Episode

Macro Monday Ep110: Little sign of a near-term end to the war

Podcast

Investec Focus Radio SA

Published

Mar 30, 2026

Duration seconds

506

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not_requested

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https://iono.fm/e/1661249

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/v1/public/podcasts/investec-focus-radio-sa-680399/episodes/macro-monday-ep110-little-sign-of-a-near-term-end-to-the-war

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Summary

With little sign of an early resolution to the war in the Middle East, supply constraints on commodities such as oil, gas, and helium may well endure. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International notes that fuel prices likely to feed through quickly into consumer inflation, central banks like the SA Reserve Bank are likely to face rate hikes this year. Investec Focus Radio SA