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.…
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The great rate switcheroo about to impact your cash
It’s time to bid Jibar goodbye and welcome Zaronia: the main new rate for South African loans, bonds and derivatives…
How Joburg’s budget destroys the SARB’s balancing act
Joburg’s tariff increases gravely undermine the Bank’s efforts to rein in inflation, and compound the misery of higher interest 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…
The week ahead: Kganyago gets set to pull the rates trigger
Mark your calendar: here is the political and economic news to watch out for this week…
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…
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%…
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…
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Mining hopes clouded by cadastre concerns
Mining companies are losing patience as licensing system delays and…
Why the Capitec sceptics keep getting it wrong
The bank looks expensive yet keeps proving the doubters wrong.…
I’m going to buy SpaceX; I’m pretty sure I’ll regret it
SpaceX’s IPO looks risky, but sometimes the best stories –…
Fitch upgrade is a starting point, not the finish line
Fitch’s upgrade rewards Treasury’s fiscal discipline, but sustained growth will…
