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Macro Monday Ep 83: Mixed signals in the US

Macro Monday Ep 83: Mixed signals in the US

Investec Focus Radio SA

August 11, 20256m 24s

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Show Notes

Mixed signals persist for the US economy and its corporates. While there was a notable rebound in the composite PMI in July, there were contrasting outcomes across the different series, and bankruptcies are at five-year highs. Wall Street earnings have been strong, but share buybacks and insider buying also give a mixed message says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Investec Focus Radio SA