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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MTBPS: Windfall largely absorbed by spending

The MTBPS lands on stronger revenue but a weaker economy than the February Budget assumed.

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Bond yields remain high, threatening equity bubble burst

Although global bond yields did not rise further this past week, they remained near all-time...

Inflation to rise well above 5%

The steep increases in fuel prices this evening follow fairly substantial increases in September as...

Running Dry: Diesel Export Bans and Who Gets Left Short

This piece was authored by ECMX’s sister company, ETM Analytics The world’s diesel market has...

Positives and negatives of SARB Quarterly Bulletin

The Reserve Bank’s Quarterly Bulletin covering the Q2 national accounts highlights key weaknesses in the...

No surprise that Reserve Bank’s policy rate is raised

The unanimous decision of the South African Reserve Bank’s Monetary Policy Committee (MPC) to increase...

Fed’s hawkish move boosts chances of domestic rate hikes

The US Federal Reserve Board’s Federal Open Market Committee (FOMC) increased the key US Fed...

Trump running against the tide on two fronts

It is fascinating, yet alarming, to see how President Trump appears to be pushing back...

Surge in oil prices and bond yields

The surge in oil prices, which began two weeks ago on the realisation that the...

Q2 GDP marks weakest outcome in almost two years

South Africa’s GDP contracted by 0.2% on a q-o-q seasonally adjusted basis in Q2.

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