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…
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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 risk beneath the rally
What is the impact of war, oil prices and geopolitical uncertainty on the global economy – and what it could mean for South Africa’s…
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…
If the oil runs out …
The oil market will run out of road by early August. Which means we need a diplomatic solution to Iran – fast…
Trump calls off strike on Iran
The US president says he’s called off a strike planned for Tuesday at the request of Gulf allies, but warns the military to be…
Shrewd on crude? Riding the Sasol seesaw
Sasol shares are up 50%, to R215, since the start of the war. A year ago they were trading at less than R60. What’s…
Iran fires on, seizes ships in Hormuz
Iran has fired on three ships in the Strait of Hormuz as the US maintains its blockade and diplomacy stalls…
Will oil prices ever truly go back to ‘normal’?
The challenge now may not be the short-term disruption to oil supply, but the realisation that the days of cheap oil are over…
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…
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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,…
Prosus: not just Tencent in a trench coat
Shares in Prosus and Naspers bounced 5% on Monday, thanks…
PODCAST: ‘ListenUp’ – xenophobia in South Africa
Tim Cohen and Mark Barnes dig into the nuances of…
The machine behind the anti-immigrant movement in South Africa
South Africa’s anti-immigrant protests are about more than borders; they…
