Markets: All windows are sea-facing for local markets.

Nick Kunze of Sanlam Private Wealth highlights concerns over AI valuations and a stronger US dollar weighing on emerging market currencies. He notes strong returns in microprocessor stocks and US inflation at 4.1%, with the Fed maintaining a hawkish stance and potential rate hikes ahead. He also discusses JSE performance, intraday volatility in emerging markets, and swings in gold and oil prices, expecting higher inflation and slower growth. SAfm Market Update - Podcasts and live stream (https://www.moneyweb.co.za/category/m...)

Bye bye Mag 7 ... Mangos are driving markets now
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Bye bye Mag 7 ... Mangos are driving markets now

Africa Bank’s transformation comes at a cost
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Africa Bank’s transformation comes at a cost

Billionaire WARNS: "A 70% Crash Has Already Started''
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Billionaire WARNS: "A 70% Crash Has Already Started''

How US Air Force B 52 Pilot Performed an Emergency Takeoff at Full Speed
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How US Air Force B 52 Pilot Performed an Emergency Takeoff at Full Speed

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
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Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!

Global Crisis Looms: Will Oil Run Out By July? | Doomberg
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Global Crisis Looms: Will Oil Run Out By July? | Doomberg

The Basque People Were Never Who We Thought — DNA Changed the Story
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The Basque People Were Never Who We Thought — DNA Changed the Story

Golden Retriever Meets Completely Broken Rescue for the First Time
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Golden Retriever Meets Completely Broken Rescue for the First Time

Itac defends decision to maintain wheat reference price
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Itac defends decision to maintain wheat reference price

Tom Hanks' HILARIOUS Harvard Speech Leaves Audience in Splits: “I Make a Good Living...” | REPLUG
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Tom Hanks' HILARIOUS Harvard Speech Leaves Audience in Splits: “I Make a Good Living...” | REPLUG

AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio
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AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio

Adam Tooze Live from the World Economic Forum in Dalian: China Shock 2.0? | Ones and Tooze Ep. 248
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Adam Tooze Live from the World Economic Forum in Dalian: China Shock 2.0? | Ones and Tooze Ep. 248

The Reality of Retiring in South Africa: Myths vs. Facts
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The Reality of Retiring in South Africa: Myths vs. Facts

[FULL SHOW] African Bank stumbles, wheat reference price, and decent living wage
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[FULL SHOW] African Bank stumbles, wheat reference price, and decent living wage

The FULL VIDEO of Trump they didn’t want released
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The FULL VIDEO of Trump they didn’t want released

Why South Korea’s AI Stock Mania Is a Warning to the World
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Why South Korea’s AI Stock Mania Is a Warning to the World

Trump: 'This Is The Greatest Threat To Our Country Since Its Founding...'
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Trump: 'This Is The Greatest Threat To Our Country Since Its Founding...'

Mix the chickpeas and eggs! I learned this trick in a fancy restaurant!
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Mix the chickpeas and eggs! I learned this trick in a fancy restaurant!

The Biggest Lie About Capitalism | Mariana Mazzucato interview
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The Biggest Lie About Capitalism | Mariana Mazzucato interview

BHP CEO Mike Henry: Why the AI Boom Could Drive a Copper Shortage | Leaders With Francine Lacqua
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BHP CEO Mike Henry: Why the AI Boom Could Drive a Copper Shortage | Leaders With Francine Lacqua