STANLIB STANLIB Podcasts

Major themes for the week are GNU upheavals and impact of Trump tariffs

Loading player...
In this week’s podcast, STANLIB’s Chief Economist Kevin Lings touches on the disagreement within the Government of National Unity (GNU) on the Fiscal Framework, where the ANC seems to have won power and the DA lost power. However, discussions are still under way.

In more depth, Kevin discusses the reciprocal tariffs announced by US President Donald Trump and the significant amount of economic pain it will inflict on US growth, inflation and employment. It is also likely to cause a realignment of global trading relationships, excluding the US.
7 Apr English South Africa Investing · Business News

Other recent episodes

STANLIB Insights: When sitting on the sidelines is not an option

Head of STANLIB Multi Asset, Marius Oberholzer, chats to Jeremy Maggs about the prevailing highly charged sentiment in markets. A once-in-a-generation structural shift is occurring, says Marius, and it is not the time to stay out of the market. He discusses how STANLIB responds to risk, and touches on key…
19 Aug 23 min

US inflation starts to show effect of tariffs; SA’s economic growth picks up

In this podcast, STANLIB’s Chief Economist, Kevin Lings, looks closely at underlying US inflation and labour trends. Inflation shows a clear drift upwards as a result of tariffs, while labour market signals are uncertain, presenting a dilemma for the US Federal Reserve in determining interest rates. Kevin also examines SA’s…
18 Aug 13 min

US Fed faces rate cut dilemma on tariff-related pressures

In this podcast, STANLIB’s Chief Economist, Kevin Lings, explores some of the outstanding issues in US tariff implementation. He also discusses the early signs of how the effective tariff into the US of 18.6%, against below 3% a year ago, will affect consumer spending, inflation, economic growth and interest rates…
11 Aug 7 min

Can SA achieve 3% inflation; and tariffs start to hit US labour market

The SA Reserve Bank has cut the repo rate by 25 bps to 7% and said it would focus on achieving 3% inflation. In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the benefits and timing of the new goal. He also unravels the emerging slowdown in US job creation,…
4 Aug 13 min
All episodes