Beyond Big Tech - why market confidence is growing
The Monday Call
Summary
After a volatile August, the US share market is reaching new highs, and it’s not just Big Tech driving the gains. Optimism is spreading, boosting sectors such as industrials, cyclicals and small-caps.
Meanwhile, closer to home, the NZX50 is still below its 2021 peak, but New Zealand shares have shown signs of recovery, rising 7% over the last three months.
Mark Brooks joins Stephan Clark to discuss the outlook for inflation and interest rates, why confidence in the New Zealand economy is expected to grow, and what triggered the sudden market drop and bounce back in August.
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