Trump blinks but much damage has been done
Why does this matter to me? There was a dramatic rally on global equity markets late yesterday after President Trump […]
FX Wake Up Call 10 Apr ’25
In the latest episode of the global trade war, the Trump administration has zeroed in on China, de-escalating trade tensions
Fears of global recession intensify
Why does this matter to me? The past 24 hours have intensified fears of a global recession arising from President
FX Wake Up Call 09 Apr ’25
President Trump’s “reciprocal” tariffs have hit the global economy with force, imposing a steep 104% levy on China and targeting
FX Wake Up Call 08 Apr ’25
Towards the end of any business cycle, financial markets hold the potential to turn schizophrenic. They can sometimes lack coherence,
Financial Markets : 7 Apr ’25
In this week’s report ZAR Insight – Global stock market rout sees investors rotate away from riskier markets Fixed Income
Reserves – Mar ’25
Why does it matter Increases in South Africa’s gross reserves are welcome as they generally help shield the ZAR from
An economic turning point?
Why does this matter to me? President Trump’s unexpectedly steep tariffs sparked fears of a US and global recession, triggering
FX Wake Up Call 07 Apr ’25
Central banks are confronting a significant shift as investor panic triggers a sharp decline in global stock markets. US President
Recap & Outlook : 07 Apr ’25
Why does this matter to me? The unfortunate coincidence of the US tariff imposition, the passing of the controversial Budget