Magic Markets #93: Macro Markets Mayhem

Episode 93 September 14, 2022 00:25:14
Magic Markets #93: Macro Markets Mayhem
Magic Markets
Magic Markets #93: Macro Markets Mayhem

Sep 14 2022 | 00:25:14

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Show Notes

The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off was brutal, hitting tech stocks the hardest. Risky assets (like the rand) also took a knock.

In this episode, we discuss macroeconomic concepts not just around inflation in the US, but also around China and Europe. For bonus points, we also touch on South African companies that have exposure to Europe.

Magic Markets is your invitation to be part of the dealing room conversations that are usually closed off from public ears. Join us and learn!

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