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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Reserve bank encouragingly tries to counter risks

In presenting the Financial Stability Review, the South African Reserve Bank highlighted major global financial...

Improvement in Q1 GDP not as good as it seems

Superficially, encouragement might be drawn from the increase in q-o-q seasonally adjusted GDP growth in...

Fear of US rate hikes rocks markets

What had been a fairly upbeat financial environment for much of last week turned sharply...

Can Europe Afford This Fight?

Two Leaders, One Miscalculation

The parallels between Washington’s Iran gamble and Moscow’s failed bid to quickly break Ukraine.

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Reserve Bank post-MPC roundtable discussion

The following are notes from the post-MPC roundtable discussion between the Reserve Bank and economists

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MPC tries to exude confidence in uncertain environment

The decision by the Reserve Bank’s Monetary Policy Committee (MPC) to increase the policy rate...

Can resistance to technology cause financial crash?

In the face of the US-Iran war and the surge in international oil prices with...

South Africa’s Tourism Sector: The Long-Haul Demand Risk is Already Here

Long-haul demand to South Africa is already softening, and it is doing so before the...

Oil prices retreat from midweek highs

The past week was dominated by two factors. The first was the price of oil,...

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