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

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Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/85-a-4-wake-up-call-reading-the-sarb-s-next-move.md
Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-05-21T13:51:41+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/85
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a0eaa9d3bbd73b46e2fadae/media.mp3
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Duration seconds: 413

## Resource

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.

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## Transcript

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