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[...]