Macro Monday Ep35: Rate cut on the cards for SA this week?

US growth has been strong, in contrast with the rest of the world. Chief Investment Strategist at Investec Wealth & Investment looks at reasons to expect a sizeable downward revision to US GDP at some point.

The Fed has sent a clear message that interest rates are on their way down. Chief Investment Strategist at Investec Wealth & Investment discusses expectations.

The race for the White House is heating up with US political uncertainty sending ripples around the world. What does this mean for the bond market? Get the expert view in the latest episode of the No Ordinary Wednesday podcast with Annelise Peers, Chief Investment Officer at Investec Bank Switzerland,…

The rise in inflation globally has forced many central banks in leading economies to increase interest rates. Locally, the South African Reserve Bank has raised rates to 15-year highs since it began tightening policy in November 2021. As market dynamics shift and economic uncertainties loom, this week’s insightful episode explores…

This week Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment, looks at data from across the world, interest rates expectations in the US, and the latest China economic data.