Cutting through the noise: real market trends

Talya Ginsberg of Umthombo Wealth unpacks recent bond market movements following the GDP announcement, noting six consecutive quarters of growth supported by stronger household spending. She highlights Brent crude rising above $90 per barrel, driven by geopolitical tensions, with potential short-term relief at the pumps but ongoing uncertainty without a peace agreement. Finally, she also points to continued volatility in gold, while the rand has shown recent resilience.