Macro Risk Report June 2023
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Macro Risk Report - Feb '23
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Macro Risk Report - Jan '22
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Macro Risk Report - Nov '22
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Macro Risk Report - Oct '22
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Macro Risk Report - Sep '22
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Construction & Heavy Industry Dashboard - Aug '22
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Construction Dashboard - Aug '22
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Extremely disappointing Q3 GDP figures
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Fuel price impact on inflation
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SOE Asset Management Company
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Looking ahead to SARB rate decision
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Huge increase in fuel prices
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Analysis of US FOMC Meeting
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European Central Bank (ECB) delivers a 0.25% hike with further tightening signalled
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Will yesterday's Fed Funds rate hike be the last?
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Fed Funds Rate may have peaked, rates expected to remain on hold
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Sharp decline in oil prices augurs well for fuel price outlook
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Budget 2023: Unsurprising, optimistic assumptions
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Budget 2023: Credibility of revenue forecasts is key
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Renewed fears of higher interest rates for longer
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Strength in US economy causes Dollar to strengthen
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SONA skepticism, Rand falls on risk-off sentiment
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Another comprehensive SONA, but not any more credible
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Can Ramaphosa really regenerate confidence
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Optimism about interest rates peaking dented by strong US employment figures
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Fed hikes by 0.25%, but market discounts future hikes
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Inflation set to fall despite renewed fuel price increases
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Forecast Update - Q4 2023 [Summary]
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Forecast Update - Q3 2023 [Summary]
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Forecast Update - Q2 2023 [Summary]
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Forecast Update - Q1 2023 [Summary]
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Automotive Forecasts - Q4 '21
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Outlook for the South African Economy Q4 2021
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Outlook for the Global Economy Q4 2021
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Macro Forecast Update Summary - Q4 '21
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Macro Forecast Update - Q4 '21
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Financial Markets: 4 Dec '23
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Highlights of the past week: 01 Dec 2023
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Highlights of the past week: 27 Oct '23
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Financial Markets: 18 Sep '23
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Financial Markets: 11 Sep '23
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Financial Markets: 11 Sep '23
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Highlights of the past week: 8 Sep '23
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Highlights of the past week: 1 Sep '23
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Financial Markets: 19 Jun '23
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Highlights of the past week: 15 Jun '23
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Financial Markets: 12 - 16 Jun 2023
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Highlights of the past week: 9 Jun '23
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Financial Markets: 5 Jun 2023
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Highlights of the past week: 2 Jun '23
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Financial Markets: 02 May 2023
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Financial Markets: 20 - 24 Feb 2023
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Financial Markets: 6 - 10 Feb 2023
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Highlights of the past week: 3 Feb '23
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