Macro Monday ep56: A good year but a tough month | inflation concerns return

Inflation is at 3%. The Reserve Bank wants to lock it there. Interest rates are edging down. But the bigger picture is far from settled: • Growth is stuck below 1% • US tariffs threaten trade and jobs • The rand’s strength rests on fragile global sentiment • Consumers are…

Inflation is picking up in the world’s leading economies, and while US inflation surprised on the downside, there are signs of inflationary pressures in other areas. According to Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, it all points to some lively discussion at this week’s gathering of…

Planning your next trip? Don’t leave home without comprehensive travel insurance, warn the experts. In this episode of Everything Counts, Motheo Khoaripe chats to Paolo Giuricich, head of Investec Travel, and Anrieth Symon, head of Travel at Bryte Insurance about the potential risks of relying solely on ‘free’ or ‘complimentary’…

Mixed signals persist for the US economy and its corporates. While there was a notable rebound in the composite PMI in July, there were contrasting outcomes across the different series, and bankruptcies are at five-year highs. Wall Street earnings have been strong, but share buybacks and insider buying also give…

What do the colours of a popular toothpaste tell us about how we think about wealth? In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature…