EPISODE · Apr 16, 2026 · 20 MIN
Consumer struggles will send local GDP back to the doldrums
from MoneywebNOW · host Simon Brown
US markets are back above pre-war levels – Kea Nonyana unpacks what’s driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7’s solid run still has legs. Plus, John Loos looks ahead to 2026 GDP – with the consumer under pressure, what does that mean for growth?
What this episode covers
US markets are back above pre-war levels – Kea Nonyana unpacks what’s driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7’s solid run still has legs. Plus, John Loos looks ahead to 2026 GDP – with the consumer under pressure, what does that mean for growth?
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Consumer struggles will send local GDP back to the doldrums
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