9 May 2023
US Markets Wrap: Early stage commodity supercycle versus short term recession fears
US equities eked out a small gain on Monday while Treasuries fell as investors weigh out what it would take to finally reverse the Federal Reserve’s path on rates after a survey of loan demand showed signs of credit tightening.
Paul Wankmueller, CMT, Director of Business Development at Martin Fund Management shares his technical analysis on a surprising bounce in demand for some loan categories, oil prices decline and outlook on the backdrop of recent OPEC+ surprise cuts, drivers of the gold action, as well as expectations ahead of the US debt ceiling talks.
Presenter: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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