The Money Show | The South African consumer has little spending power; we need rate cuts

Old Mutual Investment Group

内容由Old Mutual Investment Group提供。所有播客内容（包括剧集、图形和播客描述）均由 Old Mutual Investment Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

4M ago 6:30

MP3•单集首页

In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:

Market volatility driven by macroeconomic data and inflation expectations.
Misallocation of capital in write-downs across companies.
Cost pressure on South African companies, need rate cuts to boost consumer spending.
Emerging market countries, including South Africa, may cut interest rates in advance of US action.

Thanks for listening! Follow us on Linkedin.

320集单集

#Trading #Business #Old Mutual Investment Group

The Money Show | The South African consumer has little spending power; we need rate cuts

Old Mutual Investment Group

published 4M ago

MP3•单集首页

In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:

Market volatility driven by macroeconomic data and inflation expectations.
Misallocation of capital in write-downs across companies.
Cost pressure on South African companies, need rate cuts to boost consumer spending.
Emerging market countries, including South Africa, may cut interest rates in advance of US action.

Thanks for listening! Follow us on Linkedin.

320集单集

#Trading #Business #Old Mutual Investment Group

所有剧集

欢迎使用Player FM

Player FM正在网上搜索高质量的播客，以便您现在享受。它是最好的播客应用程序，适用于安卓、iPhone和网络。注册以跨设备同步订阅。

收听超过500个主题

类似 Old Mutual Investment Group 的节目

值得一听的播客

Old Mutual Investment Group « » The Money Show | The South African consumer has little spending power; we need rate cuts

The Money Show | The South African consumer has little spending power; we need rate cuts

值得一听的播客

欢迎使用Player FM

类似 Old Mutual Investment Group 的节目

快速参考指南

Old Mutual Investment Group « »
The Money Show | The South African consumer has little spending power; we need rate cuts