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!
The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off 2021 with a recap of what worked and didn't work in their investment portfolios in...
If you’ve looked at your portfolio even once this year, you’ll know that 2022 has proven how vital a solid geopolitical analytical framework can...
Welcome to episode 149 of Magic Markets. It’s the middle of US earnings season, and two international tech giants have released results last week....
