Market Watcher: Riding the tailwinds of a steady rand

Victoria Reuvers of WealthStrat unpacks US markets, AI governance and Nvidia, as well as the JSE’s 2% gain, led by resource counters. She discusses the factors supporting the rand, elevated oil prices, easing inflation expectations and interest rates remaining on hold despite stronger US jobs data. She also considers the prospects for a Santa rally and what markets need to sustain momentum.