Market Watcher: Rebalancing supply chains
From SAfm Market Update with Moneyweb by Moneyweb Radio
May 6, 2026 · 8 min
About this episode
David Shapiro discusses the ongoing challenges in supply chain rebalancing and the performance of various markets.
David Shapiro of Otto1890 shares that it will be a while before supply chains rebalance. US companies in AI are delivering big earnings. SA markets show platinum and gold are the biggest winners while Sasol has lost ground. EU markets are recovering with luxury brands such as Hermes and Louis Vuitton despite constrained spending. Inflation will persist and hoping central banks resist the urge to hike interest rates. Banks should show restraint before setting their economies back. SAfm Market Update - Podcasts and live stream
People in this episode
Guest: David Shapiro
Topics covered
- supply chains
- AI earnings
- SA markets
- EU markets
- inflation
- interest rates
Keywords
- supply chains
- AI earnings
- platinum
- gold
- Sasol
- luxury brands
- inflation
- interest rates
Mentioned in this episode
Organizations: Otto1890, US, SA, EU, Sasol, Hermes, Louis Vuitton
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