Domestic focus on jump in oil prices
The past week saw hopes of a quick end to the Iran war dwindling. The realisation that inflation prospects entailed […]
Post-MPC meeting highlights rates uncertainty
The key takeaway from the post-MPC roundtable between economists and the Reserve Bank this morning was the climate of uncertainty
Reserve bank adopts wait-and-see, as expected
Despite the dramatic jump in global oil prices over the past few weeks, the Reserve Bank left the repo rate
Iran war scenarios: SA impact
This war is the definition of uncertainty. Where it goes depends almost as much on what Trump is feeling that
Markets start to price in war escalation
Gold is failing to provide its usual support amid heightened uncertainty and risk. It’s currently down close to -15% since
Expectations turn from rate cuts to rate hikes
With no let-up in the disruption to sea traffic through the Straits of Hormuz, oil prices rose by a further
PPI – February ’26
Producer price inflation slowed beyond consensus estimates of +2.0% y/y to +1.8% y/y in February from +2.2% y/y in January.
