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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.
290 Episodes
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Rick Bensignor, President of InTheKnowTrader.com shares his insights on the latest price action surrounding Nvidia and what investors should be thinking about; as well as crypto building on higher highs following the re-election of Donald Trump. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
Christine Short, Vice President of Research, Wall Street Horizon shares her insights on the fluctuations that we're seeing in the tech sector, stellar results from Walmart, and the extent to which inflationary pressures are likely to have on consumers in the coming months ahead. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Abobe ImagesSee omnystudio.com/listener for privacy information.
Howard Silverblatt, Senior Index Analyst, Product Management, S&P Dow Jones Indices shares his insights on whether fundamentals are set to change with policy changes that could set in when Donald Trump comes back into power. He also weighs in on the strength of the economy coming on the back of the latest earnings season. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Mandel Ngan/AFP/Getty ImagesSee omnystudio.com/listener for privacy information.
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on whether markets are showing signs of fatigue post-election, how changes in policies moved the technicals in the markets historically, and whether small caps are set to outperform in the new Trump era. He also weighs in on consumer spending expectations with a second rate cut still on the cards as we head into December. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributors; Getty ImagesSee omnystudio.com/listener for privacy information.
Todd Rabold, Investment Management Partner, Callan Family Office shares his insights on whether there will be a continued push in stocks as we head closer to the close of 2024, whether retail investors are starting to get more on board with bitcoin, as well as a lookahead on the next earnings season. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
Dilin Wu, Research Strategist at Pepperstone shares her insights on the long/short strategy that investors should consider as we head into Trump 2.0, whether there should be expectations of more anti-China rhetoric, as well as key risks to look out for on the regulation front as Trump transitions into his second term at the White House. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Alex Brandon/APSee omnystudio.com/listener for privacy information.
Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the momentum behind the Trump bump, effects on the markets should Trump lower corporate taxes and loosen regulations, inflationary pressures and whether the Fed could be looking to change their policy pace given Trump's anticipated return to the White House in January. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Jim Watson | Afp | Getty ImagesSee omnystudio.com/listener for privacy information.
Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on how investors are reacting to the upcoming second Trump term, whether the Republicans' senate win is reverberating through the markets, as well as concerns over inflationary pressures. She also weighs in on how Trump's win is an interesting conundrum for the EV market. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Evan Vucci / APSee omnystudio.com/listener for privacy information.
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on how investors are expected to react to the outcome of the US Presidential Election, the overall movements in the US economy and Dollar, as well as his advice to clients for the next few days. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Stephanie Scarbrough / APSee omnystudio.com/listener for privacy information.
David Dietze, Managing Principal, Peapack Private shares his insights on how unemployment weighing on the US economy and markets, market reactions to the US Presidential Election that is just around the corner, as well as Warren Buffet approach in the markets in Q3. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Daniel Zuchnik/WireImageSee omnystudio.com/listener for privacy information.
Coming on the back of the upcoming US Presidential Election, Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on whether one candidate is "more inflationary" than the other for the markets, and rate cut expectations ahead of the next FOMC meeting. She also weighs in on the current tone ringing through the mega-cap tech names and how investors are approaching the tech space. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.
Satyam Panday, Chief US and Canada Economist, S&P Global Ratings shares his insights on how the labour market is panning out, whether the markets are on the way to the so-called "elusive soft landing", why we're seeing a pickup in the housing market as rates come down, and pressures as the US head closer to the Presidential Election. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.
Alex Morris, CEO, F/m Investments shares his insights on what investors are looking out for ahead of the next FOMC meeting, how markets are pricing in on crypto and suggestions that Donald Trump could be good for the cyrpto space. He also shares the stocks on his radar right now and whether he's keen on some of the tech names reporting this week. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: dailyPik See omnystudio.com/listener for privacy information.
Jason Britton, Founder & CIO, Reflection Asset Management shares his insights on whether the bullish momentum with the US Dollar will continue, why the sterling and euro are reacting so differently from the US Dollar, and whether the Fed will be pressured to keep current rates in the coming months. He also weighs in on the carry trade and upcoming Magnificent Seven earnings expected in the week ahead. Presented by: Yeap JunrongProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on where markets are headed on the inflation front, pressure faced by mega cap tech names, how investors are pricing in the US Presidential Election, and what's happening with the credit spreads right now. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.
George Schultze, Founder & Managing Member, Schultze Asset Management weighs in on why there's not much conviction in the markets right now, even as 10-year yields move near 4.2%, the highest level since late July. He also helps to navigate what we're seeing in the markets with regards to McDonald's, Starbucks, Microsoft and the uncertainty investors are seeing in the energy sector. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.
Christine Short, Vice President of Research, Wall Street Horizon shares her insights on how economic activity has moved over the past week as investment banking picks up, and indicators to look out for as we close in on the US Presidential Election and FOMC meeting. And given the volatility, is gold on her playbook? Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.
Sevasti Balafas, CEO of GoalVest shares her insights on the latest surge in gold prices, boosted by uncertainty surrounding US elections. She also weighs in on the optimism playing out in the markets, and whether utilities is a space to actively look at right now as Microsoft, Amazon and Google try to find ways of powering up their servers through renewable energy, with nuclear in focus. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Goldman SachsSee omnystudio.com/listener for privacy information.
Jay Woods, CMT, Chief Global Strategist, Freedom Capital Markets shares his insights on the latest bank earnings coming out from the US and key impacts of Hurricane Milton on the markets. He also weighs in on why Netflix is on the top of his radar. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: AFP/Getty ImagesSee omnystudio.com/listener for privacy information.
Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg LP weighs in on the latest moves in the semiconductor space as ASML logs its biggest one-day drop in 26 years and her expectations for this earnings season. She also shares her expert insights on the energy sector with the Middle East crisis playing out, as well as the growth outlook and what investors should look at to right-size their exposure to China, Japan and India. Presented by: Ryan HuangProduced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Nurphoto | Getty ImagesSee omnystudio.com/listener for privacy information.
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