Market Watcher: Reconciling high interest rates and high equity market episode artwork

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

Episode metadata supplied by the publisher feed · Published May 20, 2026

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