Warsh expected to follow tough talk on inflation with interest rate hikes

Loading player...
In this podcast, STANLIB Chief Economist Kevin Lings unpacks US Federal Reserve Chair Kevin Warsh’s recent speech at the Jackson Hole conference, including his reaffirmation of the Fed’s 2% inflation target and his approach to monetary policy guidance. Kevin also considers the resilience of the US economy and why Warsh’s firm stance on inflation could pave the way for further interest rate hikes. Closer to home, he discusses the impact of fresh fuel price increases in South Africa and why rising inflationary pressures could increase the likelihood of an interest rate hike.

STANLIB is an authorised Financial Services Provider in terms of FAIS and a registered manager in terms of CISCA.
31 Aug English South Africa Investing · Business News

Other recent episodes

US economic growth broadens in Q3; SA’s GDP bigger than previously estimated

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the areas of strength and weakness in US GDP growth of 3.4% in Q3 2026, which was relatively broad-based. He also explores why the Fed decided to hold interest rates unchanged. Kevin discusses Stats SA’s re-basing and recalculation of GDP, which…
2 Nov 16 min

SA is not yet seeing second-round inflation effects: Kevin Lings

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the details behind SA’s below-expectation increase in inflation in September, to an annual rate of 4.5% from 4.4%. While fuel inflation is 27.9% y/y, it has not yet fed into other categories – e.g. food inflation is only 1% y/y, though…
26 Oct 10 min

MTBPS 2026 shows evidence of positive fiscal progress

In this podcast, Kevin Lings, Chief Economist at STANLIB Asset Management, highlights what was positive and what was disappointing in today’s Medium-Term Budget Policy Statement. He discusses how achievable the revenue and expenditure targets are, and stresses the need for stronger policy measures to push SA’s growth rate up to…
21 Oct 16 min

Minister delivers positive surprises for bond investors in the MTBPS

In this podcast, Sylvester Kobo, Deputy Head of Fixed Income at STANLIB Asset Management, summarises the main points of interest in the MTBPS for bond market investors. He explains how the bond market reacted in the short term and is likely to respond in the longer term. He also analyses…
21 Oct 3 min