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Macro Monday Ep 90: US shutdown clouds outlook

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Manage episode 511363917 series 3342927
Content provided by Investec. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investec or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
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294 episodes

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Manage episode 511363917 series 3342927
Content provided by Investec. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investec or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
  continue reading

294 episodes

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