Episode

#85 A 4% wake-up call: reading the SARB's next move

Podcast: The Investment Perspective, with Ninety One
Published: May 21, 2026
Duration seconds: 413
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Canonical source: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/85
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Summary

A supply shock has shifted the inflation picture, and the SARB's next move matters. Adam Furlan discusses the case for early action, the risk of second-round effects, and why Ninety One remains cautious on duration at the front end of the curve. Hosted on Acast. See acast.com/privacy for more information.