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…
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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…
‘Go get your own oil’, Trump tells allies
US President Donald Trump has lashed out at allies, saying that securing the Strait of Hormuz is ‘not for us’…
Fuel levy relief: The problem isn’t money, it’s political will
The pain of petrol and diesel price hikes could be offset by temporarily reducing the fuel levy. That requires the ANC to act –…
What history says about investing during the Iran war
The Iran conflict has rippled through commodity, currency and equity markets. But the biggest risk for investors is not war, but how they respond…
Trump offers 15-point ceasefire plan to Iran
The US has submitted a ceasefire plan as it prepares to send an additional 1,000 troops to the Middle East…
Trump stays strikes on Iran on back of ‘talks’
Trump says US and Iran are talking. His claim is eliciting market cheers and plenty of scepticism…
Iran threatens infrastructure strikes in face of Trump ultimatum
Israel has launched a new wave of attacks on Tehran as Iran threatens to start hitting Gulf power and desalination plants…
What if Trump is (annoyingly) right?
Trump’s Iran war looks reckless. But if Tehran’s military and proxy powers are being systematically weakened, his critics may be missing something…
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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Motsepe’s ARC ruled not liable for breach in Pula dispute
ARC has won a legal battle against Pula in South…
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Pheladi Sethusa’s new podcast does a dive into South African…
Emergency savings: The boring habit that pays off
Research shows 87% of South Africans lack adequate emergency savings.…
US pivots to economic warfare on Iran
From dropping bombs to pressuring banks, the US is upping…
