Markets: All windows are sea-facing for local markets.
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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.
