# #96 After SARB surprises, all eyes turn to hawkish Fed

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Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-07-28T06:55:57+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/96
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a677f2d35a551238a714fcd/media.mp3
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Duration seconds: 625

## Resource

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.

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## Transcript

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