Magic Markets #265: Iran and JSE Earnings Season Themes

From a macro perspective, the ongoing conflict in Iran has dished up some important movies in currencies, bonds, commodities and inflation expectations. Mohammed Nalla takes us through what we've learnt in the past few weeks - and not just about oil.

In South Africa, earnings season on the JSE has put the spotlight on certain sectors and themes. With reference to retail, property, banks and even a couple of high-growth companies on the market, The Finance Ghost delivers a useful summary of what we've seen this month.

Today’s Topics:

• In the third week of conflict in Iran, what do the moves in gold vs. the US dollar tell us about safe-haven assets?
• How has oil behaved and what does this mean for inflation and bond markets?
• What can we learn from the behaviour in global equity markets in recent weeks?
• The performance of sectors on the JSE including retail, property and banking.
• CA&S and Weaver Fintech as examples of growth engines on the JSE.

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Disclaimer: This podcast is for informational purposes only and does not constitute financial or investment advice. Please speak to your personal financial advisor.