David Shapiro of Otto1890 unpacks the US inflation which raises fears of interest rate

hikes. However, equity markets are moving ahead strongly. Oil prices did end the day

lower and US-Iran peace talks are not moving market sentiments. S&P and Nasdaq

stocks are up particularly with the arrival of Trump in China. He explains the impact

of seeing the NVIDIA CEO at the Trump arrival may indicate collaboration in

technology. At home, he explains the recovery of property stocks on the JSE but

cautions that interest rates may provide challenges ahead. He shares retail stock

standouts: Boxer and TFG. Copper prices are at an all-time high. He explains the

expansion of the AI sector through BHP opening data centres.

David Shapiro – Chief global equity strategist, Otto1890 SAfm Market Update - Podcasts and live stream