Podcasts · The Mwango Capital Podcast
2026 Macro Outlook
· 1 h 12 min
Episode 2026 Macro Outlook
In this episode recorded on January 26, 2026, we break down what lies ahead for markets and the economy in 2026.
Guests:— Churchill Ogutu - Economist, IC Group— Stephanie Kimani - Economist— Stellar Swakei - Senior Research Analyst, Kingdom Securities Limited
Subscribe to get notified when we make a new post.
Show Notes
00:00:00 Introduction
00:01:25 2025 Macro Highlights
00:10:15 IMF Programs, China Debt, and Liability Management
00:14:57 Corporate Borrowing and MSME Access to Finance
00:18:19 Debt, Securitization, Equity Markets, and the NSE Rally
00:32:53 Domestic Debt, External Borrowing, and Crowding Out
00:38:49 The Budget Cycle
00:45:57 FX and Interest Rates
00:50:02 Kenya Pipeline IPO and Gov’t’s Sale of Safaricom Stake
01:02:05 Closing Remarks
Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe
Links in the notes 5
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.