Point break for the gold price
A frenzied gold rally in January has long since cooled, but the World Gold Council reckons the precious metal is back at a tipping…
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Inflation expectations put SARB’s next rate call on edge
Oil-shock inflation expectations have jumped even as fuel prices ease, putting the SARB’s July rate call on a knife edge…
Dizzying reversal in oil prices has rates in and out of play
Lower oil prices have eased inflation risks and boosted bonds, but uncertainty over expectations and US rates keeps a July hike in play…
May’s inflation print just made SARB’s next rate call harder
May’s 4.5% inflation print keeps a July rate hike possible, but easing oil prices and an Iran deal may give the SARB room to…
The week ahead: Youth Day at 50
Mark your calendar: here is the political and economic news to watch out for this week…
The hidden warning in the GDP data: consumers are buckling
First-quarter GDP beat expectations at 0.5%, but household consumption fell to a two-year low, signalling economic headwinds amid rising rates.…
Kganyago hikes rates — but bets are off from here
The SARB hiked 25bps to 7% but debated 50 – and its revised inflation and oil assumptions mean a July increase is already on…
Why the SARB should hike rates on Thursday
Higher oil prices, rising inflation and the rand: South Africans need to brace for a 25-basis-point rate hike…
Breaking bad: why rising bond yields should scare you
Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and…
Inflation hits 4%, putting rate hikes firmly in play
South African inflation hit a 20-month high of 4% in April. The fuel surge from the Iran war has shifted the rates conversation to…
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De Beers mothballs Venetia as diamond crisis deepens
The decision comes at an awful time for Anglo CEO…
De Beers fails to dazzle as more buyers withdraw
A consortium led by former CEO Bruce Cleaver has withdrawn…
Going mad at the malls
The tills keep ringing at JSE-listed bricks-and-mortar shopping centres, despite…
Real Politics: the rise of South Africa’s political middlemen
Coalitions have opened a back-room market where unelected negotiators and…
