September 2023
Summary of macro-economic research views: Inflation: Disinflation as a trend remains intact, although the bias [...]
August 2023
Summary of macro-economic research views: Inflation: Disinflation remains the trend, with headline inflation in SARB’s [...]
July 2023
Summary of macro-economic research views: Inflation: Inflation continues to trend lower and may well re-enter [...]
June 2023
Summary of macro-economic research views: Inflation: Inflation continues to trend lower. The May inflation picture [...]
May 2023
Summary of macro-economic research views: Inflation: Inflation has stalled, and the latest bout of ZAR [...]
ETM’s ZAR Sentiment Indicator (ZSI) loses predictive power through load shedding
Bottom line: Although the ZAR Sentiment Indicator (ZSI) is trading at levels last seen thirteen [...]
The tide in global monetary policy is shifting
Bottom Line: Central banks remain in tightening mode, although it is important to note that [...]
USD overvaluation has retreated off its highs but remains extreme
Bottom Line On a trade-weighted basis, the ZAR has lost ground. The bulk of the [...]