The Lie of the Land

All the local and global economics you need to know to hold your own around the dinner table.

All the local and global economics you need to know to hold your own around the dinner table. Top economist Kevin Lings takes us through all the economic talking points both local and global. SA shocking unemployment data for Q3 and the rise in covid infections, which will undermine confidence and economic activity. SA inflationary pressure intensifies with another large petrol price hike, creating difficulty for Reserve Bank given the likely impact of covid. US Federal Reserve is walking back on their insistence that...

The Lie of The Land with Kevin Lings, Chief Economist Stanlib 25 Nov 2021

The Lie of The Land with Kevin Lings, Chief Economist Stanlib SA inflation and interest rate debate - further rate hikes expected. SA growth dynamic in final quarter of 2021 - some concerns including impact of electricity outages. SA possible 4th wave of Covid and how that might impact SA in Dec/Jan. SA rand weakness - a lot to do with dollar strength. US appointment of Powell more of the same in US Monetary policy? US growth and inflation debate...

The Lie of the Land with Kevin Lings Chief Economist Stanlib

The Lie of the Land with Kevin Lings Chief Economist Stanlib We look at how important the view on global inflation has become in terms of monetary policy decisions by central banks and what that means for markets. Just how bad have global supply disruptions become? Why 23 October is critical for Evergrande after their talks to sell just over 50% of the business failed and we look at SA economic prospects as we head into festive season.

Another Global financial crisis is potentially on the horizon – Be very wary!

Another Global financial crisis is potentially on the horizon - Be very wary! Stanlib's Chief Economist Kevin Lings believes that inflation has bolted and that Stagflation is a near term reality for the World. That's a situation of high inflation, low growth and high unemployment and with this scenario on the horizon there is no where to hide. Financial markets have been to complacent and everyone thought the free money party would persist for some time to come.