PLAY PODCASTS
Macro Monday Ep 90: US shutdown clouds outlook

Macro Monday Ep 90: US shutdown clouds outlook

Investec Focus Radio SA

October 6, 20259m 39s

Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Global equities have had a good run since the Liberation Day jitters in April, with Japan and South Africa being standout markets. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says markets are awaiting the next moves, but clouding the outlook has been the US government shutdown, which meant that the September jobs numbers could not be released. September inflation data could also be delayed. Meanwhile South Africa’s PMI numbers are improving, which should have a positive Impact on GDP. Investec Focus Radio SA