FX Wake Up Call 20 Jan ’25
Donald Trump will be sworn in as the 47th president of the United States today. It is, therefore, worth reiterating […]
Ironies & contradictions of a Trump presidency
Trump’s policies may widen wealth gaps, impacting wages, job stability, and housing affordability, while his trade, immigration, and debt decisions
FX Wake Up Call 17 Jan ’25
South Africa’s government is working closely with the Johannesburg Stock Exchange (JSE) to explore listing struggling state-owned enterprises (SOEs) on
FX Wake Up Call 16 Jan ’25
Yesterday’s US CPI data provided markets with some relief, as it kept alive the idea that disinflation is still in
FX Wake Up Call 15 Jan ’25
Traders have reduced their expectations for interest rate cuts in South Africa this year, with forward rate agreements (FRAs) now
Forecast Update Q1 2025
Our latest forecast sees little immediate upside benefit to the current GNU arrangement in 2025. Businesses in South Africa would
FX Wake Up Call 14 Jan ’25
In the absence of any domestic data of any relevance, the market’s focus should fall on offshore developments today. In
Financial Markets : 13 Jan ’25
Strong US data has driven US Treasury yields higher and refuelled the US exceptionalism trade, which looks set to extend
Dollar & oil surge, whilst asset prices fall
Last week, expectations for further decreases in US interest rates diminished. This decline in expectations was evident in the Fed
FX Wake Up Call 13 Jan ’25
Last week, the local narrative of de-industrialisation, escalating fears over the possibility of board US trade tariffs, and a strong