Revised Budget also met with disappointment
The revised 2025/26 Budget, tabled after last month’s rejection of a 2% VAT hike, proposes a smaller 0.5% increase this […]
Trump flip-flops raise spectre of recession
Equity markets extended their losses as the US imposed a 25% tariff on global steel and aluminium imports, later raising
FX Wake Up Call 12 Mar ’25
This afternoon, Finance Minister Godongwana will unveil the revised budget, marking the second round of deliberations as investors keenly await
Possible Budget Outcomes
The GNU postponed the 19th Feb Budget over the 2% VAT hike proposal. This opens the door to other alternatives
FX Wake Up Call 11 Mar ’25
Stock markets are plummeting due to fears that an escalating trade war under the Trump administration could stunt economic growth
Financial Markets : 10 Mar ’25
In this week’s report ZAR Insight – ZAR retreats as US seeks to cut federal funding, but Budget this week will
Trump tariffs create volatility and uncertainty
The past week was characterised by daily flip-flops by President Trump regarding tariff policy and other issues. This generated much
FX Wake Up Call 10 Mar ’25
On Friday, the ZAR retreated from what had promised to be a remarkable week. Reports emerged that the Trump administration
Recap & Outlook : 10 Mar 25
Disappointingly, the SA GDP growth rate declined for a third consecutive year in 2024 to +0.6% from +0.7% in 2023.
Trump’s impact on global & local economies
Trump’s unpredictable policies and shifting alliances have bred uncertainty, threatening sustained economic growth. For South Africa, a bigger concern is