Market Watcher: Markets have memories

Loading player...
Chantal Marx of FNB Wealth and Investments unpacks the US 30-year Treasury yield surpassing the 5% threshold and the history behind the 2008 financial crisis. She delves into AI stocks taking a hit and the JSE performing weaker today, the impact of the US-Iran conflict on markets and inflation and how prolonged uncertainty has affected oil prices. She also shares her expectations for the upcoming inflation print and the interest rate decision later this month.

Chantal Marx – head of investment research, FNB Wealth and Investments
19 May 1PM English South Africa Business · News

Other recent episodes

[FULL SHOW] Electricity pricing, SADC industrialisation, and slate fuel recovery

Tonight, we unpack the day’s market moves with WealthStrat, examine the impact of electricity tariffs on industry with the Minister of Electricity, discuss SADC’s industrialisation needs with Business Unity South Africa, explore the latest proposal on the slate recovery levy with the Fuels Industry Association of SA, discuss data- driven…
18 Aug 1PM 54 min

Markets: Finding the good news in a yo-yo market

Victoria Reuvers of WealthStrat discusses market sentiment following the US President’s bomb threat against Oman, losses in Asian markets and the JSE’s resilience. She also explains why the rand is holding firm despite oil price volatility and stronger emerging-market appetite. Victoria Reuvers – Managing director, WealthStrat
18 Aug 1PM 6 min