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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.
Episode | Date |
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US Markets Wrap: Profit taking after record highs
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May 17, 2024 |
US Markets Wrap: Stocks hit new records, on track for higher highs
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May 16, 2024 |
US Markets Wrap: Will declining profit margins be a concern?
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May 15, 2024 |
US Markets Wrap: Q1 earnings top buzzwords
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May 14, 2024 |
US Markets Wrap: Health of consumer in focus
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May 10, 2024 |
US Markets Wrap: Great time to be in bonds for the coupons
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May 08, 2024 |
US Markets Wrap: Increase in Wall Street analysts’ Q2 S&P 500 earnings estimates
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May 06, 2024 |
US Markets Wrap: Apple unveils record US$110 billion buyback as results beat low expectations; consumer spending shifts
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May 03, 2024 |
US Markets Wrap: Potential period of stagflation; Will OPEC lose its grip on the global energy market in 2024?
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May 02, 2024 |
US Markets Wrap: Why is there value in intermediate term fixed income investments? Plus top 3 conviction calls.
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Apr 30, 2024 |
US Markets Wrap: China Strategy - Resilience of US consumers and how to build quality exposure
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Apr 26, 2024 |
US Markets Wrap: Where to look ahead of eventual rate cuts?
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Apr 24, 2024 |
US Markets Wrap: Is the run over for the seven stocks that drove the lion's share of the stock market rally over the past year?
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Apr 24, 2024 |
US Markets Wrap: How strong are inflationary pressures right now?
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Apr 23, 2024 |
US Markets Wrap: Small caps; bonds; where to invest your inheritance; could Wall Street be mistaken that a recent uptick in inflation is an irregularity as opposed to a longer and more worrying trend?
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Apr 19, 2024 |
US Markets Wrap: Do investors' fixed income allocations reflect their expectations for US monetary policy?
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Apr 18, 2024 |
US Markets Wrap: Will Q1 Earnings Season Turn Markets Around? And are rate cuts are delayed till further notice?
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Apr 17, 2024 |
US Markets Wrap: Have risks shifted from recession to inflation?
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Apr 16, 2024 |
US Markets Wrap: Should investors fear the complexity of emerging markets?
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Apr 12, 2024 |
US Markets Wrap: Are Supply Chain Disruptions Contributing To Inflation?
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Apr 11, 2024 |
US Markets Wrap: The AI Hype & whether Stormy April will hit Investors’ Nerves?
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Apr 09, 2024 |
US Markets Wrap: Gold's glitter looks set to continue
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Apr 05, 2024 |
US Markets Wrap: "Trees don't grow to the moon." Is a reset of the broad markets on the horizon?
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Apr 04, 2024 |
US Markets Wrap: Are dividend growth stocks the best now-and-later approach to boost income and cushion inflation?
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Apr 03, 2024 |
US Markets Wrap: FOMO vs FOMC. Can stocks keep climbing as the Fed stands still?
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Apr 02, 2024 |
US Markets Wrap: What's driving the sunny outlook of CEOs and investors?
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Mar 28, 2024 |
US Markets Wrap: Congress has its eye on US money going into China. How significant is that for investors?
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Mar 27, 2024 |
US Markets Wrap: Will sweet Easter baskets come at a bitter cost for consumers & investors this year?
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Mar 26, 2024 |
US Markets Wrap: Why are Treasury yields following the Trump polls more closely than Biden's?
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Mar 22, 2024 |
US Markets Wrap: Interest rates took the elevator going up but will take the stairs coming down. Is it a net positive overall?
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Mar 21, 2024 |
US Markets Wrap: The case for bit-flation & how vulnerable is it to flash crash dynamics?
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Mar 20, 2024 |
US Markets Wrap: Why did the US Dollar have a change of heart?
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Mar 19, 2024 |
US Markets Wrap: Calls on property & casualty insurers, weight loss drugs, big tech and AI
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Mar 15, 2024 |
US Markets Wrap: Rotation from tech to small caps underway
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Mar 14, 2024 |
US Markets Wrap: Are North American power markets' path to decarbonisation trickier with Chinese EVs in the picture?
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Mar 13, 2024 |
US Markets Wrap: On the sugar watch, junk bonds dive and big-tech optimism
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Mar 08, 2024 |
US Markets Wrap: An analysis on the Federal Reserve's Beige Book
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Mar 07, 2024 |
US Markets Wrap: Election Mania + Averting Fears of a Government Shutdown that has turned into a rolling blackout
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Mar 05, 2024 |
US Markets Wrap: Should investors believe in the glimmer of gold & bitcoin?
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Mar 04, 2024 |
US Markets Wrap: How individuals & businesses are reacting to inflation & Fed rate cut expectations
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Mar 01, 2024 |
US Markets Wrap: Can the bitcoin rally sustain?
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Feb 29, 2024 |
US Markets Wrap: Are the good earnings of late too much of a good thing?
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Feb 27, 2024 |
US Markets Wrap: The Tightening Fed
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Feb 26, 2024 |
US Markets Wrap: Bond yields have surprisingly moved higher this year. What did the Street get wrong?
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Feb 23, 2024 |
US Markets Wrap: Should investors jump on the bandwagon of momentum?
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Feb 22, 2024 |
US Markets Wrap: Does the weaker-than-anticipated retail report negate the higher CPI?
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Feb 16, 2024 |
US Markets Wrap: Will the Fed make a U-turn to hike interest rates?
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Feb 14, 2024 |
US Markets Wrap: How are the markets reacting to hotter-than-expected inflation?
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Feb 13, 2024 |
US Markets Wrap: Have markets entered the “no-cut, no-landing” zone?
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Feb 12, 2024 |
US Markets Wrap: Is the S&P 500's waltz set to last?
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Feb 09, 2024 |
US Markets Wrap: Can The Market Have Its Cake And Eat It Too?
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Feb 08, 2024 |
US Markets Wrap: Will the market continue its grind higher until Fed breaches expectations?
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Feb 07, 2024 |
US Markets Wrap: McDonald's 1st sales miss in 4 years & what this earnings season signals
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Feb 06, 2024 |
US Markets Wrap: Market Pulse & How Investors Are Adjusting To A More Uncertain Fed
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Feb 02, 2024 |
US Markets Wrap: Why the Fed isn’t declaring victory over inflation yet
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Feb 01, 2024 |
US Markets Wrap: Vain - A Made Up ETF of Stocks All About "Me"
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Jan 31, 2024 |
US Markets Wrap: When will the Fed start cutting rates?
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Jan 29, 2024 |
US Markets Wrap: Is it ‘mission accomplished’ for the Fed?
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Jan 26, 2024 |
US Markets Wrap: Will the Fed issue a rate cut in March?
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Jan 24, 2024 |
US Markets Wrap: Is it time to start taking money off the table?
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Jan 24, 2024 |
US Markets Wrap: Bull or Bear? Is the market rally starting to crack?
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Jan 23, 2024 |
US Markets Wrap: Is there upside to the Fed’s dovish tone when signalling 2024's rate cuts?
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Jan 18, 2024 |
US Markets Wrap: How will rate cuts affect the US Dollar in 2024?
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Jan 18, 2024 |
US Markets Wrap: Will Inflation Pop The Party Balloons For US Consumers in 2024?
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Jan 16, 2024 |
US Markets Wrap: How will rate cuts be priced into the markets?
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Jan 15, 2024 |
US Markets Wrap: Keeping a close eye on bank earnings ahead of 2024 rate cuts
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Jan 12, 2024 |
US Markets Wrap: Is the disinflation mission complete?
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Jan 11, 2024 |
US Markets Wrap: What will investors be looking out for the next earnings season this week?
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Jan 10, 2024 |
US Markets Wrap: With rate cuts on the table, how should investors reallocate exposure?
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Jan 08, 2024 |
US Markets Wrap: Should I stay or go? A deep dive into how global tensions are churning markets.
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Jan 05, 2024 |
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
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Jan 03, 2024 |
US Markets Wrap: Are investors leaning more to small caps or riding the Magnificent 7 momentum?
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Jan 02, 2024 |
US Markets Wrap: Will consumers continue to revenge spend in 2024?
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Dec 28, 2023 |
US Markets Wrap: What's driving earnings growth?
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Dec 28, 2023 |
US Markets Wrap: Dramatic moves in the bond markets & how the 2024 US Presidential Election is set to move markets
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Dec 27, 2023 |
US Markets Wrap: Did the Fed policy meeting give Santa the green light to rally?
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Dec 22, 2023 |
US Markets Wrap: Did the Fed do itself a disservice & where's the Grinch this Christmas?
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Dec 21, 2023 |
US Markets Wrap: Should investors shift their playbooks around for 2024?
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Dec 20, 2023 |
US Markets Wrap: Santa’s not slowing down his elves back at the stocks workshop
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Dec 19, 2023 |
US Markets Wrap: How many rate cuts should investors expect?
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Dec 15, 2023 |
US Markets Wrap: When Fed doves fly, do the bulls in the markets charge?
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Dec 14, 2023 |
US Markets Wrap: Is the Fed's rate-cut roadmap guided by Fed Chair Jerome Powell's memories of the 1970s?
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Dec 13, 2023 |
US Markets Wrap: Is the Fed narrative changing from “How High for How Long” to “How Low and How Fast”?
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Dec 08, 2023 |
US Markets Wrap: All that Glitters might not be Gold
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Dec 07, 2023 |
US Markets Wrap: What's making noise in the markets?
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Dec 06, 2023 |
US Markets Wrap: Will Santa Claus crash down the chimney or take a softer landing this December?
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Dec 05, 2023 |
US Markets Wrap: What are the possibilities of a rate cut?
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Dec 01, 2023 |
US Markets Wrap: Has Santa Claus ended his rounds?
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Nov 30, 2023 |
US Markets Wrap: Will Fed Governor Christopher Waller's confidence on the current policy on inflation last right till the year-end?
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Nov 29, 2023 |
US Markets Wrap: Thanksgiving, Cyber Monday; Christmas next. But, did Santa Claus pass the baton to the turkey?
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Nov 27, 2023 |
US Markets Wrap: Is there a rainbow at the end of the horizon for retailers in 2024?
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Nov 23, 2023 |
US Markets Wrap: Where are the horsemen of the markets headed right now?
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Nov 22, 2023 |
US Markets Wrap: Are signs of moderation enough for the Fed to take its foot off the pedal?
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Nov 20, 2023 |
US Markets Wrap: Why are the jingle bells not jingling for American consumers just yet?
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Nov 16, 2023 |
US Markets Wrap: Have views on inflation data changed?
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Nov 16, 2023 |
US Markets Wrap: How long more will it take for the Fed to reach its targetted inflation level?
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Nov 15, 2023 |
US Markets Wrap: How will Xi and Biden's upcoming meeting impact the markets?
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Nov 14, 2023 |
US Markets Wrap: Are there any 'Fallen Angels' presenting a glimmer of opportunity in the bond markets?
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Nov 10, 2023 |
US Markets Wrap: Will there be a fall in rates end of next year?
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Nov 09, 2023 |
US Markets Wrap: Are the markets losing momentum?
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Nov 07, 2023 |
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?
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Nov 02, 2023 |
US Markets Wrap: How hawish will the Fed be this time?
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Nov 01, 2023 |
US Markets Wrap: Is the inflation genie back in the bottle?
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Oct 30, 2023 |
US Markets Wrap: Will companies pass on higher prices to consumers down the road?
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Oct 26, 2023 |
US Markets Wrap: Trick or Treat on the Stock Markets
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Oct 26, 2023 |
US Markets Wrap: How key is the consumer to the economic cycle?
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Oct 23, 2023 |
US Markets Wrap: What will pressure on companies mean for the stock markets?
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Oct 19, 2023 |
US Markets Wrap: Will the muted response to Fed hikes mean a more resounding impact further down?
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Oct 18, 2023 |
US Markets Wrap: Will the upcoming year-end Fed meetings be trick or treat for investors?
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Oct 17, 2023 |
US Markets Wrap: Is this the right time to buy stocks and bonds?
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Oct 16, 2023 |
US Markets Wrap: Where's the sweet spot for duration in the fixed income sector?
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Oct 12, 2023 |
US Markets Wrap: Have the rate hikes done their job?
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Oct 12, 2023 |
US Markets Wrap: How optimistic are investors & should the turbulence in US domestic politics be taken into account?
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Oct 11, 2023 |
US Markets Wrap: Are the odds for a hard landing increasing as the Israel war takes over headlines?
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Oct 09, 2023 |
US Markets Wrap: Are the odds on the downside for the US consumer?
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Oct 05, 2023 |
US Markets Wrap: Key worries for real estate, healthcare and technology, amid US government turmoil
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Oct 04, 2023 |
US Markets Wrap: Momentum of the markets as we ride into Q4
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Oct 03, 2023 |
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
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Oct 02, 2023 |
US Markets Wrap: Is the US losing its prowess as a cryptocurrency market?
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Sep 28, 2023 |
US Markets Wrap: Are we starting to see a normalisation of the yield curve?
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Sep 27, 2023 |
US Markets Wrap: Can the American economy live with a much higher inflation?
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Sep 26, 2023 |
US Markets Wrap: How are markets reacting to the potential US Government shutdown?
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Sep 25, 2023 |
US Markets Wrap: Is the global recession being pushed further away?
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Sep 21, 2023 |
US Markets Wrap: Fed Chair Powell says more hikes are ahead. Can the Fed engineer a soft landing?
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Sep 20, 2023 |
US Markets Wrap: How A Choppy Fall Season might affect the US Dollar & How Investors Should Ride The AI wave?
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Sep 19, 2023 |
US Markets Wrap: Will companies see a tough earnings season next quarter?
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Sep 18, 2023 |
US Markets Wrap: Are things looking up for the auto sector?
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Sep 15, 2023 |
US Markets Wrap: What the Fed will be looking for ahead of the FOMC meeting next week
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Sep 13, 2023 |
US Markets Wrap: Do US consumers still have an appetite for big ticket items and is the Fed done with hiking rates?
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Sep 13, 2023 |
US Markets Wrap: Will the heavy Fed Fog lift in time for a Santa Claus Rally at the end of 2023?
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Sep 11, 2023 |
US Markets Wrap: Oil trends with OPEC+ cuts & whether the tech rally will hold up with iPhone 15's launch around the corner
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Sep 07, 2023 |
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?
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Sep 06, 2023 |
US Markets Wrap: Does September look gloomy for the markets?
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Sep 05, 2023 |
US Markets Wrap: Are the markets in for some range-bound action?
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Aug 30, 2023 |
US Markets Wrap: What kind of picture is consumer confidence painting of the US economy?
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Aug 30, 2023 |
US Markets Wrap: How much is the resilient US labour market impacting wages?
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Aug 29, 2023 |
US Markets Wrap: Will the bullish AI trend keep up?
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Aug 25, 2023 |
US Markets Wrap: What investors are looking out for at the Jackson Hole Economic Symposium
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Aug 24, 2023 |
US Markets Wrap: What's weighing on consumer strength?
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Aug 23, 2023 |
US Markets Wrap: Is it a good time to be taking profits now?
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Aug 22, 2023 |
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
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Aug 17, 2023 |
US Markets Wrap: Will recent economic data force policymakers into more aggressive stimulus in Q2?
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Aug 17, 2023 |
US Markets Wrap: Is the US consumer resilient?
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Aug 15, 2023 |
US Markets Wrap: Has a soft landing become the latest narrative?
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Aug 15, 2023 |
US Markets Wrap: What gold demand tells us about inflation; AI rally momentum; oil prices
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Aug 10, 2023 |
US Markets Wrap: Is the US debt downgrade taking wind out of market sails?
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Aug 10, 2023 |
US Markets Wrap: What's driving the markets' outperformance?
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Aug 07, 2023 |
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
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Aug 03, 2023 |
US Markets Wrap: Weakened confidence in the US' ability to deal with its debt from both a political and a financial perspective
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Aug 02, 2023 |
US Markets Wrap: Recession will depend on productivity, labour costs and wage data
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Aug 01, 2023 |
US Markets Wrap: Are consumer wallets in the US tightening?
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Jul 31, 2023 |
US Markets Wrap: 3 Key Risks for rest of 2023 and into 2024
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Jul 27, 2023 |
US Markets Wrap: Inflation Optimism - Are we jumping the gun?
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Jul 26, 2023 |
US Markets Wrap: Opportunities in raw materials firms in rocky waters
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Jul 25, 2023 |
US Markets Wrap: Hidden risks and warning signs amid positive macro indicators
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Jul 24, 2023 |
US Markets Wrap: Navigating the Bullish Terrain - S&P 500, CPI, PPI and Earnings Insights
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Jul 20, 2023 |
US Markets Wrap: Is the competition in the EV space intensifying?
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Jul 19, 2023 |
US Markets Wrap: Market is booming amid economic cloud, is a July rate hike still on the cards?
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Jul 18, 2023 |
US Markets Wrap: Should investors reposition themselves away from tech?
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Jul 17, 2023 |
US Markets Wrap: Fed's having a tough time reducing wage inflation, especially with infrastructure projects kicking in, says Matt Maley from Miller Tabak
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Jul 13, 2023 |
US Markets Wrap: No possibility of a soft landing, says Gregory Branch from Veritas Financial Group
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Jul 12, 2023 |
US Markets Wrap: Where are global funds flowing to in today's changing landscape
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Jul 12, 2023 |
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
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Jul 11, 2023 |
US Markets Wrap: Apple is still undervalued, says Naeem Aslam from Zaye Capital Markets
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Jul 07, 2023 |
US Markets Wrap: We're getting towards the end game for Fed rate hikes, says Mark Newton from Fundstrat Global Advisors
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Jul 05, 2023 |
US Markets Wrap: US inflation likely to trend down to the Federal Reserve's target of 2%, says Mark Matthews from Julius Baer
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Jul 03, 2023 |
US Markets Wrap: Evaluating Tech, Energy, China and Fed Chair's influence
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Jun 29, 2023 |
US Markets Wrap: The Fed's Goldilocks Dilemma - Rates, Recessions, and Defensive Strategies
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Jun 27, 2023 |
US Markets Wrap: Tech pullback expected to be short-lived, says Perry Switzer from The Jeffrey Matthews Financial Group
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Jun 26, 2023 |
US Markets Wrap: Retail investors are throwing money into stocks, particularly Tesla, Apple and Nvidia, says David Dietze from Peapack Private Wealth Management
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Jun 23, 2023 |
US Markets Wrap: Fed seems very willing to keep rates higher for longer, says NovaPoint Capital's Joseph Sroka
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Jun 21, 2023 |
US Markets Wrap: Leading names have become overextended, says David Keller from Sierra Alpha Research
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Jun 20, 2023 |
US Markets Wrap: Have the bulls have wrestled the markets away from the bears?
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Jun 15, 2023 |
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
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Jun 14, 2023 |
US Markets Wrap: Whether AI translates into better profitability and earnings remains to be seen, says Brenda Vingiello from Sand Hill Global Advisors
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Jun 13, 2023 |
US Markets Wrap: Investors are pricing in at most one rate cut, says Carson Group's Sonu Varghese
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Jun 12, 2023 |
US Markets Wrap: VIX index descriptive of an environment transitioning to a bull market, says David Lundgren from MOTR Capital Management & Research
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Jun 08, 2023 |
US Markets Wrap: Large caps have gotten a little bit ahead of themselves in the US, says Andrew Krei from Crescent Grove Advisors
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Jun 07, 2023 |
US Markets Wrap: How are markets faring compared with the 2008 global financial crisis?
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Jun 07, 2023 |
US Markets Wrap: US at risk of a potential recession, perhaps later this year into next, says Schultze Asset Management's George Schultze
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Jun 05, 2023 |
US Markets Wrap: MarketGauge Group's Michele Schneider says that there's a real disparity between what the market internals are saying
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Jun 01, 2023 |
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
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May 31, 2023 |
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
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May 26, 2023 |
US Markets Wrap: From failed moves come fast moves, says Alphatrends' Brian Shannon, who's cautiously optimistic
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May 25, 2023 |
US Markets Wrap: Cracks starting to show up in consumer strength, says Miller Tabak's Matt Maley
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May 23, 2023 |
US Markets Wrap: Pricing & sector analysis ahead of US debt ceiling deal
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May 23, 2023 |
US Markets Wrap: Will a US Debt Ceiling Deal help the S&P 500 break above 4200?
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May 18, 2023 |
US Markets Wrap: US debt ceiling deal still in the air & why Japan is outperforming US equity markets
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May 18, 2023 |
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
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May 16, 2023 |
US Markets Wrap: US debt ceiling talks loom and recession concerns grow
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May 16, 2023 |
US Markets Wrap: Straight from the NYSE - Rate expectations, regional banking action & investor confidence levels
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May 11, 2023 |
US Markets Wrap: April's CPI report won't spoil Fed's summer vacation plans, Blue Line Futures' Bill Baruch echoes the Fed Whisperer
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May 10, 2023 |
US Markets Wrap: With US CPI figures upcoming, how are markets pricing in as debt ceiling talks continue?
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May 09, 2023 |
US Markets Wrap: Early stage commodity supercycle versus short term recession fears
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May 08, 2023 |
US Markets Wrap: Bank jitters alongside ECB hike & Fed talk; and should you bet on big tech and AI?
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May 05, 2023 |
US Markets Wrap: May the Fed be with you, says OANDA's Kelvin Wong
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May 03, 2023 |
US Markets Wrap: Fundstrat’s Mark Newton expects the VIX to bottom out; healthcare a favourite & tech a camouflage
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May 02, 2023 |
US Markets Wrap: A deep dive into First Republic Bank, FOMC Preview and earnings season
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May 01, 2023 |