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Macro Monday Ep 89: Data send mixed messages

Macro Monday Ep 89: Data send mixed messages

Investec Focus Radio SA

September 29, 202510m 34s

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Show Notes

There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been softer and consumer confidence has been weak. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says with a key inflation indicator remaining sticky, this presents challenges for the Fed and the trajectory of interest rates. Investec Focus Radio SA