Financial Markets : 17 Feb ’25
In this week’s report ZAR Insight – Tariff threats appear to be underlining, not helping the USD Fixed Income & […]
FX Wake Up Call 17 Feb ’25
A busy week lies ahead for SA-exposed investors, who will have official Q4 unemployment numbers (Tuesday), consumer inflation stats (Wednesday),
Recap & Outlook: 17 Feb ’25
Recap & Outlook is a single report focused on the key developments of the week that was and the week
Tariffs threaten growth amidst uncertainty
Market sentiment fluctuated as higher-than-expected US inflation clashed with weak retail sales and factory output, raising concerns about economic growth.
FX Wake Up Call 14 Feb ’25
The SARB has concluded its research on lowering the country’s inflation target and believes a lower goal would be beneficial,
Currency Weekly : 14 Feb ’25
The USD remains significantly overvalued on a REER basis, supported by Trump’s policies, European economic risks, and a resilient US
Mining Production – Dec ’24
Mining production contracted by a disappointing -2.4% y/y in December, from -0.9% y/y in November. The print also underperformed consensus
FX Wake Up Call 13 Feb ’25
US Treasury yields surged as January CPI inflation exceeded expectations, reinforcing the Fed’s cautious approach to rate cuts. Core CPI
FX Wake Up Call 12 Feb ’25
Fed Chairman Powell testified before the Senate Banking Committee yesterday and is set to deliver the same message to the
Manufacturing Production – Dec ’24
Manufacturing production declined by -1.2% y/y in December, up slightly from the -1.9% y/y (revised) contraction seen in November. For