The Legacy Series eBook is ready (free on request). Too Busy? Got Better Things to Do? Read the Summary… This Week’s Roundup: SA inflation hit 4.0% in April, household debt stress is deepening with 41% of credit-active South Africans in default, and the JSE is lagging Wall Street. In the US, Q1 GDP was revised […]
The Legacy Series eBook is ready (free on request). Too Busy? Got Better Things to Do? Read the Summary… This Week’s Roundup: The SARB hiked the repo rate by 25bp to 7% on 28 May — its first hike since 2023 — with four of six MPC members in favour. SA inflation jumped to 4.0% […]
Too Busy, Got Better Things to Do? Read the Summary… This Week’s Roundup: SA inflation jumped to 4.0% in April, markets pricing two rate hikes by year-end with a 25bp hike expected at the May 28 MPC meeting. IIF cut SA’s 2026 growth forecast to 1.3%. Q1 trade surplus tripled to R77bn. US deficit projected […]
The Legacy Series Blog/Post series is now complete and will be published in a free eBook next week. If you missed any of them, here are the links again. Your summary with links, if you’d like to curate your content: US Inflation Concerns: April US CPI hit 3.8%, its highest in three years, driven primarily […]
The Legacy Series Blog/Post series is now complete and will be published in a free eBook shortly. If you missed any of them, here are the links again. Your summary with links, if you’d like to curate your content: The EU Anti-Coercion Instrument (ACI) – An Explainer The ACI, nicknamed the “trade bazooka,” is the […]
Your summary with links, if you’d like to curate your content: Broadening Oil Spill: Nine weeks in, the Strait of Hormuz remains closed with no serious negotiations underway. Brent crude topped $120/barrel mid-week before settling around $110 — its highest of the conflict — aided by the UAE’s withdrawal from OPEC+. UK 10-year gilts broke 5% […]
Your summary with links, if you’d like to curate your content: Market Volatility? Despite the Iran conflict and Trump’s executive-order style of governance, the S&P 500 hit a new all-time intraday high. Realised volatility under Trump’s second term has so far matched the calm Biden years — a surprising finding that may signal late-cycle market […]
I was covering for Michael Avery on his Classic Business show last week, and had some very interesting interviews. I can recommend listening to my chat with Simon Brown on ETFs. Your summary with links, if you’d like to curate your content: All-Time Highs Are Here Again! The S&P 500 and Nasdaq 100 surged 10.7% […]
Your summary with links, if you’d like to curate your content: Whiplash Yet? The market euphoria following the ceasefire announcement raises serious questions. The truce appears to enshrine Iran’s ability to charge shipping through an international waterway — something that would have been unthinkable weeks ago. Inflation expectations remain elevated, the Fed is priced for […]
Your summary with links, if you’d like to curate your content: A volatile week across global markets. The JSE remains ~10% below its February high, while the SARB held the repo rate at 6.75% amid rand weakness and rising oil prices. South Africa’s GDP grew 1.1% in 2025. The US Fed held rates steady as […]