EPISODE · Apr 29, 2026 · 11 MIN
Market Watcher: Analysts must not get ahead of themselves
from SAfm Market Update with Moneyweb · host Jimmy Moyaha
David Shapiro of Otto1890 unpacks the nervousness in markets ahead of the upcoming US interest rate announcement and earnings from Meta and Microsoft, rising oil prices continue to pressure global markets, while locally the rand has weakened and equities slipped. He warns that prolonged conflict could sustain high inflation and interest rates, and also shares that UAE exit OPEC did not move the market but signals a shift towards greater economic independence. SAfm Market Update - Podcasts and live stream
What this episode covers
David Shapiro of Otto1890 unpacks the nervousness in markets ahead of the upcoming US interest rate announcement and earnings from Meta and Microsoft, rising oil prices continue to pressure global markets, while locally the rand has weakened and equities slipped. He warns that prolonged conflict could sustain high inflation and interest rates, and also shares that UAE exit OPEC did not move the market but signals a shift towards greater economic independence.
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Market Watcher: Analysts must not get ahead of themselves
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