US Markets Wrap

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Episodes: 198

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