Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies.
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Podcast key moments:
00:00 – Introduction
01:09 – What’s been the market reaction since Trump’s tariff about turn?
01:46 – Why was there a huge bond sell-off?
03:05 – What does the US bond market turbulence mean for SA?
04:21 – Is the US still a go to safe haven?
05:26 – What other safe havens are investors looking to?
06:58 – Can China rely on domestic demand to drive growth?
08:39 – How does the tariff pause on SA impact investor sentiment?
10:11 – What are markets watching regarding the GNU?
12:05 – Currency expectations?
13:09 – Recessions in the US?
14:37 – How are tariffs disrupting global supply chains?
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