Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the good tailwinds coming on the back of the Fed's recent jumbo-sized rate cut, prospective inflationary pressures, rotation into small caps, and why the utilities sector doesn't look that appealing to him. 

Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Adobe Images

Dave Sekera, Chief US Market Strategist, Morningstar Research Services shares his insights on the good tailwinds coming on the back of the Fed's recent jumbo-sized rate cut, prospective inflationary pressures, rotation into small caps, and why the utilities sector doesn't look that appealing to him. 
Presented by: Ryan Huang Produced &amp; Edited by: Yeo Kai Ting (ykaiting@sph.com.sg) Photo credits: Adobe Images

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.

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.

US Markets Wrap

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.

In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore&rsquo;s first and only Business and Personal Finance station. MONEY FM is a 24-hour English talk format station featuring local and international business and financial news. We provide you with financial market and currency updates and insights from analysts, economists, policy makers, industry experts and business owners.
In the lighter hours, listen to discussions on social issues and features on topics that include health, education, arts and music.

MONEY FM 89.3 is Singapore’s first and only Business and Personal Finance station.

MONEY FM 89.3

Enjoy this breakfast show: as you sip on your morning coffee, let notable markets and finance experts help you make sense of the latest movers on Wall Street.

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.

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.

US Markets Wrap: Rate Cut Tailwinds & Further Room For Rotation Run Into Small Caps

U.S. stocks slipped despite earnings beats from Nvidia and Salesforce, with the S&P 500 and Nasdaq Composite pulling back as chip stocks sold off. Deborah Cunningham, CIO of Global Liquidity Markets at Federated Hermes talks about shifting investor sentiment and whether volatility is driving a move back into cash and liquidity instruments. How are tariff risks and geopolitical tensions influencing short-term positioning? And what do recent developments at Blue Owl mean for private credit and liquidity risk?

 

U.S. stocks slipped despite earnings beats from Nvidia and Salesforce, with the S&amp;P 500 and Nasdaq Composite pulling back as chip stocks sold off. Deborah Cunningham, CIO of Global Liquidity Markets at Federated Hermes talks about shifting investor sentiment and whether volatility is driving a move back into cash and liquidity instruments.&nbsp;How are tariff risks and geopolitical tensions influencing short-term positioning?&nbsp;And what do recent developments at Blue Owl mean for private credit and liquidity risk?
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US Markets Wrap: Volatility Rising - Are Investors Rebuilding Cash?

U.S. equities pushed higher ahead of Nvidia earnings, as investors reassess AI valuations and hyperscalers’ capex race. Todd Rabold, Investment Management Partner, Callan Family Office discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means for rate cuts this year. He also looks at the real opportunities may lie beyond mega-cap tech, from energy infrastructure to small caps and emerging markets.

U.S. equities pushed higher ahead of Nvidia earnings, as investors reassess AI valuations and hyperscalers&rsquo; capex race. Todd Rabold, Investment Management Partner, Callan Family Office discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means for rate cuts this year. He also looks at the&nbsp;real opportunities may lie beyond mega-cap tech, from energy infrastructure to small caps and emerging markets.

US Markets Wrap: AI Spending, Tariffs & the Next Leg for U.S. Markets

U.S. markets rebounded sharply as fears of AI-driven disruption eased, lifting the S&P 500, Nasdaq, and Dow in a broad relief rally. A blockbuster multiyear partnership between Advanced Micro Devices and Meta Platforms — including up to 6 gigawatts of GPUs and a potential 160 million-share warrant — reignited the AI capex narrative and raised fresh questions about competition with Nvidia. Meanwhile, software names like Salesforce, ServiceNow, and DocuSign bounced as investors reconsider whether AI is a threat or a tailwind. Ryan Detrick, Chief Market Strategist, Carson Group breaks down whether this is just a relief rally, what it means for the AI arms race, and how global tariffs and industrial names like John Deere fit into the bigger macro picture.

Produced/Presented: Ryan Huang

Image: Geralt via Pixabay

U.S. markets rebounded sharply as fears of AI-driven disruption eased, lifting the S&amp;P 500, Nasdaq, and Dow in a broad relief rally. A blockbuster multiyear partnership between Advanced Micro Devices and Meta Platforms &mdash; including up to 6 gigawatts of GPUs and a potential 160 million-share warrant &mdash; reignited the AI capex narrative and raised fresh questions about competition with Nvidia.&nbsp;Meanwhile, software names like Salesforce, ServiceNow, and DocuSign bounced as investors reconsider whether AI is a threat or a tailwind. Ryan Detrick, Chief Market Strategist, Carson Group breaks down whether this is just a relief rally, what it means for the AI arms race, and how global tariffs and industrial names like John Deere fit into the bigger macro picture.
Produced/Presented: Ryan Huang
Image: Geralt via Pixabay

US Markets Wrap: Rate Cut Tailwinds & Further Room For Rotation Run Into Small Caps

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