Market and economic wrap: Beneath the rally - Inflation, oil, and leverage
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Global markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality of persistent inflation, elevated market leverage and renewed geopolitical tensions.
In this week’s episode, Tumisho Grater, Multi-Management Investment Analyst at Nedgroup Investments, explores what investors should watch as the US earnings season gets underway, why inflation remains a key concern for policymakers, and how rising oil prices and tensions in the Strait of Hormuz could influence the outlook for interest rates and global markets. She also discusses South Africa’s inflation outlook, recent commentary from the SARB, and the factors shaping expectations for local interest rates.
In this week’s episode, Tumisho Grater, Multi-Management Investment Analyst at Nedgroup Investments, explores what investors should watch as the US earnings season gets underway, why inflation remains a key concern for policymakers, and how rising oil prices and tensions in the Strait of Hormuz could influence the outlook for interest rates and global markets. She also discusses South Africa’s inflation outlook, recent commentary from the SARB, and the factors shaping expectations for local interest rates.
