Mining – Feb ’25
What happened Mining production declined for a fourth consecutive month in February by -9.6% y/y, following January’s revised reading of […]
FX Wake Up Call 15 Apr ’25
After the turbulence of recent weeks, markets greeted today with relative calm, offering investors a chance to shift their attention
Forecast Update Q2 2025
• The Government of National Unity (GNU) has come close to fracturing under the weight of irreconcilable ideologies. • In
Financial Markets : 14 Apr ’25
In this week’s report ZAR Insight – USD/ZAR retreats strongly to target a break back below the 19.0000/dlr handle Fixed
FX Wake Up Call 14 Apr ’25
At the start of the new week, investors will cheer feedback from this weekend’s talks between the GNU’s two biggest
Dollar plunges on uncertainty from Trump
Why does this matter to me? Extraordinary volatility both domestically and internationally in equities, bonds, gold, and the Dollar were
Recap & Outlook : 14 Apr ’25
Why does this matter to me? Escalating US-China tariffs are fuelling global market volatility, weakening the ZAR, and increasing recession
Currency Weekly : 11 Apr ’25
Key points: • The overvalued USD may be showing signs of correction as Trump’s trade war with China pushes the
FX Wake Up Call 11 Apr ’25
Global financial markets have experienced an exceptionally volatile week, with emerging markets, including South Africa, firmly caught in the crosscurrents.
Manufacturing Production – Feb 25′
Manufacturing production remained unchanged in February, declining by -3.2% y/y after January’s print was revised to -3.2% y/y from -3.3%