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!
After covering the building of a bull case in the previous week's show, we moved on to the other side of the coin: the...
The s12J tax benefit is coming to an end in South Africa. Investors only have until the end of June 2021 to invest in...
This week, we invited Anbro Capital back to pick their brains on biotech stocks. It’s an exciting space and Justiné Brophy, co-founder of Anbro,...
