NOW Ep82: The great interest rates pivot

Investec Focus Radio SA

As central bankers worldwide shift towards easing monetary policies, what kind of rate-cutting cycle are we entering? In the latest episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs shares her expert insights on the factors that will the trajectory of interest rates in the coming months.
00:00 – Introduction
01:35 – What factors will influence the pace of interest rates cuts in the US?
03:10 – What will the SARB contend with in determining the trajectory of rate cuts?
04:42 – What do you expect, big cuts upfront or more gradual?
05:46 – What would be the impact of a front-loaded approach?
06:52 – Inflation outlook
08:34 – What pace of interest rates cut are you expecting for other developed markets?
10:00 – What are your expectations for other emerging markets?
11:20 – What’s driving the bond market in SA?
12:27 – How will rate cuts impact government bonds?
13:10 – Fiscal consolidation in South Africa
14:40 – GDP outlook
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now Investec Focus Radio SA

अध्यायों

1. Introduction (00:00:00)

2. What factors will influence the pace of interest rates cuts in the US? (00:01:35)

3. What will the SARB contend with in determining the trajectory of rate cuts? (00:03:10)

4. What do you expect, big cuts upfront or more gradual? (00:04:42)

5. What would be the impact of a front-loaded approach? (00:05:46)

6. Inflation outlook (00:06:52)

7. What pace of interest rates cut are you expecting for other developed markets? (00:08:34)

8. What are your expectations for other emerging markets? (00:10:00)

9. What’s driving the bond market in SA? (00:11:20)

10. How will rate cuts impact government bonds? (00:12:27)

11. Fiscal consolidation in South Africa (00:13:10)

12. GDP outlook (00:14:40)