Market and economic wrap: Equity market jittery as US tariffs implemented but 25bps repo rate cut gives some respite?

Loading player...
Stay ahead of the curve with this week’s market and economic wrap podcast. In this episode, Trevor Garvin dives into the latest developments, including the implementation of US tariffs and their impact on South Africa, a significant repo rate cut by the SARB, and key movements in the global market. Discover insights on currency shifts, commodity trends, and the political events making the headlines, from local enquiries into police corruption to border conflicts in Asia and new defence strategies in the Middle East. Whether you're an investor or just looking to stay informed, this episode breaks down what you need to know to navigate today’s turbulent economic landscape.
5 Aug 2025 English South Africa Investing · Business News

Other recent episodes

Four futures for AI

Artificial intelligence is no longer a question of if it will shape our world, but how. In this episode of the Nedgroup Investments Insights podcast, David Levinson, Head of Responsible Investments, sits down with Nic Andrew, Managing Executive at Nedgroup Investments, to explore the future paths AI could take. Drawing…
24 Apr 14 min

Market and economic wrap: Markets rebound as geopolitical risks ease.

In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the sharp rebound in global markets as global tensions in the Middle East showed signs of easing. He explores how the shift from risk-off to risk-on sentiment impacted equities, commodities, and bonds globally and in South Africa, and…
21 Apr 6 min

Market and economic wrap: Ongoing conflict in Iran continues to cause market volatility

In this episode, Trevor Garvin, Head of Multi-Management, unpacks how rising geopolitical tensions involving Iran are driving market volatility, with oil prices, bonds, and currencies firmly in focus. He explores what recent moves across global and South African markets mean for investors, and why discipline and diversification remain critical during…
7 Apr 6 min

Market and economic wrap: From risk off to relief, how durable is this rally?

In this episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, unpacks a sharp U-turn in global markets following a sudden easing in geopolitical tensions. From the relief rally sparked by shifting rhetoric between the US and Iran, to dramatic moves in commodities, currencies…
24 Mar 7 min