Equity indices rebound on better earnings in October Equity markets dismissed concern over the imminent Fed taper as markets focused on...

October was dominated by energy issues all around the world – and these issues are likely to persist, affecting future consumer price...

Sector views steady despite more growth Although our growth expectations for South Africa are above consensus for this year and next,...

Sector views steady despite more growth Although our growth expectations for South Africa are above consensus for this year and next,...

Economies and financial markets were battered in September on account of several events. Some of these incidents – which already caused...

Equity-market indices marginally better after Fed reassurances Equity markets spent August drifting higher, supported by loose monetary...

Despite a surge in COVID-19 (Delta variant) infections which negatively impacts the performance of the US economy, monetary tightening in...

Summary of core macroeconomic and market views Currency Our neutral range for the USDZAR is between 14.50 and 15.25. In the short term,...

Although the International Monetary Fund in its July outlook still expects global growth of 6% in 2021, the composition of the growth...

In June the Federal Reserve estimated economic growth for 2021 at 7.0% (6.5% in March), core PCE inflation at 3.4% (2.4%), and projected...

Economic growth rates continue to surprise at the upside, but in an unequal way. The outlook for the United States (US) remains strong,...

Bond yields continued their upward surge, but at a slower pace as fears of “ultra-high” inflation subsided. At the same time, higher...

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