Moneyweb Radio SAfm Market Update with Moneyweb

Market Watcher: Markets: The two-speed economy

Loading player...
David Shapiro of Otto1890 discusses the two-speed economy, with tech stocks
benefiting from infrastructure investment while rising inflation puts pressure on
households. He examines US markets and interest-rate expectations. He also looks at
commodity weakness amid market volatility and elevated Brent crude prices linked
to ongoing geopolitical tensions.
30 Sep 1PM English South Africa Business · News

Other recent episodes

[FULL SHOW] World Economic Outlook, African credit rating, and online gambling regulation

Tonight, we round up the day’s market movements with Absa CIB, discuss leadership appointments at the African Credit Rating Agency, explore investment opportunities in Africa’s carbon markets with the DBSA, examine the World Economic Outlook live from Bangkok with Moneyweb, unpack the legal limits of regulating online gambling with Lurie…
13 Oct 1PM 55 min

Markets: Local equities in the green, but rand faces pressure

Marco Efstathiou of Absa CIB unpacks gains in local equities amid a global tech sell-off, concerns over AI spending and a weaker rand. He discusses Asian market losses, led by technology stocks such as Samsung, and explains why investors are watching earnings from US banking giants. He rounds off with…
13 Oct 1PM 7 min
All episodes