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

US markets kick off a pivotal week on a steady note, with stocks rising as investors weigh fresh political headlines, looming tariff risks and a packed calendar of earnings and central bank decisions. With GDP growth running hot, profit margins at record highs and big tech earnings back in focus, the question is whether this rally can finally broaden beyond AI leaders. Todd Rabold, Investment Management Partner at Callan Family Office, unpacks the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers.

US markets kick off a pivotal week on a steady note, with stocks rising as investors weigh fresh political headlines, looming tariff risks and a packed calendar of earnings and central bank decisions. With GDP growth running hot, profit margins at record highs and big tech earnings back in focus, the question is whether this rally can finally broaden beyond AI leaders. Todd Rabold, Investment Management Partner at Callan Family Office, unpacks the strength of the US economy, the outlook for small caps and cyclicals, the pause in the AI trade, the surge in gold and silver, and what markets may be mispricing as the Fed stays on hold and policy uncertainty lingers.

US Markets Wrap: Markets at a Crossroads in a Big Earnings Week

Stocks extended their rally as trade tensions with Europe eased, lifting the Dow 300 points and pushing the S&P 500 and Nasdaq higher, fueled by Nvidia, Microsoft, and Meta. David Abella, Director of Investments with GoalVest, discusses rich valuations, tech bubble fears, and potential tariff shocks as well as why there is now a "mountain of worry" ahead in 2026. 

Stocks extended their rally as trade tensions with Europe eased, lifting the Dow 300 points and pushing the S&amp;P 500 and Nasdaq higher, fueled by Nvidia, Microsoft, and Meta. David Abella, Director of Investments with GoalVest, discusses rich valuations, tech bubble fears, and potential tariff shocks as well as why there is now a "mountain of worry" ahead in 2026.&nbsp;

US Markets Wrap: Markets Climb as Geopolitical Fears Ease

After a rocky start to the week, US stocks surged as President Trump dropped plans for extra tariffs on European nations opposing his Greenland strategy. The S&P 500 and Nasdaq each climbed 1.2%, recovering from their biggest single-day declines since October. Meanwhile, gold extended its rally, surpassing $4,800 an ounce, as investors sought safety amid lingering trade tensions and global uncertainty. Mark Newton, Managing Director & Global Head of Technical Strategy, Fundstrat Global Advisors explores whether gold’s momentum can continue into 2026, as well as where investor flows are rotating to.

 

After a rocky start to the week, US stocks surged as President Trump dropped plans for extra tariffs on European nations opposing his Greenland strategy. The S&amp;P 500 and Nasdaq each climbed 1.2%, recovering from their biggest single-day declines since October. Meanwhile, gold extended its rally, surpassing $4,800 an ounce, as investors sought safety amid lingering trade tensions and global uncertainty. Mark Newton, Managing Director &amp; Global Head of Technical Strategy, Fundstrat Global Advisors explores whether gold&rsquo;s momentum can continue into 2026, as well as where investor flows are rotating to.
&nbsp;

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

In 3 playlist(s)

US Markets Wrap

Social links

Follow podcast

Recent clips