Schroders: US recession on its way

Loading player...
Faheema Adia from Momentum Securities on Zeder results and local CPI moving higher. Schroders's George Brown talks the US economy; the risks and implications of a default and the likelihood of a recession. FNB's Thokozani Dlamini unpacks the strong rebound in domestic tourism over the Easter Weekend.
20 Apr 2023 1AM English South Africa Business News · Business

Other recent episodes

Markets hold their ground as oil risks rise

Oil remains elevated, but with global drawdowns still fairly modest, Nick Kunze of Sanlam Private Wealth asks whether Sasol’s latest move signals more upside or is simply an oil-leverage trade. Chanal Subramoney from Yellow Card makes the business case for a stable coin strategy. And with the new tax year…
16 Mar 1AM 20 min

Trump can’t Taco out of this war

Schalk Louw from PSG Old Oak unpacks Standard Bank’s strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies’s sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle…
13 Mar 1AM 19 min

Strong OUTsurance results pays special dividend

Shaun Dendere, independent analyst, weighs in on OUTsurance’s strong performance and special dividend, and looks at Harmony’s results – and what the market didn’t like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the…
12 Mar 1AM 19 min