Leading Indicator – Nov ’24
The SARB’s composite leading indicator increased to 114.7 points in November from a revised 114.1 points in October.
FX Wake Up Call 28 Jan ’25
Markets are notoriously poor at accounting for extremely low-probability yet highly consequential risks. This is the essence of the “black
Financial Markets: 27 Jan ’25
Data out of the US still seems to hold sway on how the currency markets function. Some stronger US data
Rand vulnerable as GNU on tenterhooks. Potential rate cuts on horizon
The sustainability of the GNU remains uncertain, which could put selling pressure on the Rand in the coming week. Adding
FX Wake Up Call 27 Jan ’25
The DA has declared a dispute within the GNU, citing frustrations with the ANC over adherence to coalition agreements. This
Recap & Outlook : 27 Jan ’25
Recap & Outlook is a single report focused on the key developments of the week that was and the week
Currency Weekly : 24 Jan ’25
The USD has gained support in recent weeks following uncertainty surrounding President Trump’s tariff plans and a decrease in expectations
Uncertainties surrounding Trump’s policies continue
While Trump’s policies may drive market gains in the short term, rising inequality and public debt could lead to long-term
FX Wake Up Call 24 Jan ’25
This morning, the Bank of Japan (BOJ) resumed hiking interest rates, after holding rates steady since its hike in July