Macro Monday Ep49: Trump vs Harris: who will drive growth?

Loading player...

While betting markets currently show Trump in the lead, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, believes the US election remains too close to call. In this edition of Macro Monday, he explores research on the implications of a win for either candidate on US growth and inflation. Other topics include insights on the latest US economic indicators, interest rate cuts by the European Central Bank, unexpectedly strong Chinese growth, and an anticipated decline in oil prices.

21 Oct English South Africa Business · Investing

Other recent episodes

NOW Ep88: G20 South Africa | Global goals, local priorities

In our latest episode of the No Ordinary Wednesday podcast, CEO of Investec SA Cumesh Moodliar and Business Unity South Africa CEO Cas Coovadia explore how South Africa’s G20 presidency can boost investor confidence and unlock opportunities for Africa. Discover how SA is positioning itself as a gateway to growth…

10 Dec 20 min

Everything Counts | Episode 15: The Great South African Road Trip

Embark on the ultimate road trip adventure with Everything Counts! In this episode, motoring expert, Marius Roberts shares essential tips for planning your next South African road trip, featuring insights from Layton Beard, head of Public Affairs at the Automobile Association of South Africa (AA), Johan Kriek, the founder of…

9 Dec 41 min

Macro Monday ep55: GDP numbers provide ample scope for rate cuts

Investec Wealth & Investment International's Chief Investment Strategist, Chris Holdsworth, dissects the decline in SA GDP in the third quarter, mainly because of weakness in agriculture and construction, and argues that there is ample scope for monetary easing.

9 Dec 7 min

Macro Monday Ep54: US labour market and tariffs a concern

Chris Holdsworth provides a summary of the output of Investec’s recent Global Investment Strategy Group meeting, in which the risk score was left unchanged ay -1. He discusses the latest US growth and inflation numbers, as well as South African trade and income indicators.

2 Dec 8 min

NOW Ep87: Confidence - The catalyst for SA's economic revival

In the latest episode of Investec's No Ordinary Wednesday podcast, economist Lara Hodes discusses rising business confidence in South Africa, the effects of an easing monetary cycle, and an increase in mining production. But as we celebrate these wins, could global tensions stand in the way of further progress? Listen…

26 Nov 12 min

All episodes