EPISODE · Aug 11, 2025 · 6 MIN
Macro Monday Ep 83: Mixed signals in the US
from Investec Focus Radio SA · host Investec
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 a mixed message says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Investec Focus Radio SA
What this episode covers
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 a mixed message says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International.
NOW PLAYING
Macro Monday Ep 83: Mixed signals in the US
No transcript for this episode yet