FX Wake Up Call 11 Feb ’25
Manufacturing production numbers for December are scheduled for release today, with a -1.6% y/y decline pencilled in as the consensus […]
Rand strengthens despite tariffs & Trump vs. SA
Despite tensions with the US and Trump’s rhetoric on South Africa, the Rand surprisingly strengthened, showing resilience against global market
Recap & Outlook : 10 Feb ’25
Recap & Outlook is a single report focused on the key developments of the week that was and the week
Financial Markets : 10 Feb ’25
President Trump’s actions have sent a strong message to the GNU, highlighting many of SA’s policies as problematic. The ZAR
FX Wake Up Call 10 Feb ’25
It has been an eventful weekend for South Africa – one that has underscored the real-world consequences of political positioning
Gross Reserves – Jan ’25
South Africa’s gold and foreign exchange reserves remained essentially unchanged in January, increasing marginally to $65.9bn from $65.5bn in December.
Unsurprising SONA, scepticism of 3% growth
The State of the Nation (SONA) address to Parliament contained little that was new and exciting. As usual it spelt
Currency Weekly : 07 Feb ’25
In his first SONA as GNU leader, President Ramaphosa stressed the urgency of fixing local government failures to improve service
FX Wake Up Call 07 Feb ’25
President Ramaphosa’s first State of the Nation Address as the leader of the GNU highlighted the urgent need to address
FX Wake Up Call 06 Feb ’25
President Trump’s policies have challenged the global status quo as expected. True to his word, he has disrupted established norms,