U.S. equities stumbled as renewed trade tensions with China and disappointing earnings from major names like Netflix and Texas Instruments weighed on investor sentiment. Adding to the uncertainty, the White House is reportedly considering fresh export curbs on software made with U.S. technology. With GDP growth showing signs of resilience but inflation pressures and labor market slowdowns clouding the outlook, investors are asking: where to next.

George Schultze, Founder and Managing Member at Schultze Asset Management, unpacks the market reaction, assess the implications for sectors from housing to utilities, and share his investment outlook amid rising geopolitical and economic crosswinds.

U.S. equities stumbled as renewed trade tensions with China and disappointing earnings from major names like Netflix and Texas Instruments weighed on investor sentiment. Adding to the uncertainty, the White House is reportedly considering fresh export curbs on software made with U.S. technology. With GDP growth showing signs of resilience but inflation pressures and labor market slowdowns clouding the outlook, investors are asking: where to next.
George Schultze, Founder and Managing Member at Schultze Asset Management, unpacks the market reaction, assess the implications for sectors from housing to utilities, and share his investment outlook amid rising geopolitical and economic crosswinds.

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

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.

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