Kevin Lings on markets, monetary policy, and geopolitical risks

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Economist Kevin Lings discusses the market impact of Trump’s policies, South Africa's conservative monetary approach despite low inflation, and the resilience of global markets amid geopolitical tensions. He advocates for bolder interest rate cuts in South Africa to foster growth and capitalize on rare moments of positive economic sentiment.

25 Nov 2024 8AM English South Africa Investing · Business News

BN Briefing: US Ambassador Bozell's BNC#8 warning; Yardeni's $6,000 Gold call; Sean Peche's wealth-building wisdom

Tonight’s BizNews Briefing opens with new US Ambassador Brent Bozell’s candid message from BNC#8, urging reciprocity and warning that policy uncertainty and geopolitical alignment choices shape investor confidence. We then run through a results-heavy market update led by Harmony, Rainbow Chicken and OUTsurance. Bloomberg follows with Ed Yardeni’s bullish gold…

11 Mar 10AM 10 min

BN Daybreak: Oil release; Bozell warns US patience is ‘running out’; Nyati on SA’s survival rate

Today’s Daybreak covers the IEA's historic proposal to release 182 million barrels of oil as "Operation Epic Fury" intensifies with over 5,000 US strikes inside Iran. From BNC#8, US Ambassador to South Africa Brent Bozell warns that American patience with South Africa is running out, while Eskom Chairman Mteto Nyati…

11 Mar 1AM 18 min

BN Briefing: Oil whipsaws on Trump comments, UBS on energy risk, and Cy Jacobs’ wealth building tip

Oil prices swing sharply as President Trump signals the Iran war could end “very soon”, with markets watching for a peace off-ramp, potential strategic reserve releases and safer passage through the Strait of Hormuz. We then track pockets of strength in South African results from Absa, Attacq and Weaver Fintech…

10 Mar 11AM 10 min

BNC#8: New US envoy Brent Bozell’s first public address in SA: Trade, trust and tough truths

In his first public address since arriving in South Africa, new US Ambassador Brent Bozell delivered a candid keynote that mixed optimism about the country’s economic potential with sharp warnings about the direction of bilateral relations. Speaking to the BizNews Conference audience and later in a short Q&A with Alec…

10 Mar 8AM 33 min

BN Daybreak: Trump’s Iran strategy, NATO missile intercepts, and Anthropic’s legal war

In this episode, we break down President Trump’s latest strategy in Iran, including his plans for the US Navy to escort tankers through the Strait of Hormuz to stabilize global energy. We also examine the escalating regional tensions following NATO's interception of a ballistic missile over Turkey and Lebanon’s urgent…

10 Mar 12AM 20 min

Kevin Lings on markets, monetary policy, and geopolitical risks

Other recent episodes

BN Briefing: US Ambassador Bozell's BNC#8 warning; Yardeni's $6,000 Gold call; Sean Peche's wealth-building wisdom

BN Daybreak: Oil release; Bozell warns US patience is ‘running out’; Nyati on SA’s survival rate

BN Briefing: Oil whipsaws on Trump comments, UBS on energy risk, and Cy Jacobs’ wealth building tip

BNC#8: New US envoy Brent Bozell’s first public address in SA: Trade, trust and tough truths

BN Daybreak: Trump’s Iran strategy, NATO missile intercepts, and Anthropic’s legal war

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