SA Trade. A monstrous R21.8bn surplus — the fattest treasure chest since March 2025. Inflation. Core inflation crept to 3.2% — a spooky rise not seen since February’s 2025 haunt.
Crescendo of Growth. South Africa’s economy grew 0.8% in Q2 2025, its strongest quarterly crescendo since Q2 2023. Pianissimo Expectations. SA inflation expectations dropped to record lows over the month.
Market and Economic Summary January was a month full of newsworthy events, including the change in leadership in the US, the additional player in the Artificial Intelligence (AI) race, as well as continued policy uncertainty surrounding the direction of inflation and...
Market and Economic Summary The year 2024 ended on a subdued note, with most equity markets posting negative returns in December. While the US Federal Reserve delivered a widely anticipated 0.25% rate cut, the hawkish tone of its accompanying statement unsettled...
