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US growth disappoints; SA’s inflation generally under control

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In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses disappointing US Q4 2025 GDP growth of 1.4% q/q, which was largely due to the 43-day government shutdown. Underlying growth, at 2.2% y/y, is below long-term averages. However, latest US core PCE inflation was above expectations, at 3% y/y, exceeding the Federal Reserve’s 2% target, which may deter aggressive interest rate cuts. In SA, headline CPI rose slightly more than expected in January, but at 3.5% y/y is generally under control, Kevin says.

STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
23 Feb English South Africa Investing · Business News

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