EPISODE · Aug 4, 2025 · 8 MIN
Macro Monday Ep 82: A bad jobs report in the US
from Investec Focus Radio SA · host Investec
Despite a better-than-expected second-quarter GDP print, there are concerns about the US economy as high tariffs kick in and jobs growth stumbles. With nonfarm payrolls revised down sharply, markets now expect US rate cuts next month, despite sticky inflation says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Investec Focus Radio SA
What this episode covers
Despite a better-than-expected second-quarter GDP print, there are concerns about the US economy as high tariffs kick in and jobs growth stumbles. With nonfarm payrolls revised down sharply, markets now expect US rate cuts next month, despite sticky inflation says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International.
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Macro Monday Ep 82: A bad jobs report in the US
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