Investec Investec Focus Radio SA

NOW Ep86: MAGAnomics | Trump and the global economy

--:--
What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here

Podcast key moments:

00:00 – Introduction
01:00 - A few days since the Trump win have global markets settled?
02:56 – How will a Trump presidency impact inflation in the US?
04:15 – How will the Trump presidency affect global inflation and growth?
05:34 - How worried should emerging markets be about inflation?
08:19 – How will Trump’s proposed tariffs affect global growth?
10:57 – How will the Trump presidency impact other key markets?
12:21 – Will a surge in US bond yields continue?
13:25 – SA bond market outlook
15:00 – Concerns about the oil market?
16:55 – Upsides to the Trump win?

Read more on www.investec.com/now

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
12 Nov 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep64: Stimulus on the cards for Europe and China

While tariff uncertainty continues to weigh on the US, fiscal stimulus is on the agenda in Europe, with plans to boost spending on infrastructure and defence, and in China, which is targeting growth of 5% and a budget deficit of 4% this year. Chris Holdsworth, Chief Investment Strategist, Investec Wealth…
10 Mar 7 min

Art in Focus Ep 5 | African art's international impact

In this fifth and final episode of Art in Focus, we hear from two locally based artists, Brett Seiler and Sanell Aggenbach, about how their careers started, how they broke into the international art market, and the influence African art is having on the global art scene. 00:00: Intro 01:25:…
6 Mar 25 min

NOW ep94: Is China Trump-proof?

Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the…
4 Mar 18 min

Macro Monday Ep63: US equities lag as worries grow about economic growth

There are rising concerns about the US economy, from weakening consumer numbers to worries about employment. This may explain why US markets have lagged global markets this year, as expected weaker economic growth translates into softer earnings. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, shares his views.
3 Mar 9 min

Everything Counts | Episode 17: Tips to finding the right car in South Africa

Thinking of buying a new car in 2025? Before you make your next big purchase, get expert insights into the latest car trends, best models, and smart financing strategies. In this episode of Everything Counts, host Marius Roberts is joined by automotive insiders, Sean Nurse, Motoring Editor at AutoTrader and…
24 Feb 34 min
All episodes