Video commentary for March 6th 2023
Here is a link to today's video commentary. Vimeo, YouTube.
Some of the topics discussed include: crude oil rebounds again from intraday low on speculation the Permian basin will peak in the next five years. Banks, high yields spreads and leveraged loans point to a benign outcome, inverted yields curve suggest recession is inevitable, the epicentre of risk is in frontier markets and commercial property.