Episode
#96 After SARB surprises, all eyes turn to hawkish Fed
- Published
- Jul 28, 2026
- Duration seconds
- 625
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Summary
The SARB's split decision to leave the repo rate at 7% caught almost every economist off guard, but Ruen Naidu argues the central bank's own scenario analysis tells a more nuanced story. He unpacks why a lower-for-now stance doesn't mean a dovish central bank, and sets out what the Fed's own hawkish pivot under its new chair means for global bond markets. Hosted on Acast. See acast.com/privacy for more information.