EPISODE · Sep 29, 2025 · 10 MIN
Macro Monday Ep 89: Data send mixed messages
from Investec Focus Radio SA · host Investec
There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been softer and consumer confidence has been weak. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says with a key inflation indicator remaining sticky, this presents challenges for the Fed and the trajectory of interest rates. Investec Focus Radio SA
What this episode covers
There have been some mixed messages on the US data front recently. US GDP in the second quarter was revised upwards, even as labour markets have been softer and consumer confidence has been weak. Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International says with a key inflation indicator remaining sticky, this presents challenges for the Fed and the trajectory of interest rates.
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Macro Monday Ep 89: Data send mixed messages
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