STANLIB STANLIB Podcasts

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

Loading player...
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 surprising uplift in economic performance in Q2 2025.
Click here to listen to the podcast.
STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
18 Aug 2025 English South Africa Investing · Business News

Other recent episodes

FLAC notes explained: What corporate treasurers need to know about SA's Banking reforms

Financial Loss-Absorbing Capacity (FLAC) notes are set to transform South Africa's fixed income market as banks gradually replace senior unsecured debt issuance. But what does this mean for corporate treasurers, cash management strategies, and investment portfolios? In this episode of the Corporate Conversation podcast, I chat to Eulali Gouws, Head…
21 Jul 7 min

How private capital can accelerate South Africa's infrastructure roll-out

South Africa has no shortage of infrastructure needs, yet many projects remain stuck in the planning, concept, or procurement stages, preventing them from attracting the capital needed to drive economic growth. In this episode of The More You Know, Jeremy Maggs speaks with Tracy Spence, Head of Institutional Distribution at…
20 Jul 17 min

US Interest rate hike risks rise as oil spikes

Is cooling US inflation a sign of easing monetary policy, or will rising oil prices trigger another interest rate hike? In this episode of the STANLIB Economic Outlook, Chief Economist Kevin Lings breaks down the latest global macro shifts shaping investment markets. We analyze the sharp drop in US Consumer…
20 Jul 13 min

SA’s manufacturing industry: challenges, risks and opportunities

South Africa's manufacturing sector recorded modest growth of 1.1% month-on-month in May, but the longer-term picture remains concerning. Since the Covid-19 pandemic, the sector has contracted by 13.4%, raising important questions about the future of industrial production, employment and economic growth. In this episode, we explore the factors contributing to…
13 Jul 6 min

US employment growth vs SA's job losses explained

In this podcast, STANLIB Asset Management’s Chief Economist, Kevin Lings, examines the latest US and South African employment data, exploring why the US economy continues to create jobs while South Africa's formal sector employment remains under pressure. In June, the US added 57,000 non-farm jobs, supporting steady economic growth despite…
6 Jul 10 min
All episodes