Monthly FX Dashboard – November 2023
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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 Rates Dashboard – November 2023
Key points Tight credit conditions, a weak local economy, and expectations that the global monetary[...]
Geopolitical tensions making precious metals more attractive
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[...]
Warring thoughts on Israel vs Hamas
Key points Geopolitical developments are often difficult to understand and usually quite complex. In most[...]
October Interest Rate Update
Key points: Understanding the inflation outlook is critical to understanding how the SARB might manage[...]
October 2023 Monthly FX Update
Summary of macro-economic research views: Inflation: Disinflation as a trend remains intact, although the bias[...]
Higher for longer interest rate outlook weighing on metal prices
BASELINE VIEW – PRECIOUS METALS: Higher-for-longer interest rates will ultimately lead to a drop in[...]