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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Domestic focus on jump in oil prices

The past week saw hopes of a quick end to the Iran war dwindling. The...

Post-MPC meeting highlights rates uncertainty

The key takeaway from the post-MPC roundtable between economists and the Reserve Bank this morning...

Reserve bank adopts wait-and-see, as expected

Despite the dramatic jump in global oil prices over the past few weeks, the Reserve...

Iran war scenarios: SA impact

This war is the definition of uncertainty. Where it goes depends almost as much on...

Expectations turn from rate cuts to rate hikes

With no let-up in the disruption to sea traffic through the Straits of Hormuz, oil...

Absence of rate cuts endorsed by Fed

As expected, the Federal Open Market Committee of the US Fed left the Fed Funds...

Interest rate cuts off the table

In a dramatic week of massive volatility in oil prices, the war in Iran heightened...

Update on potential fuel price increases and inflation

Even though the immediate inflationary impact of recent fuel price increases is dramatic, it has...

Oil shock: Scenarios for SA inflation

The current Middle East war continues to evolve rapidly. As such, its impacts change daily.

...

Q4 economic performance similar to Q3

The South African economy in Q4 grew very much in line with the patterns seen...

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