EPISODE · May 20, 2026 · 9 MIN
Market Watcher: Reconciling high interest rates and high equity market
from SAfm Market Update with Moneyweb · host Jimmy Moyaha
David Shapiro of Otto1890 unpacks US inflation rates and the potential consequences for business- and consumer spending. The JSE performed strongly, led by mining counters. He explains the resilience of the US economy and the positive results of US retailers like Target and CostCo. He also talks about the upcoming Nvidia results and what it may signal for an artificial intelligence stock bubble. SAfm Market Update - Podcasts and live stream
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Market Watcher: Reconciling high interest rates and high equity market
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