Pooja Tanna from Perpetua Investment Managers unpacks the FOMC – who sits around the table, how they’re selected, and why the process matters for markets. Sappi CEO Steve Binnie on the full-year numbers: profit softer and debt higher, but a clearer line of sight to better trading conditions ahead. And Simon’s take on the two Michael Burry shorts rattling sentiment.

‘We haven't had any kind of significant scientific advantage from AI at the moment,’ comments Vic Govender from Rand Swiss.

Kea Nonyana from PrimeXBT on Blu Label’s plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and their continued data centre buildout to power AI growth. Trinisha Chanka from Ninety One as they ready two new actively managed income ETFs for listing.

Citadel’s Maarten Ackerman asserts, ‘We will really solve the budget issues if we can get growth closer to 2.5%’.

Sithembile Bopela from FNB Wealth and Investments on Optasia’s muted debut – is there real value emerging? Citadel’s Maarten Ackerman on what to expect from the MTBPS: inflation targeting, revenue trends, and GNU alignment. Future Forex CEO Harry Scherzer warns that post-grey-list, FX transactions face tighter scrutiny.

Absa CIB’s Sello Sekele reflects on SA’s manufacturing sector slipping back into contraction after briefly climbing above 50 in September.

Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB’s Sello Sekele on the October PMI, which slipped back into contraction after briefly climbing above 50 in September.

Coface economist Aroni Chaudhuri points to the stark realities of why South Africa has ‘basically underperformed every other emerging economy’ since 2010.

Sanlam Private Wealth’s Nick Kunze unpacks Aspen’s €25 million boost, Vodacom’s latest trading update, and the standout themes from the Mag 7 results. Coface Group Africa’s Aroni Chaudhuri weighs in on the power challenges still facing SA. Eighty20’s Andrew Fulton delves into South Africans’ gambling habits – and which parts of their budgets are taking the hit.

World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.