Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios.

Produced/Presented: Ryan Huang

 

Gina Martin Adams, Chief Equity Strategist &amp; Global Director of Equity Strategy, Bloomberg&nbsp;discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios.
Produced/Presented: Ryan Huang
&nbsp;

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: US earnings could boost markets, watch out for concentration risks

U.S. stocks clawed back from steep losses after strikes involving the U.S., Israel and Iran rattled markets, with the S&P 500 finishing just above flat as oil prices eased and investors piled into mega cap tech names like Nvidia and Microsoft. José Torres, senior economist, Interactive Brokers discusses whether the slide toward 2026 lows was a buying opportunity or a justified repricing of geopolitical risk. At what point does elevated crude, potential supply disruption from Iran and shifting inflation expectations threaten the bull market and force the Federal Reserve to rethink rate cuts.

Produced/Presented: Ryan Huang

Image: Mohamed Hassan from Pixabay

U.S. stocks clawed back from steep losses after strikes involving the U.S., Israel and Iran rattled markets, with the S&amp;P 500 finishing just above flat as oil prices eased and investors piled into mega cap tech names like Nvidia and Microsoft.&nbsp;Jos&eacute; Torres, senior economist, Interactive Brokers discusses whether the slide toward 2026 lows was a buying opportunity or a justified repricing of geopolitical risk.&nbsp;At what point does elevated crude, potential supply disruption from Iran and shifting inflation expectations threaten the bull market and force the Federal Reserve to rethink rate cuts.
Produced/Presented: Ryan Huang
Image: Mohamed Hassan from Pixabay

US Markets Wrap: Buying the Dip in a War Scare

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?
&nbsp;

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: US earnings could boost markets, watch out for concentration risks

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