Episodios

  • US Markets Wrap: Global Entertainment & Media Outlook; Sectors to watch out as DNC nears
    Aug 16 2024

    Matt Maley, Chief Market Strategist, Miller Tabak shares his insights on potential fireworks that might be seen in the markets in the next week when the Democratic National Convention takes place, sectors that he is keeping an eye out for, and his takeaways from Disney's latest earnings.

    Presented by: Ryan Huang
    Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
    Photo credits: AaronP/Bauer-Griffin/GC Images

    See omnystudio.com/listener for privacy information.

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    8 m
  • US Markets Wrap: The Consumer is softening. How much pressure will that have on margins?
    Aug 15 2024

    Christine Short, Vice President of Research at Wall Street Horizon shares her insights on the patchy data of late, observations on how consumers are spending and whether all of that will weigh down on business in the coming quarter.

    Presented by: Ryan Huang
    Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
    Photo credits: pixabay & its talented community of contributors

    See omnystudio.com/listener for privacy information.

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    8 m
  • US Markets Wrap: Starbucks Replaces CEO With Chipotle’s Superstar Brian Niccol; Pressure on Boeing & Market Sentiments On A Roller Coaster Ride
    Aug 14 2024

    Brian Niccol, who has held the top position at Chipotle since 2018, will take the helm of Starbucks starting September. He will replace Laxman Narasimhan, whose relatively brief tenure began in March last year, when he took over from Howard Schultz and became the first chief executive to come from outside the company.

    David Dietze, Managing Principal at Peapack Private weighs in on Starbuck's latest move, pressure on Boeing at the moment, and how inflation is driving market sentiments. He also shares insights on Scotiabank paying US$2.8 billion for minority stake in US regional bank KeyCorp.

    Presented by: Ryan Huang
    Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
    Photo credits: Stephen Brashear / AP / Starbucks / Boeing/Afp Via Getty Images

    See omnystudio.com/listener for privacy information.

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    7 m
  • US Markets Wrap: Is the US heading for a recession?
    Aug 13 2024

    Suan Teck Kin, Head of Research & Executive Director at UOB shares his insights on the weakness and indicators pointing to weakening US economy, how severe a US recessionary story would look like, and whether it's a concern that consumers are tightening their purse strings down the value chain. He also shares his perspectives on the criticism surrounding the speed of upcoming rate cuts and how early we might see those cuts.

    Presented by: Ryan Huang
    Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
    Photo credits: pixabay & its talented community of contributors

    See omnystudio.com/listener for privacy information.

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    10 m
  • US Markets Wrap: Rotation from tech; Goldman Sachs; JP Morgan and stock swings
    Aug 8 2024

    Steve Lawrence, CIO, Balfour Capital Group shares his insights on the latest action in the markets including the huge stock swings following dips in the US stocks, fears of a recession, and what he is taking away from the guidance coming on the back of the earnings.

    Presented by: Ryan Huang
    Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
    Assistant Producer: Simone Chuah
    Photo credits: pixabay & its talented community of contributors

    See omnystudio.com/listener for privacy information.

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    11 m
  • US Markets Wrap: Buy the rip after the dip: Chris Weston, Pepperstone on the calm returning to Wall Street as stocks rebound after worst drop in years
    Aug 7 2024

    Chris Weston, Head Of Research at Pepperstone shares his insights on the turnaround following the worst dip in years, how he is approaching the markets in recent times given the volatility, movements in the semiconductor and high-tech space, as well as the Yen.

    Presented by: Ryan Huang
    Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
    Assistant Producer: Simone Chuah
    Photo credits: AP Photo/ Richard Drew

    See omnystudio.com/listener for privacy information.

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    9 m
  • US Markets Wrap: Panic in the US Markets - Dow tumbles 1,000 points, S&P 500 posts worst day since 2022 in global market sell-off
    Aug 6 2024

    The Dow Jones Industrial Average just post its worst day in nearly two years, as worries over the health of the US economy sparked a global market sell-off. Both the blue-chip Dow and S&P 500 registered their biggest daily losses since September 2022.

    The latest moves come as fears of a US recession sparked a global market meltdown, following a disappointing July jobs report.

    Michele Schneider, Chief Strategist at MarketGauge Group shares her insights on all the key movements in the US markets right now, including how concerned she is about the latest dips, whether investors should be looking at reducing their exposure and how best to navigate the turbulence, why energy and oil are on her radar, as well as the bitcoin sell-off

    Presented by: Ryan Huang
    Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
    Assistant Producer: Simone Chuah
    Photo credits: Andrew Kelly/Reuters

    See omnystudio.com/listener for privacy information.

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    10 m
  • US Markets Wrap: Have we finally left ‘elevated’ inflation blues behind?
    Aug 2 2024

    Nadine Terman, CEO & CIO, Solstein Capital shares her takeaways on the latest earnings revolving mega cap tech giants, Apple and Amazon, whether the economy is leaving elevated inflation blues behind, if she foresees debt further easing in 2025, and whether we'll be seeing further weakness in the US labour market moving forward.

    Presented by: Yeap Junrong
    Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
    Assistant Producer: Simone Chuah
    Photo credits: Andrew Kelly/Reuters

    See omnystudio.com/listener for privacy information.

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    9 m