US exceptionalism at the tail end of its cycle

Key points US exceptionalism has been a theme that was emphasised through the COVID-19 pandemic.[...]

Rising shipping rates raise inflationary pressure

Over the past three months, the Red Sea has become a hotspot for maritime security[...]

Disparity between a weakening US economy and investor sentiment

The Citi Economic Surprise Index and the S&P 500 often demonstrate a significant degree of[...]

Post Budget 2024 Panel Discussion

TreasuryONE, Econometrix and ETM Analytics invite you to a virtual panel discussion that will take[...]

Global growth facing strengthening headwinds

The global business cycle is fraught with headwinds and challenges. In all likelihood, conditions will[...]

From the year of a not so nimble Rabbit to the year of the Wood Dragon

In Chinese culture, the Rabbit is a symbol of longevity, peace, and prosperity. 2023 was[...]

South Africa Viewpoint: Regulation changes, load shedding and greylisting a bad cocktail for ZAR

Bottom Line: The ZAR has been a severe underperformer this year, even among fellow emerging[...]

Rand trading at a discount to fair value

Bottom Line: Since the last report in March, the ZAR appears to have consolidated its[...]

SA’s greylisting and the impact on the ZAR

Bottom Line: Greylisting has been awaited for several months, driven by the fact that the[...]

Risks are rising amid ZAR weakness

Bottom Line: The economies of the US and Eurozone are proving more resilient than expected,[...]