Reset needed as gov eyes unsustainable sources of income
Key points The government is eyeing funds in the Reserve Bank’s Gold and Foreign Exchange [...]
SARB MPC Review – November 2023
Bottom Line The SARB kept rates on hold with the vote unanimous in favour of [...]
Monthly Commodities Dashboard – November 2023
BASELINE VIEW – PRECIOUS METALS: Geopolitical uncertainty continues to support gold’s safe-haven allure as the [...]
Better than expected budget deficit, but trajectory still worrying
Key points The key takeaway from the 2023 Medium-Term Budget Policy Statement (MTBPS) is that [...]
October 2023
Summary of macro-economic research views: Inflation: Disinflation as a trend remains intact, although the bias [...]
Monthly Commodities Dashboard – October 2023
BASELINE VIEW – PRECIOUS METALS: Higher-for-longer interest rates will ultimately lead to a drop in [...]
Market Mover: Africa’s vulnerability to slowing Chinese growth
China’s Economy and Repercussions for Africa The economic situation concerning China’s economy serves as a [...]