{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"summary":"Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episode":{"title":"#96 After SARB surprises, all eyes turn to hawkish Fed","slug":"96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed","published_at":"2026-07-28T06:55:57+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/96","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a677f2d35a551238a714fcd/media.mp3","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.","meta_description":"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 anal…","key_points":[],"chapters":[],"topics":[],"duration_seconds":625,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/96-after-sarb-surprises-all-eyes-turn-to-hawkish-fed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}