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Postwar Market Leaders: Wall Street View on Sectors, Fed Rates and Middle East Risk

Published: · Source: hankyung.com

Postwar Market Leaders: Wall Street View on Sectors, Fed Rates and Middle East Risk
TL;DR: On May 11, 2026, Korea Economic Daily previewed Troy Ludtka of SMBC Nikko Securities on market uncertainty tied to Middle East conflict and possible Fed rate hikes.

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  • On May 11, 2026, Korea Economic Daily previewed Troy Ludtka of SMBC Nikko Securities on market uncertainty tied to Middle East conflict and possible Fed rate hikes.
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Korea Economic Daily reported on May 11, 2026, through Hankyung Premium9 TODAY, that it would examine which sectors could lead global equities after war and what investment strategies may matter. The report said market uncertainty has grown as the impact of the Middle East conflict overlaps with the possibility of rate increases by the U.S. Federal Reserve. Hankyung said it would interview Troy Ludtka, chief economist at SMBC Nikko Securities, to analyze promising sectors and key investment strategies. The preview also said it would address questions investors are watching, including inflation, the U.S. midterm elections and commodity prices. Source: hankyung.com

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