Monthly Rates Dashboard – November 2023
Key points Tight credit conditions, a weak local economy, and expectations that the global monetary[...]
October Interest Rate Update
Key points: Understanding the inflation outlook is critical to understanding how the SARB might manage[...]
Monthly Rates Dashboard – September 2023
Key points: The local inflation picture and maturity of the global monetary policy cycle suggest[...]
Monthly Rates Dashboard – August 2023
Key points Easing local inflation and the maturity of the global monetary policy tightening cycle[...]
Understanding Central Bank Disparities
Bottom Line: Last week, the SARB held rates on hold. The question at the time[...]
July Interest Rate Update
Key points There has been a significant adjustment lower in domestic inflation and interest expectations[...]
May MPC meeting: SARB implements a 50bp rate hike, but ZAR slide continues
Balance of risks table as per MPC statement Dovish Hawkish Due to intensifying load-shedding,[...]
Negative local economic growth; price SA needs to pay for years of economic maladministration
A visual roundup of Rates Indicators: Bottom Line: There has been a massive reset in[...]
FOMC voted for a 25bps rate hike
In line with expectations, the FOMC unanimously voted for a 25bps rate hike on Wednesday[...]
Summary of Macro-Economic Research Views: April 2023
Summary of macro-economic research views: Inflation: Inflation is expected to start declining convincingly in the[...]
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