In this podcast, STANLIB’s Chief Economist, Kevin Lings, focuses on recent US labour market data, which is key to the performance of the economy. Labour market conditions appear to have improved in the last two months, with the economy adding an impressive number of jobs, despite the Middle East conflict…
In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the below-forecast 2% q/q growth in US GDP in the first quarter, which indicates the economy is being largely sustained by AI investment. He also discusses recent global central banks’ decisions to hold interest rates, and how this is likely to…
In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the factors that influenced the surprisingly low increase in US PPI data for March, which is showing no second-round effects from tariffs and the higher oil price. However, he cautions it is still early to predict the direction of US interest…
In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the increase in US inflation in March to 3.3% from 2.4%, largely due to oil price pressure – gasoline prices rose 21% in the month. Inflation is likely to stay above 3% for some time, above the US Federal Reserve 2%…
In this podcast, STANLIB’s Chief Economist, Kevin Lings, unpacks the SA Reserve Bank’s three scenarios for inflation and interest rates, depending on the duration of the Middle East war. He also discusses SA’s April hikes in petrol and diesel prices – the biggest increases that SA has ever seen in…
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