Market Watcher: Markets are anticipating the next best thing

from SAfm Market Update with Moneyweb · host Jimmy Moyaha

David Shapiro of Otto1890 unpacks the importance of the Brent crude oil sitting below $100. He explores US stocks and the AI boom being led by Nvidia, which investors are weighing up selling off for SpaceX and Anthropic. He discusses clothing retailers being under pressure and his concerns around gold prices amid the falling oil price. He also unpacks the impact of inflation on interest and his expectation that interest rates will hold steady. SAfm Market Update - Podcasts and live stream

Episode metadata supplied by the publisher feed · Published May 27, 2026

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Market Watcher: Markets are anticipating the next best thing

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