Monthly FX Dashboard – November 2023
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Warring thoughts on Israel vs Hamas
Key points Geopolitical developments are often difficult to understand and usually quite complex. In most[...]
October 2023 Monthly FX Update
Summary of macro-economic research views: Inflation: Disinflation as a trend remains intact, although the bias[...]
Monthly FX Update – September 2023
Summary of macro-economic research views: Inflation: Disinflation as a trend remains intact, although the bias[...]
China’s Economy and Global Repercussions
The economic situation concerning China’s economy serves as a cautionary reminder about the unpredictability of[...]
How surging US Treasury yields are impacting the ZAR
Bottom Line: Concern over the state of the US fiscus has led to a surge[...]
Monthly FX Update – August 2023
Summary of macro-economic research views: Inflation: Disinflation remains the trend, with headline inflation in SARB’s[...]
Macro economic research FX dashboard – July 2023
A visual roundup of FX Indicators Summary of macro-economic research views: Inflation: Inflation continues[...]
ZAR still extremely undervalued, but its recovery through June offers some relief
Summary of Key Points: As bad as the ZAR’s performance was in May, it was[...]
ZAR Monthly FX Dashboard – June 2023
Summary of macro-economic research views: Inflation: Inflation continues to trend lower. The May inflation picture[...]