Are huge US job gains a risk to its inflation?

Loading player...
Sanlam's Nick Kunze talks the US jobs data that saw commodities lower and a new/old CEO at Sygnia. David Fraser of Peregrine Capital on why they sold their Thungela shares. Christie Viljoen from PwC discusses the economic outlook for 2023.
6 Feb 2023 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] GDP limited as a measure of SA’s economic health

‘If we're underestimating our booms, it means people are going to put less money into the economy than they actually should. … [If] investment is down, GDP is down’ – Helenya Fourie, senior economist at the Bureau for Economic Research.
17 Mar 2AM 5 min

Market brushes off Optasia’s strong results

Independent analyst Jimmy Moyaha unpacks Optasia’s results as the stock trades below its 1900c IPO price. Helanya Fourie from Bureau Economic Research explains why GDP is no longer enough – and why we need a faster, more responsive alternative. Plus, Jono Bowling from Standard Bank Group breaks down the auto…
17 Mar 1AM 20 min

Markets hold their ground as oil risks rise

Oil remains elevated, but with global drawdowns still fairly modest, Nick Kunze of Sanlam Private Wealth asks whether Sasol’s latest move signals more upside or is simply an oil-leverage trade. Chanal Subramoney from Yellow Card makes the business case for a stable coin strategy. And with the new tax year…
16 Mar 1AM 20 min