Cutting through the noise: real market trends
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Talya Ginsberg of Umthombo Wealth unpacks recent bond market movements
following the GDP announcement, noting six consecutive quarters of growth
supported by stronger household spending. She highlights Brent crude rising above
$90 per barrel, driven by geopolitical tensions, with potential short-term relief at the
pumps but ongoing uncertainty without a peace agreement. Finally, she also points
to continued volatility in gold, while the rand has shown recent resilience.
following the GDP announcement, noting six consecutive quarters of growth
supported by stronger household spending. She highlights Brent crude rising above
$90 per barrel, driven by geopolitical tensions, with potential short-term relief at the
pumps but ongoing uncertainty without a peace agreement. Finally, she also points
to continued volatility in gold, while the rand has shown recent resilience.
