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[...]