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Donald Trump after winning the 2024 US elections

MAGAnomics: Trump and the global economy

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). 

 

 
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?

 

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