Macro Monday ep37: Market continues to price in a September cut by the Fed

--:--

Even with the positive surprise for both GDP and core PCE in the US, the market is pricing in a cut by the Federal Reserve in September, says Chris Holdsworth, Chief Investment Strategist for Investec Wealth & Investment. In this episode, he also looks at global currency moves and the latest South African inflation print.

29 Jul 2024 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep45: Fed and SARB decision review

What did the Fed see when it decided to cut rates by half a percentage point? Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at last week’s interest rate decisions by the Fed and by the SA Reserve Bank.

23 Sep 2024 10 min

NOW Ep82: The great interest rates pivot

As central bankers worldwide shift towards easing monetary policies, what kind of rate-cutting cycle are we entering? In the latest episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs shares her expert insights on the factors that will the trajectory of interest rates in the coming months. 00:00 –…

17 Sep 2024 17 min

Everything Counts | Episode 9: Buying a rental property or holiday home in South Africa

In this episode of Everything Counts, we explore the financial and practical considerations of buying property for resale or as a holiday home. Motheo Khoaripe is joined by experts Keshnie July (Lending Product Owner at Investec), Hayley Ivins-Downs (Managing Executive for Real Estate at Lightstone Property), and Tsholofelo Mokoma (Property…

17 Sep 2024 13 min

Macro Monday Ep44: GISG keeps risk score at -1

Investec’s Global Investment Strategy Group has kept its risk score at -1. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth looks at the reasoning, against a backdrop of a likely cut in interest rates by the Fed later this week.

16 Sep 2024 10 min

Macro Monday Ep43: No recession yet for the US

The US doesn’t appear to be in a recession yet. Nonetheless, markets are pricing in aggressive rate cuts in the year ahead in the US, as they are in Europe. Chief Investment Strategist at Investec Wealth & Investment Chris Holdsworth examines the implications.

9 Sep 2024 9 min

All episodes