Market Watcher: Markets on a coalition course

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David Shapiro of Otto1890 discusses South Africa's inflation spike, the prospect of another interest rate hike, global market trends, the US earnings season, the AI rally, higher oil prices and the rand's resilience.
22 Jul 1PM English South Africa Business · News

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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