SA inflation data and the effect of Trump’s tariff and policy announcements on the US economy

Loading player...
In January 2025, SA inflation increased slightly to 3.2%, which is at the lower end of the Reserve Bank target and at levels that have been under control for some time. Inflation is expected to track higher from mid-year, possibly to 4.7% by the end of December. This means the Reserve Bank can easily keep rates on hold with a slight bias to the downside.
With US President Donald Trump’s announcement of tariffs affecting Mexico, Canada and China, and increased uncertainty about the progression of the Russia-Ukraine war, evidence is mounting that uncertainty is undermining the US economy. There is a significant falloff in confidence, while inflation expectations are ratcheting up, and consumer spending declined in January.
Click here to listen to the podcast.
3 Mar 2025 English South Africa Investing · Business News

Other recent episodes

SA’s fuel price surges while manufacturing continues to slow

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the inflationary pressure of SA’s recent sizable fuel price increases: 18% for petrol in the last two months and 22% for diesel. This has implications for interest rates to control second-round effects. He also examines SA’s latest manufacturing data for August,…
12 Oct 10 min

Active vs Passive investing: Where does each fit in a portfolio?

Active and passive investing each have distinct characteristics and can play different roles within an investment portfolio. In this episode of The More You Know, Ryan Basdeo, Head of Index Portfolio Management at 1nvest, and Brendan Howie, Head of Product at STANLIB Asset Management, explore the differences between active and…
1 Oct 11 min

SARB hikes rates: What it means for your STANLIB Money Market Fund

In this podcast, Stephen Backhouse, Head of Retail Strategy: Group Channels at STANLIB Asset Management, chats to Eulali Gouws, Head of Money Market, about the interest rate decision. Eulali explains the reasoning behind the decision, how the team positions the STANLIB Money Market Fund to respond to the interest rate…
25 Sep 5 min