Market Watcher: All eyes on the US-China talks

David Shapiro of Otto1890 unpacks the US inflation which raises fears of interest rate hikes. However, equity markets are moving ahead strongly. Oil prices did end the day lower and US-Iran peace talks are not moving market sentiments. S&P and Nasdaq stocks are up particularly with the arrival of Trump in China. He explains the impact of seeing the NVIDIA CEO at the Trump arrival may indicate collaboration in technology. At home, he explains the recovery of property stocks on the JSE but cautions that interest rates may provide challenges ahead. He shares retail stock standouts: Boxer and TFG. Copper prices are at an all-time high. He explains the expansion of the AI sector through BHP opening data centres. David Shapiro – Chief global equity strategist, Otto1890 SAfm Market Update - Podcasts and live stream

You can listen to Market Watcher: All eyes on the US-China talks online on Radio and Podcast. Open the player on this page to stream the available audio.

Market Watcher: All eyes on the US-China talks is an episode from SAfm Market Update with Moneyweb by Moneyweb Radio.

This episode is 11:45 long.

This episode was published on May 13, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from SAfm Market Update with Moneyweb when more episodes are available from the podcast feed.