In this episode, Tumisho Grater unpacks the key themes shaping global markets, from Jerome Powell’s Jackson Hole speech and its implications for US interest rates to the evolving balance between inflation and employment.
We explore how these developments are influencing the US dollar, the South African rand, and global equity markets, with insights into Asia’s rally, Europe’s cautious tone, and Wall Street’s tech-driven momentum. Plus, we look at the FTSE/JSE All Share Index’s historic run and what lies ahead as investors await critical US inflation and payroll data.
Whether you’re an investor or simply want to stay informed, this episode breaks down the trends and risks you need to watch to navigate today’s uncertain economic landscape. LinkedIn · YouTube