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US Markets Wrap — 549 episodes · page 1 of 6

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Title
1

US Markets Wrap: How are the markets reacting to hotter-than-expected inflation?

2

US Markets Wrap: Have markets entered the “no-cut, no-landing” zone?

3

US Markets Wrap: Is the S&P 500's waltz set to last?

4

US Markets Wrap: Can The Market Have Its Cake And Eat It Too?

5

US Markets Wrap: Will the market continue its grind higher until Fed breaches expectations?

6

US Markets Wrap: McDonald's 1st sales miss in 4 years & what this earnings season signals

7

US Markets Wrap: Market Pulse & How Investors Are Adjusting To A More Uncertain Fed

8

US Markets Wrap: Why the Fed isn’t declaring victory over inflation yet

9

US Markets Wrap: Vain - A Made Up ETF of Stocks All About "Me"

10

US Markets Wrap: When will the Fed start cutting rates?

11

US Markets Wrap: Is it ‘mission accomplished’ for the Fed?

12

US Markets Wrap: Will the Fed issue a rate cut in March?

13

US Markets Wrap: Is it time to start taking money off the table?

14

US Markets Wrap: Bull or Bear? Is the market rally starting to crack?

15

US Markets Wrap: Is there upside to the Fed’s dovish tone when signalling 2024's rate cuts?

16

US Markets Wrap: How will rate cuts affect the US Dollar in 2024?

17

US Markets Wrap: Will Inflation Pop The Party Balloons For US Consumers in 2024?

18

US Markets Wrap: How will rate cuts be priced into the markets?

19

US Markets Wrap: Keeping a close eye on bank earnings ahead of 2024 rate cuts

20

US Markets Wrap: Is the disinflation mission complete?

21

US Markets Wrap: What will investors be looking out for the next earnings season this week?

22

US Markets Wrap: With rate cuts on the table, how should investors reallocate exposure?

23

US Markets Wrap: Should I stay or go? A deep dive into how global tensions are churning markets.

24

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

25

US Markets Wrap: Are investors leaning more to small caps or riding the Magnificent 7 momentum?

26

US Markets Wrap: Will consumers continue to revenge spend in 2024?

27

US Markets Wrap: What's driving earnings growth?

28

US Markets Wrap: Dramatic moves in the bond markets & how the 2024 US Presidential Election is set to move markets

29

US Markets Wrap: Did the Fed policy meeting give Santa the green light to rally?

30

US Markets Wrap: Did the Fed do itself a disservice & where's the Grinch this Christmas?

31

US Markets Wrap: Should investors shift their playbooks around for 2024?

32

US Markets Wrap: Santa’s not slowing down his elves back at the stocks workshop

33

US Markets Wrap: How many rate cuts should investors expect?

34

US Markets Wrap: When Fed doves fly, do the bulls in the markets charge?

35

US Markets Wrap: Is the Fed's rate-cut roadmap guided by Fed Chair Jerome Powell's memories of the 1970s?

36

US Markets Wrap: Is the Fed narrative changing from “How High for How Long” to “How Low and How Fast”?

37

US Markets Wrap: All that Glitters might not be Gold

38

US Markets Wrap: What's making noise in the markets?

39

US Markets Wrap: Will Santa Claus crash down the chimney or take a softer landing this December?

40

US Markets Wrap: What are the possibilities of a rate cut?

41

US Markets Wrap: Has Santa Claus ended his rounds?

42

US Markets Wrap: Will Fed Governor Christopher Waller's confidence on the current policy on inflation last right till the year-end?

43

US Markets Wrap: Thanksgiving, Cyber Monday; Christmas next. But, did Santa Claus pass the baton to the turkey?

44

US Markets Wrap: Is there a rainbow at the end of the horizon for retailers in 2024?

45

US Markets Wrap: Where are the horsemen of the markets headed right now?

46

US Markets Wrap: Are signs of moderation enough for the Fed to take its foot off the pedal?

47

US Markets Wrap: Why are the jingle bells not jingling for American consumers just yet?

48

US Markets Wrap: Have views on inflation data changed?

49

US Markets Wrap: How long more will it take for the Fed to reach its targetted inflation level?

50

US Markets Wrap: How will Xi and Biden's upcoming meeting impact the markets?

51

US Markets Wrap: Are there any 'Fallen Angels' presenting a glimmer of opportunity in the bond markets?

52

US Markets Wrap: Will there be a fall in rates end of next year?

53

US Markets Wrap: Are the markets losing momentum?

54

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?

55

US Markets Wrap: How hawish will the Fed be this time?

56

US Markets Wrap: Is the inflation genie back in the bottle?

57

US Markets Wrap: Will companies pass on higher prices to consumers down the road?

58

US Markets Wrap: Trick or Treat on the Stock Markets

59

US Markets Wrap: How key is the consumer to the economic cycle?

60

US Markets Wrap: What will pressure on companies mean for the stock markets?

61

US Markets Wrap: Will the muted response to Fed hikes mean a more resounding impact further down?

62

US Markets Wrap: Will the upcoming year-end Fed meetings be trick or treat for investors?

63

US Markets Wrap: Is this the right time to buy stocks and bonds?

64

US Markets Wrap: Where's the sweet spot for duration in the fixed income sector?

65

US Markets Wrap: Have the rate hikes done their job?

66

US Markets Wrap: How optimistic are investors & should the turbulence in US domestic politics be taken into account?

67

US Markets Wrap: Are the odds for a hard landing increasing as the Israel war takes over headlines?

68

US Markets Wrap: Are the odds on the downside for the US consumer?

69

US Markets Wrap: Key worries for real estate, healthcare and technology, amid US government turmoil

70

US Markets Wrap: Momentum of the markets as we ride into Q4

71

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

72

US Markets Wrap: Is the US losing its prowess as a cryptocurrency market?

73

US Markets Wrap: Are we starting to see a normalisation of the yield curve?

74

US Markets Wrap: Can the American economy live with a much higher inflation?

75

US Markets Wrap: How are markets reacting to the potential US Government shutdown?

76

US Markets Wrap: Is the global recession being pushed further away?

77

US Markets Wrap: Fed Chair Powell says more hikes are ahead. Can the Fed engineer a soft landing?

78

US Markets Wrap: How A Choppy Fall Season might affect the US Dollar & How Investors Should Ride The AI wave?

79

US Markets Wrap: Will companies see a tough earnings season next quarter?

80

US Markets Wrap: Are things looking up for the auto sector?

81

US Markets Wrap: What the Fed will be looking for ahead of the FOMC meeting next week

82

US Markets Wrap: Do US consumers still have an appetite for big ticket items and is the Fed done with hiking rates?

83

US Markets Wrap: Will the heavy Fed Fog lift in time for a Santa Claus Rally at the end of 2023?

84

US Markets Wrap: Oil trends with OPEC+ cuts & whether the tech rally will hold up with iPhone 15's launch around the corner

85

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?

86

US Markets Wrap: Does September look gloomy for the markets?

87

US Markets Wrap: Are the markets in for some range-bound action?

88

US Markets Wrap: What kind of picture is consumer confidence painting of the US economy?

89

US Markets Wrap: How much is the resilient US labour market impacting wages?

90

US Markets Wrap: Will the bullish AI trend keep up?

91

US Markets Wrap: What investors are looking out for at the Jackson Hole Economic Symposium

92

US Markets Wrap: What's weighing on consumer strength?

93

US Markets Wrap: Is it a good time to be taking profits now?

94

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

95

US Markets Wrap: Will recent economic data force policymakers into more aggressive stimulus in Q2?

96

US Markets Wrap: Is the US consumer resilient?

97

US Markets Wrap: Has a soft landing become the latest narrative?

98

US Markets Wrap: What gold demand tells us about inflation; AI rally momentum; oil prices

99

US Markets Wrap: Is the US debt downgrade taking wind out of market sails?

100

US Markets Wrap: What's driving the markets' outperformance?