Macro Monday Ep 86: Data readings increasingly point to a US slowdown

Investec
08/09/2025 9 min
Macro Monday Ep 86: Data readings increasingly point to a US slowdown

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Episode Synopsis

Investors are growing concerned about a possible US recession, as the labour market weakens and PMI numbers decline, notes Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International. Market are now expecting three US rate cuts this year and five next year. Investec Focus Radio SA

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