Market Watcher: Reconciling high interest rates and high equity market

Loading player...
David Shapiro of Otto1890 unpacks US inflation rates and the potential consequences for business- and consumer spending. The JSE performed strongly, led by mining counters. He explains the resilience of the US economy and the positive results of US retailers like Target and CostCo. He also talks about the upcoming Nvidia results and what it may signal for an artificial intelligence stock bubble.
20 May 1PM English South Africa Business · News

Other recent episodes

[FULL SHOW] PIC governance crisis, digital infrastructure and project delivery

This evening, we wrap up the day's market movements with Terence Hove, explore how South Africans are strengthening their retirement savings with FNB, unpack the governance crisis at the PIC with Corusca Consulting, discuss Icasa public consultation process on digital infrastructure regulations, examine how women are increasingly becoming wealth creators…
16 Jul 1PM 54 min

Market Watcher: Pockets of value in the market

Terence Hove unpacks the market sell-off, the retreat in technology stocks, geopolitical tensions and inflation risks. He also discusses safe-haven opportunities and reflects on the resilience of the rand, which remains steady at around R16.40 against the US dollar.
16 Jul 1PM 6 min