Financial markets fall on Trump’s Fed comments
Why does this matter to me? The past week saw a resumption of losses on global financial markets linked to […]
Recap & Outlook : 22 Apr ’25
Why does this matter to me? Last week finally brought some reprieve from the relentless global tariff crisis, but the
FX Wake Up Call 22 Apr ’25
The flow of local economic data will resume after the Easter holiday, with the February edition of the SARB’s leading
Currency Weekly : 17 Apr ’25
Key points: • Trump’s policies push the US toward recession, pressuring the Fed to cut rates. The overvalued USD is
FX Wake Up Call 17 Apr ’25
South African retail sales growth slowed to 3.9% y/y in February from 7.0% y/y in January. The latest figure came
SARB admits to deteriorating growth outlook
Why does this matter to me? Not surprisingly, two overriding themes emanated from the Monetary Policy Forum held by the
Retail Sales – Feb ’25
What happened South Africa’s retail sales grew by +3.9% y/y in February, slower than January’s growth of +7.0% y/y. February’s
Interest rates in a volatile environment
Why does this matter to me? Our latest forecast (as of 14 April 2025) anticipates a single -0.25% interest rate
FX Wake Up Call 16 Apr ’25
Today, the local data card will be headlined by February retail sales numbers. Recall that South Africa’s retail sales grew
Quarterly Client Presentation: 15 April 2025
In case you missed our Quartely Client Presentation : Trump Tariff Flip Flops