Pressure off SARB to hike rates further

Summary of macro-economic research views: Inflation: Disinflation as a trend remains intact, although the bias [...]

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 [...]

Monthly FX View – 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 [...]