Investec Investec Focus Radio SA

NOW Ep86: MAGAnomics | Trump and the global economy

Loading player...
What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here

Podcast key moments:

00:00 – Introduction
01:00 - A few days since the Trump win have global markets settled?
02:56 – How will a Trump presidency impact inflation in the US?
04:15 – How will the Trump presidency affect global inflation and growth?
05:34 - How worried should emerging markets be about inflation?
08:19 – How will Trump’s proposed tariffs affect global growth?
10:57 – How will the Trump presidency impact other key markets?
12:21 – Will a surge in US bond yields continue?
13:25 – SA bond market outlook
15:00 – Concerns about the oil market?
16:55 – Upsides to the Trump win?

Read more on www.investec.com/now

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Chapters
  • 00:00 Introduction
  • 01:00 A few days since the Trump win have global markets settled?
  • 02:56 How will a Trump presidency impact inflation in the US?
  • 04:15 How will the Trump presidency affect global inflation and growth?
  • 05:34 How worried should emerging markets be about inflation?
  • 08:19 How will Trump’s proposed tariffs affect global growth?
  • 10:57 How will the Trump presidency impact other key markets?
  • 12:21 Will a surge in US bond yields continue?
  • 13:25 SA bond market outlook
  • 15:00 Concerns about the oil market?
  • 16:55 Upsides to the Trump win?
12 Nov 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep117: Tech sector lifts emerging markets

While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung…
1 Jun 11 min

Macro Monday Ep116: Don’t expect much lower energy prices soon

US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to…
25 May 11 min

Wine in Focus | Inside the judging room: How wines win

Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest? In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master…
20 May 27 min

NOW Ep 127: The Everything Shock

What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of…
20 May 27 min
All episodes