Viewpoint

Each Viewpoint report offers in-depth analysis of a specific economic event or trend, providing clarity and context on its implications. Covering critical topics such as interest rate changes, policy shifts, or major market movements, these reports break down complex scenarios into actionable insights. Focusing on timely and relevant issues, Viewpoint helps businesses and decision-makers understand how these developments may impact their operations, industries, or the broader economy. With clear data visualisations and expert commentary, these reports ensure clients are equipped to adapt to changes and seize opportunities in a dynamic economic environment.

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A week of central bank decisions: to cut or hike rates

The past week was once again dominated by opinions on whether central banks would cut...

End of year note: 2025 in review

The end-of-year period marks a time of reflection for most South Africans, and for us...

Mixed reaction to much anticipated US payroll data

US non-farm payrolls data was delayed by six weeks due to the US government shutdown

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SARB Quarterly Bulletin: Positive trends emerge

The Reserve Bank’s Quarterly Bulletin for Q3 reveals slight trends pointing in the right direction.

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Lower inflation outlook & improved growth prospects

From an international perspective, the main news this past week was the Fed’s decision to...

Fed cuts rate as expected, with liquidity additions

As widely expected, the US Federal Open Market Committee (FOMC) reduced the Fed Funds rate...

Focus on another FED rate cut

Much of the focus over the past week has been on the rising probability that...

Encouraging slight improvement in GDP across the board

Although the q-o-q seasonally adjusted growth in GDP contracted from 0.9% in Q2 to 0.5%...

Aftermath of G20 dominates

Most of the focus of attention this past week was on the aftermath of the...

Feedback from Financial Stability Review

The Reserve Bank’s Financial Stability Review (FSR) for the end of the year is encouraging,...

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Reports