Macro Monday Ep48: Fed slightly more cautious, but market unphased

Update: 2024-10-14

Description

In this week’s Macro Monday update, Chris Holdsworth, Chief Investment Strategist of Investec Wealth & Investment International, looks at what a Trump vs Harris win would mean for the US economy. He also comments on a slightly more hawkish tone from the latest FOMC, with the market now pricing in a 90% chance of a 25bp cut in November. Despite this, the S&P 500 closed at a record high on Friday. In South Africa, SOE performance is slowly grinding upwards, says Holdsworth, suggesting further upside to SA business confidence. Investec Focus Radio SA

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Macro Monday Ep48: Fed slightly more cautious, but market unphased

#box-pro-ellipsis-173150669969468{-webkit-line-clamp:2;}Macro Monday Ep48: Fed slightly more cautious, but market unphased

Macro Monday Ep48: Fed slightly more cautious, but market unphased

Investec

Macro Monday Ep48: Fed slightly more cautious, but market unphased