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!
We are thrilled to have Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under management...
The headlines will often focus on US jobs data, but what does it really even mean? Why should people outside of the US care?...
In Episode 105 of Magic Markets, Petri Redelinghuys of Herenya joins us to recap 2022. And what a year it was – with themes...