Apr 2025
Currency: Following a period where the ZAR was relatively resilient, ZAR headwinds are now fully in [...]
Mar 2025
Inflation: Headline CPI ticked up to 3.2% y/y in January, from 3.0% y/y in December 2024. [...]
Feb 2025
Currency: The ZAR has returned to levels closer to risk-adjusted fair value. However, this does not [...]
Jan 2025
Inflation: Headline inflation in South Africa remains contained and has continued to surprise to the [...]
Dec 2024
Currency: Following Trump’s victory, the market was firmly focused on his likely protectionist trade policies, which [...]
