11 August 2023
US Markets Wrap: What gold demand tells us about inflation; AI rally momentum; oil prices
Paul Wankmueller, Director of Business Development at Martin Fund Management shares his insights on the latest US inflation numbers and what that means for gold investors, whether the strong momentum from solid tech names will continue holding up, as well as oil prices.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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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)

Download this podcast.