In this podcast, STANLIB Chief Economist Kevin Lings says US consumer price inflation (CPI) data for February, released last week, was a positive surprise. It showed even shelter inflation is on a downward trajectory. However, the data does not take recently-announced tariff increases into account. On 2 April the Trump administration is expected to implement the tariff increases it has deferred.<br />
US survey data shows an increase in inflation expectations by households and an expectation by businesses that economic activity will slow down. The risk of a US recession is rising, although it is not yet becoming a certainty. This makes it difficult for the US Federal Reserve to decide on interest rates. The market is anticipating two or three more interest rate cuts this year, but that may prove to be over-optimistic.<br />
Click here to listen to the podcast.

In this podcast, STANLIB Chief Economist Kevin Lings says US consumer price inflation (CPI) data for February, released last week, was a positive surprise. It showed even shelter inflation is on a downward trajectory. However, the data does not take recently-announced tariff increases into account. On 2 April the Trump administration is expected to implement the tariff increases it has deferred. US survey data shows an increase in inflation expectations by households and an expectation by businesses that economic activity will slow down. The risk of a US recession is rising, although it is not yet becoming a certainty. This makes it difficult for the US Federal Reserve to decide on interest rates. The market is anticipating two or three more interest rate cuts this year, but that may prove to be over-optimistic. Click here to listen to the podcast.

In this podcast, STANLIB Chief Economist Kevin Lings says US consumer price inflation (CPI) data for February, released last week, was a positive surprise. It showed even shelter inflation is on a downward trajectory. However, the data does not take recently-announced tariff increases into account. On 2 April the Trump administration is expected to implement the tariff increases it has deferred.<br>
US survey data shows an increase in inflation expectations by households and an expectation by businesses that economic activity will slow down. The risk of a US recession is rising, although it is not yet becoming a certainty. This makes it difficult for the US Federal Reserve to decide on interest rates. The market is anticipating two or three more interest rate cuts this year, but that may prove to be over-optimistic.<br>
Click here to listen to the podcast.

US confidence ebbs on tariff uncertainty

STANLIB is a specialist investment manager, administering over R600 billion in assets under management.

Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer a depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings. 

Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes.

With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients, both individuals and institutions, achieve their financial goals. 

Combined with our teams’ range of specialist skills, their focus on in-depth research and risk mitigation strategies, examining markets from diverse perspectives culminates in consistent long-term investment performance. 

We are proud of our South African heritage and the legacies of our founders. The size of our organisation allows for the acquisition of advanced systems, databases and research facilities and provides unique investment opportunities while our specialist team structure enables distinct focus on their areas of expertise.

STANLIB Asset Management is an authorised financial services provider.

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STANLIB is a specialist investment manager, administering over R600 billion in assets under management. Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals. We offer a depth of expertise across investment disciplines – from absolute return and fixed income to listed property, balanced, equity and alternatives; spanning active and passive management, single and multi-manager offerings. Through this wide range of investment capabilities we offer our clients both pooled and segregated investment solutions across a broad choice of traditional and alternative asset classes. With our clients at the centre, our investment teams are developed to deliver outstanding outcomes through the skill, passion and dedication of each team member. Their unique blend of skills, areas of specialisation and perspectives enables us to make better-informed decisions so we can help our clients, both individuals and institutions, achieve their financial goals. Combined with our teams’ range of specialist skills, their focus on in-depth research and risk mitigation strategies, examining markets from diverse perspectives culminates in consistent long-term investment performance. We are proud of our South African heritage and the legacies of our founders. The size of our organisation allows for the acquisition of advanced systems, databases and research facilities and provides unique investment opportunities while our specialist team structure enables distinct focus on their areas of expertise. STANLIB Asset Management is an authorised financial services provider.

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US confidence ebbs on tariff uncertainty

US confidence ebbs on tariff uncertainty

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