EPISODE · Feb 23, 2026 · 21 MIN
Trump’s new 15% tariffs not all bad news for SA
from MoneywebNOW · host Simon Brown
Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real market risk. Shannon Friedman, CEO of VAT Modernisation SA, outlines what it will take to overhaul South Africa’s Vat system.
What this episode covers
Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real market risk. Shannon Friedman, CEO of VAT Modernisation SA, outlines what it will take to overhaul South Africa’s Vat system.
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Trump’s new 15% tariffs not all bad news for SA
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