Magic Markets
Today: #49 in Business, South Africa on our combined chart.
Chart positions today · United States
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
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Ranking history · United States
Latest episodes
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Magic Markets #297: Pepsico, Yum! Brands and the Cola Wars
October 28, 2026 · 17 minPepsiCo and Yum! Brands share a history stretching back decades, with Yum! having been spun out of PepsiCo in 1997. That's why the decision by KFC in the US to switch from Pepsi to Coca-Cola is generating far more attention than a simple…
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Magic Markets #296: US Banks: Wall Street vs. Main Street
October 21, 2026 · 19 minGet ready for an overview of the US banking earnings, with Mohammed Nalla identifying three key themes to watch. The battle between Wall Street and Main Street is fascinating. JPMorgan had a rare earnings miss this quarter, while Bank of…
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Magic Markets #295: Aylett & Co. on Bidcorp
October 14, 2026 · 20 minJustin Ritchie of Aylett & Co. believes that Bidcorp could be the best, most boring business they have in their portfolios. Joined by analyst Jan Nel, the duo bring the investment case for Bidcorp to this episode of Magic Markets. With a…
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Magic Markets #294: Q3 Market Scorecard – Cry, the Beloved Consumer
October 7, 2026 · 17 minAs the third quarter draws to a close, Mohammed Nalla looks beyond the headline market returns to unpack what was really driving performance across global markets. While major equity indices ended the quarter near record highs, the…
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Magic Markets #293: The Cost of Living - When Data Doesn't Match the Mood
September 30, 2026 · 16 minMoe explores the growing disconnect between economic data and consumer sentiment, focusing on the possibility of a US no-landing scenario. With business activity accelerating, employment remaining resilient and retail sales still growing…
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Magic Markets #292: Commodities are booming - is South Africa?
September 23, 2026 · 19 minThis week, Mohammed Nalla shares insights from a recent conference in Quebec on whether we're entering a commodities super-cycle and how Canada could benefit. With electrification, defence spending and years of underinvestment in mining…
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Magic Markets #291: Oil above $100 - and why Sasol isn't just a Brent Crude trade
September 15, 2026 · 16 minThis week, Moe takes us beyond the headlines of oil’s surge back above $100 a barrel, unpacking the structural issues that could keep energy markets volatile long after the immediate spike fades. From disrupted pipelines and refining…
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Magic Markets #290: Storm Front - Winners and Losers in an El Niño World
September 9, 2026 · 16 minThis week, Mohammed Nalla explores El Niño, the climate phenomenon that can have a surprisingly powerful effect on economies and markets. With forecasts pointing to a strengthening event, Moe unpacks the impact on inflation, growth and…
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Magic Markets #289: Jackson Hole and CrowdStrike's Explosive Growth
September 2, 2026 · 13 minThis week, Mohammed Nalla unpacks the key takeaways from Jackson Hole, where new Fed Chair Kevin Warsh reminded markets that “down is not the same as done” when it comes to inflation. With PCE inflation still running well above target and…
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Magic Markets #288: Treasury Troubles and Walmart Wobbles
August 26, 2026 · 14 minMohammed Nalla unpacks the US Treasury's decision to increase buybacks at the long end of the bond market, explaining why soaring long-term yields matter for everything from mortgages and property valuations to equity markets. He also…
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Magic Markets #287: From Warsh to Woolies - the inflation stories worth watching
August 19, 2026 · 16 minFederal Reserve Chair Kevin Warsh faces a tricky backdrop of cooling inflation, a softer labour market and growing speculation around the Fed's next move. Mohammed Nalla breaks down the latest US inflation data and what it could mean for…
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Magic Markets #286: Banks, Bancassurance and Balancing Exposure
August 11, 2026 · 15 minThis week, we're diving into the banking sector, from the investment banking giants of Wall Street to the retail and commercial banking powerhouses of South Africa. Mohammed Nalla takes us on a global tour of the sector, unpacking strong…

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