In this episode of Bullish Banter, Jesse and Rufas sits down with economic analyst Johnson Nderi for a deep dive into Kenyan and global macroeconomics. The conversation explores how fiscal and monetary policy shape real economic outcomes, why Kenya’s diversified economy continues to show resilience, and what current currency dynamics mean for investors and businesses.From the stabilization of the Kenyan shilling to the implications of a weakening US dollar, the discussion unpacks how global forces intersect with local policy decisions. The episode examines banking sector consolidation, the growing competition from money market funds and SACCOs, and the evolving role of financial infrastructure such as Safaricom and M Pesa within Kenya’s economic system.

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