Mark Newton, CMT, Managing Director & Global Head of Technical Strategy at Fundstrat Global Advisors shares his insights on the bounce in tech names like Nvidia, AppLovin and Tesla; whether he is factoring in the impact of tariffs while approaching the market right now; as well as his takeaways from the hotter-than-expected CPI numbers. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
Chris Weston, Head of Research at Pepperstone shares his insights on the latest hotter-than-expected CPI numbers, inflation expectations, as well as the effects tariffs might have. He also weighed in on key areas of investment opportunities that traders can potentially look at. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Lucy Nicholson / File Photo / ReutersSee omnystudio.com/listener for privacy information.
In remarks before the Senate Banking Committee, Fed Chair Jerome Powell called the economy “strong overall” with a “solid” labor market and inflation that is easing but still above the Fed’s 2% goal. He also reiterated the central bank’s commitment to bringing inflation down and signaled that policymakers aren’t in a rush to get interest rates lower. Rick Polsinello, Senior Market Strategist at Franklin Templeton Institute shares his insights on Powell's latest comments on interest rates, where the Fed could be heading in coming days, whether companies are set to beat earnings expectations this quarter and if gold is priced to perfection for a future inflation surge. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
Sevasti Balafas, CEO of GoalVest shares her insights on the latest response by investors to Trump's move to substantially raise tariffs on steel and aluminum imports, the market rotation from tech to defensive sectors, whether small and mid-cap growth names will continue to lead the charge in the emerging AI space, as well as latest employment and unemployment rates. Presented by: Emaad AkhtarProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Anna Rose Layden / Bloomberg via Getty ImagesSee omnystudio.com/listener for privacy information.
Nadine Terman, CEO & CIO, Solstein Capital shares her insights on what Treasury Secretary Scott Bessent's intention to bypass the Fed to lower interest rates means for the markets, and latest market moves as various Trump tariffs come into play. She also unpacked the latest highlights on the tax run, coming on the back of President Trump's tax proposals. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Paul Morigi / Getty ImagesSee omnystudio.com/listener for privacy information.
Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on whether investors should rotate away from tech, coming on the back of Alphabet and AMD's lacklustre results; and sectors that are looking attractive. He also weighed in on what Trump's intention to drill more will do for oil majors. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Gonzalo Fuentes | ReutersSee omnystudio.com/listener for privacy information.
David Dietze, President of the Dietze Wealth Management Group shares his insights on the markets' reaction to US President Donald Trump's latest moves on the tariffs front, how the current earnings season is playing out, and how oil majors are set to move as Trump continues his push to ramp up oil supply. He also weighs in on brands that looking to benefit from the upcoming Valentines' Day, and whether more health conscious consumers will move overall performance this year. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: Anna Moneymaker / Getty ImagesSee omnystudio.com/listener for privacy information.
Sonu Varghese, Vice President & Global Macro Strategist, Carson Group shares his insights on President Donald Trump's reinstatement of his intention to implement 25% tariffs on goods imported from Canada and Mexico, and his thoughts on whether the US Federal Reserve is on Trump Watch. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
Joseph Sroka, Chief Investment Officer & Co-Founder at NovaPoint Capital shares his insights on the latest investor reaction to DeepSeek and how President Donald Trump might approach this development. He also weighs in on whether it is surprising that Trump has yet to impose additional tariffs on China, whether investors should be parking their money on oil given Trump's interest in the sector, and expectations on upcoming Fed actions in the coming weeks. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Greg Baker/AFP/Getty ImagesSee omnystudio.com/listener for privacy information.
Dilin Wu, Research Strategist at Pepperstone shares her insights on whether the positivity in the markets right now is just but a short-term bounce, risk of possible tariffs impacting the bottom line of corporates, potential impact that Trump’s presidency might have on crude oil and whether gold prices could retest all-time highs in the near future. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
Brenda Vingiello, Chief Investment Officer, Sand Hill Global Advisors shares her insights on the level of promise that AI holds for investors, coming on the back of a huge AI push on the part of the likes of Open AI and Softbank, and if it's a signal for investors to get into the tech space in the year ahead. She also weighs in on the kind of commentary that's catching her eye lately, and how potential tariffs might be factored into her investment approach. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
Jay Woods, CMT, Chief Global Strategist at Freedom Capital Markets shares his insights on the latest market action over the last 24 hours after President Donald Trump took office at the White House, the positive momentum in the markets right now and whether Trump's intention to ramp up drilling will affect the EV sector. He also weighs in on market action surrounding Netflix, Procter & Gamble, and what's on his radar ahead of WEF Davos. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Shawn Thew Pool photo via APSee omnystudio.com/listener for privacy information.
Dave Sekera, Chief US Market Strategist, Morningstar Research Services weighs in on what investors are worrying about as major averages give up gains in recent weeks; Apple had fallen to third place in terms of smartphones sold in China in 2024, behind homegrown manufacturers Vivo and Huawei; how he would factor in Donald Trump's support for Elon Musk as a potential tailwind for Tesla; as well as how markets are pricing in Donald Trump's upcoming entrance to the White House for a second term. Dave also shares his insights on what's expected of Trump's playbook compared to his first term, and implications of the resilient US economy on Trump's second term with regards to where markets are headed in the coming days. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Brandon Bell/Getty ImagesSee omnystudio.com/listener for privacy information.
Vincent Ee, Head of Investments, Asia at Schroders Wealth Management shares his insights on how the latest developments surrounding the Gaza ceasefire are set to uplift markets, a positive earnings season, opportunities outside of the Magnificent Seven, and whether AI will deliver on its promise. He also weighs in on what investors are keeping their eyes on as we near Trump's inauguration. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Alex Brandon/AP; Getty Images; Alice Morgan / InvestopediaSee omnystudio.com/listener for privacy information.
Ryan Detrick, Chief Market Strategist at Carson Group weighs in on the latest news surrounding the potential sale of TikTok in the US to Elon Musk and whether Meta's job cuts reflects what's happening in the broader tech sector. He also shares insights on whether we should be expecting a stronger greenback and how that might affect gold prices in the year ahead. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Roberto Schmidt/AFP/Getty Images; NurPhoto via Getty Images; Allison Robbert/ReutersSee omnystudio.com/listener for privacy information.
Michele Schneider, Chief Strategist, MarketGauge Group shares her insights on the shaky start markets had so far in January, how movements by the 10-year yields could affect the rest of the asset classes, whether it's too late to jump on the gold and bitcoin bandwagon, nd why institutional investors seem to be flocking to Israel. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Doug Mills/The New York TimesSee omnystudio.com/listener for privacy information.
Ben Emons, Chief Investment Officer, FedWatch Advisors shares his insights on the wavering of bond yields in the latest session and whether uncertainty in the Gilts remains a blueprint for the US debt ceiling. He also weighs in on whether tech stocks continue edging higher in 2025 after hitting record highs in 2024, reactions to Jensen's speech and what's on his key watch-list this year. Presented by: Emaad AkhtarProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar 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 takeaways from the latest FOMC minutes, what's playing out with regards to the data and whether the US economy is as resilient as it looks. She also weighs in on consumer sentiments might pan out over the next earnings season, sectors that could see impacts from tariff changes, and the current deal with the Magnificent Seven. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: Al Drago/BloombergSee omnystudio.com/listener for privacy information.
Mark Newton, CMT, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors shares his insights on what's driving optimism in the markets' earlier strength, longer term trends of all of the sectors relative to the S&P, how upcoming movements by the Fed could impact equity performance and investor sentiments, as well as views on small cap stocks compared to the large cap stocks, which have been dominating since 2024. Presented by: Willie KengProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.
Rick Bensignor, President, InTheKnowTrader.com shares his insights on the latest trading sessions and whether there's set to be pullback. He also weighs in on his expectations with the new Trump administration coming into office and the upcoming FOMC meeting. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Assistant Producer: Muhammad Nazirul Asrar Photo credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.