Gary Booysen of Rand Swiss reviews today’s JSE performance, noting gains in Vodacom
(4.5%) and Anglo American (1.8%). The rand closed at R16.40 against the dollar, reflecting
shifting risk sentiment. He discusses oil price volatility, strong US earnings driven by AI
infrastructure, and says a resolution to tensions around the Strait of Hormuz is key for the
inflation outlook. SAfm Market Update - Podcasts and live stream