How will markets respond to rate cuts?

Loading player...
Nick Kunze from Sanlam Private Wealth discusses a critical week ahead with the FOMC, MPC, and BoJ meetings, Barloworld's challenges, and excitement in the PGM sector.
Rivaan Roopnarain of PwC South Africa highlights key insights from the H1 2024 banking report.
Tim Atkin, co-chair of the International Wine Challenge, weighs in on the global standing and value of South African wines.
15 Sep 2024 10PM English South Africa Business News · Business

Other recent episodes

SpaceX enters Nasdaq 100 today

Nick Kunze from Sanlam Private Wealth unpacks this week’s fuel price cuts and why South African consumers still have little reason to celebrate. We also discuss South Korea’s market volatility despite surging global chip demand. Horacia Naidoo-McCarthy from Allan Gray explains how uncertainty often drives poor investor behaviour – and…
28 Jun 10PM 20 min

Bye bye Mag 7 ... Mangos are driving markets now

Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are…
25 Jun 10PM 19 min

[TOP STORY] Real take-home pay at a two-year low

‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending’ – Independent economist Elize Kruger.
24 Jun 11PM 4 min