Market Watcher: Markets are anticipating the next best thing

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David Shapiro of Otto1890 unpacks the importance of the Brent crude oil sitting
below $100. He explores US stocks and the AI boom being led by Nvidia, which
investors are weighing up selling off for SpaceX and Anthropic. He discusses clothing
retailers being under pressure and his concerns around gold prices amid the falling oil
price. He also unpacks the impact of inflation on interest and his expectation that
interest rates will hold steady.
27 May 10AM English South Africa Business · News

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