Market and economic wrap: Fed's balancing act: Inflation, employment, and uncertainty

Loading player...
In this episode, Tumisho Grater unpacks the key themes shaping global markets, from Jerome Powell’s Jackson Hole speech and its implications for US interest rates to the evolving balance between inflation and employment.

We explore how these developments are influencing the US dollar, the South African rand, and global equity markets, with insights into Asia’s rally, Europe’s cautious tone, and Wall Street’s tech-driven momentum. Plus, we look at the FTSE/JSE All Share Index’s historic run and what lies ahead as investors await critical US inflation and payroll data.

Whether you’re an investor or simply want to stay informed, this episode breaks down the trends and risks you need to watch to navigate today’s uncertain economic landscape.
26 Aug English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Rate cuts, rally risks and the rise of AI titans

In this week’s episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst explores the shifting global economic landscape, highlighting the IMF’s revised growth outlook, China’s slowing GDP, and the US Fed’s dovish stance amid labour market concerns. The discussion covers resilient US equities driven by AI optimism…
21 Oct 7 min

Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero

Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy…
16 Oct 5 min