The week ahead: sharp spike in inflation expected
Mark your calendar: here is the political and economic news to watch out for this week…
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Fuel relief puts Godongwana (and Kganyago) in a bind
Treasury’s fuel-price relief ends in July, and if the Iran war drags on, the prime interest rate could surge above 11.5%…
Crime stalls solar uptake
Findings show that almost all households share a common fear – they worry that solar panels can be stolen…
Inflation looks contained. But just wait …
March CPI rose to 3.1%, within the SARB’s 3% target band, but the Iran conflict’s oil price shock is set to push April inflation…
Why South Africa is so vulnerable to the Iran war
The Iranian oil shock is reversing South Africa’s modest recovery, exposing structural weaknesses in energy, investment and household spending…
The Hormuz shock didn’t break markets – it repriced them
Oil is still flowing – but at a higher structural cost. This is what the Hormuz repricing means for inflation, rate expectations and bonds…
Phew! Relief at the fuel pumps, but rate risks linger
Godongwana’s fuel relief buys policymakers breathing room, but economists warn the inflation risk isn’t gone – just deferred…
Why South Africa needs to brace for rate hikes
Rates hikes are on hold, and unless there’s a speedy resolution in Iran, consumers are looking at the prospect of sharply higher debt costs…
South Africans rue gold’s plunge — and it could get a heap worse
Global markets – aside from gold and PGMs – have been hardly rattled by the Gulf conflict. Should peace not break out, that could…
Fuel relief? Give up already, it isn’t coming
Treasury says it has no money to cushion South Africa’s fuel shock, as economists warn April’s petrol and diesel hikes will drive inflation higher…
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US, Iran trade claims over control of Strait of Hormuz
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