Republicans sweep US election and US Federal Reserve cuts interest rates

--:--

The Republican Party is on the verge of securing a sweeping election result, which puts President-Elect Donald Trump in a powerful position to effect policy changes. These policies could stimulate growth, but also have negative consequences. They include extending tax cuts, imposing a wide range of import duties (which could trigger an international trade war and add inflationary pressure) tightening controls on illegal immigration and deregulating key sectors such as energy.
The US Federal Reserve unsurprisingly cut the key interest rate by 25 bps last week and is expected to cut again by 25 bps in December. It acknowledged the strength of the US economy and expressed disappointment about slow progress in taming inflation to target levels, which may affect future interest rate cuts.
Click here to listen to the podcast.

11 Nov 2024 English South Africa Investing · Business News

Other recent episodes

STANLIB Enhanced Multi-Style Equity Fund sticks to fundamentals amid SA equity turbulence in Q2

In Q2 2025, the SA equity market was largely driven by an irrational surge in positive sentiment towards gold and platinum group metals stocks, which was not justified by company fundamentals. In this podcast, Rademeyer Vermaak, Head of STANLIB Systematic Solutions, analyses the impact on the short-term performance of the…

6 Aug 17 min

Can SA achieve 3% inflation; and tariffs start to hit US labour market

The SA Reserve Bank has cut the repo rate by 25 bps to 7% and said it would focus on achieving 3% inflation. In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the benefits and timing of the new goal. He also unravels the emerging slowdown in US job creation,…

4 Aug 13 min

Global stock picking opportunities have broadened in a new tariff world: Amit Parmer

In Q2, there was a wider dispersion between the winners and the losers, says Amit Parmar investment specialist in J.P. Morgan Asset Management’s International Equity Group, which co-manages the STANLIB Global Select Fund’s strategy. In this podcast, he discusses the performance and adjustments made to the stocks within the global…

6 Aug 20 min

Why is corporate South Africa sitting on R1.5 trillion in cash?

Corporate SA’s debt levels have plunged to a 19-year low, leaving balance sheets flush with nearly R1.5 trillion in largely undeployed cash reserves. What’s driving this cautious capital positioning, and where is all that money going? In this episode, Charlene Klöhn, Head of Corporate Cash Solutions at STANLIB is joined…

5 Aug 16 min

US equities continue to be attractive, says STANLIB Multi-Asset

Marius Oberholzer, Head of STANLIB Multi-Asset, says chaotic announcements on US tariffs caused wild swings in markets at the start of Q2, but by July asset prices were heading for new highs. The Multi-Asset team has become more cautious in its equity exposure since December, given policy uncertainty, and its…

6 Aug 31 min

All episodes