Trading update : 22 November 2024
The Trump Trade remains omnipotent, buoying sectors like tech while sowing uncertainty in sectors like big pharma. Outflows from the world’s biggest emerging market continued unabated, but good news for SA Inc. helped boost the rand before geopolitics took some of the wind out of our sails.
Trading Update : 11 November 2024
The world’s best-known investor has a contrarian view on U.S. stocks. What does Buffett’s pivot to cash say about stocks, especially will dollar bulls charging among buy-and-hold investors following the election outcome?
Trading Update : 6 November 2024
M&A activity is alive and kicking in global and local markets, but not all outcomes are positive. Regulators are also coming down hard on companies. Outside the bureaucracy, tech is still a major growth driver with noise from geopolitics becoming increasingly louder as the U.S. election looms.
Trading update : 31 October 2024
US Updates Hurricanes impact U.S economic outlook Driven by the temporary effects of the recent hurricanes, Investec expects that October’s US payrolls report (out Nov. 1) will show a negative -10,000 jobs change, which would be the first negative print since December 2020, and well below the consensus forecast of 125,000. Investec estimates about 175,000 […]
Market earnings updates this week!
Various companies are due to report this week. Here are some of the large caps listed, including five of the Magnificent Seven. Trade now!
