Moneyweb Radio MoneywebNOW

US 10-year yield highest since 2007

Loading player...
Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates.
Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks.
FNB's senior economist Siphamandla Mkhwanazi shares insights on slowing home sales and the impact of solar on sale prices.
26 Sep 2023 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Navigating the US-China AI technology split

'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.
5 Aug 2AM 6 min

Exclude Ecobank and Nedbank's underlying business looks strong

Zimele Mbanjwa from FNB Wealth & Investments unpacks Nedbank's seemingly flat results – and why removing the impact of the Ecobank stake disposal reveals a much stronger underlying performance. Dawie Scholtz from Boston Consulting Group discusses SA's critical AI crossroads as it weighs US versus Chinese technology. Duncan Armitage from…
5 Aug 1AM 20 min

US earnings are spectacular so far

Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news…
4 Aug 1AM 21 min
All episodes