Market Watcher: Rebalancing supply chains
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David Shapiro of Otto1890 shares that it will be a while before supply chains rebalance. US
companies in AI are delivering big earnings. SA markets show platinum and gold are the
biggest winners while Sasol has lost ground. EU markets are recovering with luxury brands
such as Hermes and Louis Vuitton despite constrained spending. Inflation will persist and
hoping central banks resist the urge to hike interest rates. Banks should show restraint
before setting their economies back.
companies in AI are delivering big earnings. SA markets show platinum and gold are the
biggest winners while Sasol has lost ground. EU markets are recovering with luxury brands
such as Hermes and Louis Vuitton despite constrained spending. Inflation will persist and
hoping central banks resist the urge to hike interest rates. Banks should show restraint
before setting their economies back.
