Kea Nonyana of PrimeXBT examines geopolitical risks and the emerging disinflationary backdrop in global markets. He also discusses US Fed expectations, key jobs data due Thursday, potential rate moves later this year, the rand’s six-month performance, and gold as the standout asset at the halfway point of the year.
This evening, we unpack the day’s market movements with Sanlam Private Wealth, examine the role of leadership and turnaround strategy at African Bank, discuss the indicators used to determine a living wage with the Living Wage South African Network, explore why the wheat reference price has remained unchanged with Itac,…
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,…
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