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Macro Monday Ep113: Markets look through the energy shock episode artwork

EPISODE · May 4, 2026 · 8 MIN

Macro Monday Ep113: Markets look through the energy shock

from Investec Focus Radio SA · host Investec

Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates. Investec Focus Radio SA

What this episode covers

Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates.

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Macro Monday Ep113: Markets look through the energy shock

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Frequently Asked Questions

How long is this episode of Investec Focus Radio SA?

This episode is 8 minutes long.

When was this Investec Focus Radio SA episode published?

This episode was published on May 4, 2026.

What is this episode about?

Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up,...

Can I download this Investec Focus Radio SA episode?

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