Market and economic wrap: Market momentum meets monetary policy caution

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In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst, unpacks a wave of central bank decisions that shaped global market sentiment. From the U.S. Fed’s rate cut and its implications for inflation and dollar stability, to the SARB’s steady stance and the rand’s resilience, the episode explores how monetary policy is influencing investor behaviour. Tumisho also covers equity market movements, including Nvidia’s AI-driven rally and the impact of Trump’s visa policy on Indian tech stocks. With key U.S. inflation and GDP data on the horizon, this episode offers timely insights into what’s driving markets now—and what could come next.
23 Sep English South Africa Investing · Business News

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Market and economic wrap: SARB call hangs between hold and cut

In this week's market and economic wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments explores the South African Reserve Bank’s upcoming interest rate decision, which is delicately balanced between holding and cutting rates. With inflation forecasts edging higher, a new fixed 3% target, and global disinflationary trends shaping the…
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