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…
Suggestions
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…
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.…
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…
Most Read
What place do alternatives have in South Africa’s future?
A discussion between Rob Rose, and Reginald Labuschagne, head of…
Point break for the gold price
A frenzied gold rally in January has long since cooled,…
Lewis: debt, with a side of furniture
Lewis’s market-beating success is powered as much by credit as…
FDI stands for FOREIGN direct investment
South Africa needs to be careful that it doesn't repel…
