ZAR sentiment bolstered on GNU and inflation expectations
Key points What started as a consolidative week for the ZAR ahead of this week’s [...]
GNU stress has impacted heavily on sentiment
Key points The formation of the GNU significantly improved sentiment in South Africa, as evidenced [...]
Gold not what it was, but still helps ZAR
Key points: SA might still be classified as a commodity economy, but commodities, specifically gold, [...]
What could spark a US recession?
What could spark a US recession, and how would South Africa cope in a global [...]
2025 Budget First Take
Key points After a failed first attempt at presenting the 2025/26 budget, the revisions tabled [...]
Global Market Update March 2025
Liquidity Tightening and the Federal Reserve Outlook Liquidity conditions in the U.S. financial system continued [...]
ZSI surges to support ZAR but financial market volatility is a risk
Key points: There is a lot that has unfolded through the past eight months. The [...]
A postponed budget is better than a bad budget
Key points After a tense build-up to one of the most anticipated budgets in SA’s [...]
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