Latest / SAfm Market Update with Moneyweb
Markets: All windows are sea-facing for local markets.
Nick Kunze of Sanlam Private Wealth highlights concerns over AI valuations and a stronger US dollar weighing on emerging market currencies. He notes strong returns in microprocessor stocks and US inflation at 4.1%, with the Fed maintaining a hawkish stance and potential rate hikes ahead. He also discusses JSE performance, intraday volatility in emerging markets, and swings in gold and oil prices, expecting higher inflation and slower growth. SAfm Market Update - Podcasts and live stream
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