets Wrap: What will investors be looking out for the next earnings season this week?
US Markets Wrap: With rate cuts on the table, how should investors reallocate exposure?
US Markets Wrap: Should I stay or go? A deep dive into how global tensions are churning markets.
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
US Markets Wrap: Are investors leaning more to small caps or riding the Magnificent 7 momentum?
US Markets Wrap: Will consumers continue to revenge spend in 2024?
US Markets Wrap: What's driving earnings growth?
US Markets Wrap: Dramatic moves in the bond markets & how the 2024 US Presidential Election is set to move markets
US Markets Wrap: Did the Fed policy meeting give Santa the green light to rally?
US Markets Wrap: Did the Fed do itself a disservice & where's the Grinch this Christmas?
US Markets Wrap: Should investors shift their playbooks around for 2024?
US Markets Wrap: Santa’s not slowing down his elves back at the stocks workshop
US Markets Wrap: How many rate cuts should investors expect?
US Markets Wrap: When Fed doves fly, do the bulls in the markets charge?
US Markets Wrap: Is the Fed's rate-cut roadmap guided by Fed Chair Jerome Powell's memories of the 1970s?
US Markets Wrap: Is the Fed narrative changing from “How High for How Long” to “How Low and How Fast”?
US Markets Wrap: All that Glitters might not be Gold
US Markets Wrap: What's making noise in the markets?
US Markets Wrap: Will Santa Claus crash down the chimney or take a softer landing this December?
US Markets Wrap: What are the possibilities of a rate cut?
US Markets Wrap: Has Santa Claus ended his rounds?
US Markets Wrap: Will Fed Governor Christopher Waller's confidence on the current policy on inflation last right till the year-end?
US Markets Wrap: Thanksgiving, Cyber Monday; Christmas next. But, did Santa Claus pass the baton to the turkey?
US Markets Wrap: Is there a rainbow at the end of the horizon for retailers in 2024?
US Markets Wrap: Where are the horsemen of the markets headed right now?
US Markets Wrap: Are signs of moderation enough for the Fed to take its foot off the pedal?
US Markets Wrap: Why are the jingle bells not jingling for American consumers just yet?
US Markets Wrap: Have views on inflation data changed?
US Markets Wrap: How long more will it take for the Fed to reach its targetted inflation level?
US Markets Wrap: How will Xi and Biden's upcoming meeting impact the markets?
US Markets Wrap: Are there any 'Fallen Angels' presenting a glimmer of opportunity in the bond markets?
US Markets Wrap: Will there be a fall in rates end of next year?
US Markets Wrap: Are the markets losing momentum?
US Markets Wrap: How will the Fed's latest move impact your money & did it leave the door open for further rate hikes down the road?
US Markets Wrap: How hawish will the Fed be this time?
US Markets Wrap: Is the inflation genie back in the bottle?
US Markets Wrap: Will companies pass on higher prices to consumers down the road?
US Markets Wrap: Trick or Treat on the Stock Markets
US Markets Wrap: How key is the consumer to the economic cycle?
US Markets Wrap: What will pressure on companies mean for the stock markets?
US Markets Wrap: Will the muted response to Fed hikes mean a more resounding impact further down?
US Markets Wrap: Will the upcoming year-end Fed meetings be trick or treat for investors?
US Markets Wrap: Is this the right time to buy stocks and bonds?
US Markets Wrap: Where's the sweet spot for duration in the fixed income sector?
US Markets Wrap: Have the rate hikes done their job?
US Markets Wrap: How optimistic are investors & should the turbulence in US domestic politics be taken into account?
US Markets Wrap: Are the odds for a hard landing increasing as the Israel war takes over headlines?
US Markets Wrap: Are the odds on the downside for the US consumer?
US Markets Wrap: Key worries for real estate, healthcare and technology, amid US government turmoil
US Markets Wrap: Momentum of the markets as we ride into Q4
US Markets Wrap: How much optimism there is for Congress to reach another resolution bill on Ukraine aid, and headwinds as we head into remainder of 2023
US Markets Wrap: Is the US losing its prowess as a cryptocurrency market?
US Markets Wrap: Are we starting to see a normalisation of the yield curve?
US Markets Wrap: Can the American economy live with a much higher inflation?
US Markets Wrap: How are markets reacting to the potential US Government shutdown?
US Markets Wrap: Is the global recession being pushed further away?
US Markets Wrap: Fed Chair Powell says more hikes are ahead. Can the Fed engineer a soft landing?
US Markets Wrap: How A Choppy Fall Season might affect the US Dollar & How Investors Should Ride The AI wave?
US Markets Wrap: Will companies see a tough earnings season next quarter?
US Markets Wrap: Are things looking up for the auto sector?
US Markets Wrap: What the Fed will be looking for ahead of the FOMC meeting next week
US Markets Wrap: Do US consumers still have an appetite for big ticket items and is the Fed done with hiking rates?
US Markets Wrap: Will the heavy Fed Fog lift in time for a Santa Claus Rally at the end of 2023?
US Markets Wrap: Oil trends with OPEC+ cuts & whether the tech rally will hold up with iPhone 15's launch around the corner
US Markets Wrap: Will the US Dollar maintain its strength, and why September is sometimes viewed by investors as the first month of the year?
US Markets Wrap: Does September look gloomy for the markets?
US Markets Wrap: Are the markets in for some range-bound action?
US Markets Wrap: What kind of picture is consumer confidence painting of the US economy?
US Markets Wrap: How much is the resilient US labour market impacting wages?
US Markets Wrap: Will the bullish AI trend keep up?
US Markets Wrap: What investors are looking out for at the Jackson Hole Economic Symposium
US Markets Wrap: What's weighing on consumer strength?
US Markets Wrap: Is it a good time to be taking profits now?
US Markets Wrap: "In our portfolios, we're staying invested trying to keep calm and carry on through the next couple of months," says Lauren Goodwin from New York Life Investments
US Markets Wrap: Will recent economic data force policymakers into more aggressive stimulus in Q2?
US Markets Wrap: Is the US consumer resilient?
US Markets Wrap: Has a soft landing become the latest narrative?
US Markets Wrap: What gold demand tells us about inflation; AI rally momentum; oil prices
US Markets Wrap: Is the US debt downgrade taking wind out of market sails?
US Markets Wrap: What's driving the markets' outperformance?
US Markets Wrap: The very worst of the pain from monetary tightening from the higher interest rates is only just starting to trickle down in a really meaningful way, says Sophie Lund-Yates from Hargreaves Lansdown
US Markets Wrap: Weakened confidence in the US' ability to deal with its debt from both a political and a financial perspective
US Markets Wrap: Recession will depend on productivity, labour costs and wage data
US Markets Wrap: Are consumer wallets in the US tightening?
US Markets Wrap: 3 Key Risks for rest of 2023 and into 2024
US Markets Wrap: Inflation Optimism - Are we jumping the gun?
US Markets Wrap: Opportunities in raw materials firms in rocky waters
US Markets Wrap: Hidden risks and warning signs amid positive macro indicators
US Markets Wrap: Navigating the Bullish Terrain - S&P 500, CPI, PPI and Earnings Insights
US Markets Wrap: Is the competition in the EV space intensifying?
US Markets Wrap: Market is booming amid economic cloud, is a July rate hike still on the cards?
US Markets Wrap: Should investors reposition themselves away from tech?
US Markets Wrap: Fed's having a tough time reducing wage inflation, especially with infrastructure projects kicking in, says Matt Maley from Miller Tabak
US Markets Wrap: No possibility of a soft landing, says Gregory Branch from Veritas Financial Group
US Markets Wrap: Where are global funds flowing to in today's changing landscape
US Markets Wrap: Pay attention to every bit of information, then think about whether it's a headwind or tailwind, says John Gagliardi from Fidelity Investments
US Markets Wrap: Apple is still undervalued, says Naeem Aslam from Zaye Capital Markets
US Markets Wrap: We're getting towards the end game for Fed rate hikes, says Mark Newton from Fundstrat Global Advisors
US Markets Wrap: US inflation likely to trend down to the Federal Reserve's target of 2%, says Mark Matthews from Julius Baer
US Markets Wrap: Evaluating Tech, Energy, China and Fed Chair's influence
US Markets Wrap: The Fed's Goldilocks Dilemma - Rates, Recessions, and Defensive Strategies
US Markets Wrap: Tech pullback expected to be short-lived, says Perry Switzer from The Jeffrey Matthews Financial Group
US Markets Wrap: Retail investors are throwing money into stocks, particularly Tesla, Apple and Nvidia, says David Dietze from Peapack Private Wealth Management
US Markets Wrap: Fed seems very willing to keep rates higher for longer, says NovaPoint Capital's Joseph Sroka
US Markets Wrap: Leading names have become overextended, says David Keller from Sierra Alpha Research
US Markets Wrap: Have the bulls have wrestled the markets away from the bears?
US Markets Wrap: Powell did a pretty good job of making a distinction that they are projecting to more hikes this year, but it's not a prediction, says Frank Cappelleri from CappThesis
US Markets Wrap: Whether AI translates into better profitability and earnings remains to be seen, says Brenda Vingiello from Sand Hill Global Advisors
US Markets Wrap: Investors are pricing in at most one rate cut, says Carson Group's Sonu Varghese
US Markets Wrap: VIX index descriptive of an environment transitioning to a bull market, says David Lundgren from MOTR Capital Management & Research
US Markets Wrap: Large caps have gotten a little bit ahead of themselves in the US, says Andrew Krei from Crescent Grove Advisors
US Markets Wrap: How are markets faring compared with the 2008 global financial crisis?
US Markets Wrap: US at risk of a potential recession, perhaps later this year into next, says Schultze Asset Management's George Schultze
US Markets Wrap: MarketGauge Group's Michele Schneider says that there's a real disparity between what the market internals are saying
US Markets Wrap: Confidence in US Debt Ceiling deal; Value companies that have a long history of dividends are looking attractive to Eric Beiley from The Beiley Group
US Markets Wrap: The name of the game going forward is not going to be TINA, says Invesco's Kristina Hooper, who gives it a new spin
US Markets Wrap: From failed moves come fast moves, says Alphatrends' Brian Shannon, who's cautiously optimistic
US Markets Wrap: Cracks starting to show up in consumer strength, says Miller Tabak's Matt Maley
US Markets Wrap: Pricing & sector analysis ahead of US debt ceiling deal
US Markets Wrap: Will a US Debt Ceiling Deal help the S&P 500 break above 4200?
US Markets Wrap: US debt ceiling deal still in the air & why Japan is outperforming US equity markets
US Markets Wrap: A rotating recession & high likelihood that Fed is going to be on a pause come June, says Pence Wealth Management's Laila Pence
US Markets Wrap: US debt ceiling talks loom and recession concerns grow
US Markets Wrap: Straight from the NYSE - Rate expectations, regional banking action & investor confidence levels
US Markets Wrap: April's CPI report won't spoil Fed's summer vacation plans, Blue Line Futures' Bill Baruch echoes the Fed Whisperer
US Markets Wrap: With US CPI figures upcoming, how are markets pricing in as debt ceiling talks continue?
US Markets Wrap: Early stage commodity supercycle versus short term recession fears
US Markets Wrap: Bank jitters alongside ECB hike & Fed talk; and should you bet on big tech and AI?
US Markets Wrap: May the Fed be with you, says OANDA's Kelvin Wong
US Markets Wrap: Fundstrat’s Mark Newton expects the VIX to bottom out; healthcare a favourite & tech a camouflage
US Markets Wrap: A deep dive into First Republic Bank, FOMC Preview and earnings season