Is AI’s funding under pressure? Rory Dowie and Andrew Shaw discuss CoreWeave’s credit warning signals, US inflation and upcoming earnings in the Monday Espresso Podcast. 🎧 Listen: bit.ly/EspressoPodcast_19-10… #GlobalMarkets #InvestmentInsights

The JSE fell 6.67%, the SARB raised rates and the rand moved differently against the dollar, pound and euro. September’s commentary explores the implications for local and offshore holdings. bit.ly/MIR-SA-12-10-26 #SouthAfrica #GlobalMarketInsights #Carrick

Today, we celebrate more than a birthday. We celebrate the partnerships behind the journey. To our clients, colleagues and business partners: thank you for being part of the Carrick story. Built through partnership. Since 2014. #Carrick #Partnership #WeDoBetterTogether

Could weaker US hiring ease pressure on interest rates while oil keeps inflation concerns alive? 🎧 Listen to the full episode – bit.ly/Espresso_Podcast_05-1… #MarketUpdate #InvestmentInsights #GlobalMarkets #InterestRates #WealthManagement

SA consumers showed resilience, but the JSE and rand weakened as the Fed and Bank of Japan raised rates. Read the latest Week in Review. bit.ly/4iYidxh #SouthAfricanMarkets

AI makes a mathematical breakthrough. US inflation stays elevated. Could rates rise? The latest #MondayEspresso explores AI, US inflation and a pivotal week for central banks. 🎧 thecarrickgroup.com/Espresso… #GlobalMarkets

August markets delivered strong gains, led by technology shares, while rising bond yields and persistent inflation kept investors cautious. Our latest Month in Review explores the key market movements. Read more: thecarrickgroup.com/MIR_SA_A… #MonthInReview #MarketUpdate #Investing

In the latest episode, Andrew Shaw and James Athey unpack the steepening yield curve, what’s driving it, and what it could mean for investors, mortgages and pensions. 🎧 Listen to the latest episode: thecarrickgroup.com/Espresso… #Investing #Markets #Bonds

SA equities and bonds gained as lower oil offered some inflation relief, but the Federal Reserve kept further tightening on the table. For offshore investors, global rates remain as important as AI-led equity strength. thecarrickgroup.com/WIR_SA_2… #SouthAfrica #GlobalMarkets

Softer inflation supported sentiment, but higher oil prices and mixed growth data kept the outlook balanced. Japan outperformed, while South Africa faced renewed labour market pressures. Read this week’s Market Insights: bit.ly/4wAIpkz #Markets #Investing

US inflation, UK growth & extreme weather 🌍 This week’s market update explores softer US inflation, 0.4% UK Q2 growth and why record heat and wildfires are becoming an economic consideration. 🎧 thecarrickgroup.com/Espresso… #Markets #Inflation #Economy

US inflation, UK growth & extreme weather 🌍 This week’s market update explores softer US inflation, 0.4% UK Q2 growth and why record heat and wildfires are becoming an economic consideration. 🎧 thecarrickgroup.com/Espresso… #Markets #Inflation #Economy

Softer US labour data prompted a significant reassessment of interest rate expectations this week, supporting global equities and bonds while gold benefited from a changing rate and energy backdrop. Read more at carrick-wealth.com/en/2026/0…

Soft US jobs data reshaped rate expectations, supporting equities and gold. China strengthened policy support, while improving fiscal signals benefited South African assets. What should investors watch next? bit.ly/4bKpNag #MarketInsights #Investing

Why did AI stocks swing so sharply last week? This week's #MondayEspresso covers central bank decisions, big tech earnings, AI spending, market volatility and the collapse of an AI-focused hedge fund. 🎧 thecarrickgroup.com/Espresso… #MarketUpdate #GlobalMarkets #AI

Central banks held rates as inflation and geopolitical risks constrained policy flexibility. US growth slowed, eurozone activity held firm, China’s PMI contracted and SA markets strengthened. Read the update: thecarrickgroup.com/wir-03-0… #GlobalMarkets #CentralBanks

What happens when strong earnings aren't enough to lift markets? This week's MondayEspresso covers Alphabet's AI spending, rising oil prices, UK political developments and the major earnings reports still to come. 🎧 thecarrickgroup.com/Espresso… #MarketUpdate #AI #Investing

Oil’s move towards $100 has revived inflation and interest-rate risks just as investors reassess the returns on AI investment. This week’s review considers the implications across the U.S., Europe, Asia and South Africa. bit.ly/4wW7nv6 #Markets #Investing

US inflation cooled, but higher oil prices, geopolitical tension and technology-sector weakness kept markets unsettled. We assess the implications for global rates, AI valuations and the SARB's next decision. bit.ly/3TaXwDg #MarketInsights #Inflation

Markets moved in different directions this June. - Japan and Europe gained. - AI stocks lost momentum. South Africa's credit outlook improved despite weaker equities. Read the full article here: thecarrickgroup.com/June2026… #MarketSnapshot #GlobalMarkets #Investing #MarketCommentary