EPISODE · Sep 22, 2025 · 7 MIN
Macro Monday Ep 88: A tale of three central banks
from Investec Focus Radio SA · host Investec
It was a busy week on the monetary policy front last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses how the Fed opted to cut rates in response to a softer labour market (despite elevated inflation), while the Bank of Japan kept rates steady, but adopted a hawkish tone. Locally, he looks at how South African real rates remain high after the Reserve Bank left rates unchanged. Investec Focus Radio SA
What this episode covers
It was a busy week on the monetary policy front last week. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International discusses how the Fed opted to cut rates in response to a softer labour market (despite elevated inflation), while the Bank of Japan kept rates steady, but adopted a hawkish tone. Locally, he looks at how South African real rates remain high after the Reserve Bank left rates unchanged.
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Macro Monday Ep 88: A tale of three central banks
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