US Markets Wrap Money FM

Chris Weston, Head Of Research, Pepperstone weighs in on what seems to be a potential period of stagflation in the market, how investors can navigate the current market situation, as well as the concern over OPEC losing control over the oil markets in the coming months ahead. 

Presented by: Ryan Huang

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: pixabay & its talented community of contributors 
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Laila Pence, President & Co-Founder, Pence Wealth Management shares her expert analysis on the sustainability of the strong earnings season, whether Q2 seems even more volatile than Q1, her conviction calls (Streaming Services, Property & Casualty Insurers, Big Tech & AI), why there's value in intermediate term fixed income investments, especially with rates yielding north of 4.5% and the Federal Reserve nearing the end of its hiking cycle.

Presented by: Willie Keng

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: unsplash & its talented community of contributors / Alexander Grey
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Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on policy divergence between the US and China, how Chinese companies are placing a greater emphasis on shareholder returns, in part by increasing dividends and buy-backs, what can investors do to build quality exposure when it comes to investing in China and whether there are specific risks they should look out for.

Presented by: Willie Keng

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: unsplash & its talented community of contributors 
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David Martin, Founder & Chief Investment Officer at Martin Fund Management LP shares his insights on where else should investors be looking ahead of eventual rate cuts, whether tech giants like Meta Platforms and others will continue to see drops, and if defensive trading is the way to go in the current economic climate.

Presented by: Willie Keng

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: pixabay & its talented community of contributors 
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Dave Sekera, Chief US Market Strategist at Morningstar Research Services shares his insights on whether the US stock market’s ‘bad breadth’ is making even stalwart bulls nervous, implications of market gains driven disproportionately by a handful of stocks, how investors can approach Magnificent 7 through a different lens, and what the running theme is across the Q1 earnings calls.

Presented by: Willie Keng

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: pixabay & its talented community of contributors 
See omnystudio.com/listener for privacy information.

Inflationary pressures was one headwind that came up in every bank call. Consumer Price Index (CPI) for March came in higher-than-expected, showing sticky inflation is still in play and adding to the reasons why the US Federal Reserve may hold off on interest rate cuts again in Q2. 

Frank Cappelleri Founder and President, CappThesis shares his insights on the latest inflationary pressures, expectations on PCE figures and big earnings set to be released later this week, and whether a demise in big-tech could cause a market crash.

Presented by: Willie Keng

Producer: Yeo Kai Ting (ykaiting@sph.com.sg) 

Graphics credits: iStockphoto
See omnystudio.com/listener for privacy information.