NOW Ep86: MAGAnomics | Trump and the global economy

Investec Focus Radio SA

What impact will Trump's presidency have on the global economy and emerging markets? Tune in to the latest episode of the No Ordinary Wednesday podcast for insights from Investec experts, Annabel Bishop (SA) and Ellie Henderson (UK). Listen here
Podcast key moments:
00:00 – Introduction
01:00 - A few days since the Trump win have global markets settled?
02:56 – How will a Trump presidency impact inflation in the US?
04:15 – How will the Trump presidency affect global inflation and growth?
05:34 - How worried should emerging markets be about inflation?
08:19 – How will Trump’s proposed tariffs affect global growth?
10:57 – How will the Trump presidency impact other key markets?
12:21 – Will a surge in US bond yields continue?
13:25 – SA bond market outlook
15:00 – Concerns about the oil market?
16:55 – Upsides to the Trump win?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

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1. Introduction (00:00:00)

2. A few days since the Trump win have global markets settled? (00:01:00)

3. How will a Trump presidency impact inflation in the US? (00:02:56)

4. How will the Trump presidency affect global inflation and growth? (00:04:15)

5. How worried should emerging markets be about inflation? (00:05:34)

6. How will Trump’s proposed tariffs affect global growth? (00:08:19)

7. How will the Trump presidency impact other key markets? (00:10:57)

8. Will a surge in US bond yields continue? (00:12:21)

9. SA bond market outlook (00:13:25)

10. Concerns about the oil market? (00:15:00)

11. Upsides to the Trump win? (00:16:55)