Modest SA inflation should encourage confidence and investment

Loading player...
In this podcast, STANLIB’s Chief Economist, Kevin Lings, examines the factors that lifted SA’s headline inflation rate slightly to 3.6% y/y in December, though it remains subdued. The SARB is expected to stay cautious, but there is room for an interest rate cut. Low inflation encourages confidence and investment. At the same time, SA’s retail spending is growing faster than the overall economy, partly due to controlled inflation. You can listen to the podcast [here].
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
26 Jan English South Africa Investing · Business News

Other recent episodes

US labour market stays solid; SA businesses still reluctant to invest

What do stronger-than-expected US jobs numbers mean for interest rates, markets, and investors? And why are South African businesses still holding back on investment despite ongoing efforts to stimulate growth? In this episode, STANLIB Asset Management's Chief Economist, Kevin Lings unpacks the latest economic data, including robust US job creation…
7 Sep 8 min

Warsh expected to follow tough talk on inflation with interest rate hikes

In this podcast, STANLIB Chief Economist Kevin Lings unpacks US Federal Reserve Chair Kevin Warsh’s recent speech at the Jackson Hole conference, including his reaffirmation of the Fed’s 2% inflation target and his approach to monetary policy guidance. Kevin also considers the resilience of the US economy and why Warsh’s…
31 Aug 12 min

South Africa inflation outlook: Could rates rise again?

In this podcast, STANLIB Chief Economist Kevin Lings unpacks the key drivers and risks shaping South Africa’s inflation outlook, as well as the recent slowdown in retail sales. While inflation improved in July, short-term risks remain, including higher fuel prices and the potential impact of El Niño on summer crops…
24 Aug 14 min

Cash management strategies in an uncertain interest rate environment

Higher oil prices, ongoing geopolitical tensions, and uncertainty around interest rates are creating new challenges for corporate treasurers. In this episode, STANLIB Senior Economist Ndivhuho Netshitenzhe joins Charlene Klöhn, Head of Corporate Cash Solutions, to discuss the economic outlook, interest rate trends, inflation expectations, and practical cash management strategies for…
19 Aug 19 min

US inflation, interest rates and SA’s rising unemployment

What do the latest US inflation data and South Africa’s rising unemployment rate mean for the economic outlook? In this episode, STANLIB Chief Economist Kevin Lings examines the latest US inflation figures, which eased to 3.4%, but remain above the Federal Reserve’s target. He also explores what this means for…
17 Aug 11 min