Major themes for the week are GNU upheavals and impact of Trump tariffs

--:--

In this week’s podcast, STANLIB’s Chief Economist Kevin Lings touches on the disagreement within the Government of National Unity (GNU) on the Fiscal Framework, where the ANC seems to have won power and the DA lost power. However, discussions are still under way.

In more depth, Kevin discusses the reciprocal tariffs announced by US President Donald Trump and the significant amount of economic pain it will inflict on US growth, inflation and employment. It is also likely to cause a realignment of global trading relationships, excluding the US.

7 Apr English South Africa Investing · Business News

Other recent episodes

SA’s Budget vote means more than a VAT hike

In this short podcast, STANLIB’s Chief Economist, Kevin Lings, explores the implications of the passing of the controversial 2025 Budget in the National Assembly by the ANC in alliance with smaller parties, excluding the DA. This is very likely to lead to a 0.5% increase in VAT in 2025 and…

3 Apr 8 min

Nobody wins from higher US tariffs

In this podcast, STANLIB Chief Economist Kevin Lings unpacks the reasons for the higher tariffs announced by US President Donald Trump, and their possible impacts. Those impacts are likely to include higher inflationary pressure, especially in the US, and a widespread slowdown in economic activity, though it is too soon…

3 Apr 14 min

Fears of stagflation in the US are rising

In this week’s podcast, STANLIB’s Chief Economist Kevin Lings discusses increasing nervousness in US financial markets about stagflation as a result of President Trump’s tariff moves. Inflation looks likely to remain above the US Federal Reserve’s target for some time, while forward-looking indicators on manufacturing and tourism suggest a slowing…

31 Mar 10 min

Building an outperforming equity portfolio for all environments

Listen to Wehmeyer Ferreira (COO, Systematic Solutions) and Rademeyer Vermaak (Head of Systematic Solutions) as they discuss how the top-performing STANLIB Enhanced Multi Style Equity Fund and the STANLIB Equity Fund are positioned for success in the coming months. Any commentary or forecasts indicated in this document are for information…

27 Mar 20 min

SA and US hold interest rates in uncertain environment

Despite a subdued domestic inflation rate of 3.2% y/y in February, well below market expectations, the South African Reserve Bank (SARB) did not cut the policy interest rate, STANLIB Chief Economist Kevin Lings says. This decision probably reflected the SARB’s desire to bring inflation down sustainably to 3% and nervousness…

24 Mar 12 min

All episodes