Donald Trump “wakes up in a peaceful mood”, and markets instantly change the channel. Gareth sets it up, Francis explains the flip: easing geopolitical tension strengthens the dollar, weakens the rand, and suddenly gold is “not in vogue”. The result is a rougher day for the JSE and a fast reversal of what had been working for local markets. #enca
Watch the full episode here: https://www.enca.com/making-sense-markets-flip-when-mood-changes
