Markets: Balancing the wins and losses

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Liam Dawson of PortfolioMetrix discusses the outlook for oil prices and interest rates, and how softer US inflation could influence global monetary policy. He also examines the US earnings season, commodity markets, the rand's performance, and the impact of higher oil prices on SA consumers.

21 Jul 1PM English South Africa Business · News

[FULL SHOW] Interest rates on hold, road to the PIC AGM and the future of grid stability

This evening, we wrap up the day's market action with Sanlam Private Wealth, unpack the MPC's decision to hold interest rates with the Institute for Economic Justice, explore South Africa's LNG opportunities with Standard Bank Group, examine the PIC governance crisis with the University of Johannesburg, discuss the challenge of…

23 Jul 1PM 55 min

Market Watcher: Choppy waters for the markets

Nick Kunze of Sanlam Private Wealth discusses the JSE's decline, driven by higher oil prices, Google's AI spending and interest rate uncertainty. He explains why the MPC's decision to hold rates is good for consumers, and reflects on weaker US markets, Google's $6 billion AI investment and Tesla's lower profits.

23 Jul 1PM 7 min

Markets: Balancing the wins and losses

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