US Markets Wrap

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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.

  1. US Markets Wrap: Selective stock & sector picks may reward you in 2026

    5 DAYS AGO

    US Markets Wrap: Selective stock & sector picks may reward you in 2026

    Dilin Wu, Research Strategist, Pepperstone shares her market outlook for 2026, including  expectations for the AI and tech sectors (other investable opportunities in these spaces apart from stocks); risks that could alter the Fed's policy path; the upside potential for gold and silver; and whether oil prices will remain under pressure. Produced/Presented: Emaad Akhtar See omnystudio.com/listener for privacy information.

    11 min
  2. US Markets Wrap: AI names & Q3 GDP outperform; high hopes for 'Santa Claus rally'

    24/12/2025

    US Markets Wrap: AI names & Q3 GDP outperform; high hopes for 'Santa Claus rally'

    Fabien Yip, Market Analyst, IG, discusses the AI rally, Q3 GDP outperforming expectations; the current Fed policy trajectory for 2026; a sliding greenback; and a stellar run for precious metals gold and silver. Produced/Presented: Emaad Akhtar See omnystudio.com/listener for privacy information.

    12 min
  3. US Markets Wrap: Tech Leads, Valuations Stretch, What’s Next for Markets

    22/12/2025

    US Markets Wrap: Tech Leads, Valuations Stretch, What’s Next for Markets

    U.S. markets climb into a shortened holiday week, led by gains in artificial intelligence stocks like Nvidia, Micron, and Oracle. David Abella, Director of Investments at GoalVest, explains why strong earnings have kept markets resilient in 2025 despite rich valuations, where tech and dividends fit in a portfolio, and what investors should expect as volatility picks up heading into 2026. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

    9 min
  4. US Markets Wrap: The Global Rate Dance - Inflation, Tech, and Central Bank Moves

    19/12/2025

    US Markets Wrap: The Global Rate Dance - Inflation, Tech, and Central Bank Moves

    From Micron’s AI-fueled rally to a surprising CPI reading, markets are recalibrating ahead of 2026. Kyle Rodda, Senior Financial Market Analyst, capital.com discuss the implications for U.S. interest rates, corporate earnings in a challenging consumer landscape, and the evolving policy signals from the ECB, BOE, and BOJ. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

    10 min
  5. US Markets Wrap: AI Shakeout - Oracle Sparks Tech Sell-Off

    18/12/2025

    US Markets Wrap: AI Shakeout - Oracle Sparks Tech Sell-Off

    Stocks fell sharply on Wednesday as investors rotated out of high-flying AI names, triggered by a report that Oracle’s primary investor pulled out of its $10 billion Michigan data center project. Frank Cappelleri, Founder and President, CappThesis weighs in on the tech sell-off, where investors are rotating to, and if there is enough momentum for a Santa rally. Produced/Presented: Ryan Huang Image by Frank Rietsch from Pixabay See omnystudio.com/listener for privacy information.

    8 min
  6. US Markets Wrap: Markets rethink the AI Trade, time to rotate?

    16/12/2025

    US Markets Wrap: Markets rethink the AI Trade, time to rotate?

    Steve Sosnick, Chief Strategist, Interactive Brokers discusses how markets are repricing expectations around the AI trade, as the AI-related names continue to see weakness on the back of Oracle and Broadcom falling short of lofty expectations. He shares if it is now time to rotate out to other sectors. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

    11 min
  7. US Markets Wrap: AI Fallout and Rate Cuts - Reading the Mixed Market Signals

    12/12/2025

    US Markets Wrap: AI Fallout and Rate Cuts - Reading the Mixed Market Signals

    The U.S. equity markets reached new milestones on Thursday as the Dow surged to a fresh closing high, while the Nasdaq pulled back amid tech-sector jitters. Following the Federal Reserve’s 25-basis-point rate cut, investors rotated out of high-flying AI stocks like Oracle, which tumbled nearly 11% after raising its AI spending forecast, and into cyclical names poised to benefit from economic growth. Jason Britton, Founder & CIO of Reflection Asset Management, breaks down the mixed market signals, explores investor caution around AI capital expenditures, and shares insights on how dip buyers are supporting the S&P 500.   Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

    10 min
  8. US Markets Wrap: Markets Rally as the Fed Eases - What’s Next for 2026?

    11/12/2025

    US Markets Wrap: Markets Rally as the Fed Eases - What’s Next for 2026?

    The Dow surged more than 490 points after the Federal Reserve delivered its third consecutive rate cut, bringing the federal funds rate to 3.5%-3.75%. The S&P 500 flirted with record highs, and the Nasdaq climbed as traders digested the Fed’s message. What signals are investors reading from Jerome Powell’s remarks, and what does this mean for equity markets heading into 2026? Ben Emons, Chief Investment Officer at FedWatch Advisors, breaks down the market reaction, Fed policy implications, and strategies for the year ahead. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

    9 min
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About

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.

Information

  • Creator
    Money FM
  • Years Active
    2023 - 2025
  • Episodes
    492
  • Rating
    Clean
  • Copyright
    © 2026 Money FM
  • Show Website
    US Markets Wrap

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