This week, Dawn and Jonathan discuss the buoyant markets, including the surprise bump from Oracle. Is 3% the new normal for inflation in the West, and with the 25 bps drop in interest rates backed in, might we see 50bps?
The podcast to this newsletter can be listened to here. Market and Economic RoundupSouth Africa: Real GDP growth of 0.8% in Q2 2025, driven by manufacturing, mining, and trade sectors. This is still very low, but at least it is positive. Headline inflation rose to 3.5% in July, the highest since September 2024, mainly impacted by […]
The podcast to this newsletter can be listened to here. Market and Economic Roundup Week 36 Year-on-year, the JSE is still showing returns well above average. South Africa 1. Job Losses Deepen: South Africa lost 291,000 jobs recently as major companies exit and retrench, worsening the already high unemployment rate. 2. The B20 Summit in […]
Every day we investors have yet more investment choices piled onto our already overloaded buffet plate – we know that we’re not going to be able to eat them all, and have to make some choices – so what do we do? Put a little bit of each on our plate and hope for the […]
The podcast to the newsletter can be found here. Market and Economic Roundup South Africa South Africa’s currency is on track for its biggest August gain in two decades, with stocks not far behind, as a weakening dollar spurs demand for high-yielding assets outside the US. The rand is up 3% against the greenback this […]
I understand the pushback on advisors that insist on doing you a plan, only to give you some CRM cookie-cutter report, heavy on where you need to spend more, but light on real insight – it’s a great way to justify parting you from your money into grudge purchases, right? Absolutely, that is what they […]
The podcast to this newsletter can be listened to here. Market and Economic roundup RSA Over the past week, the South African markets have demonstrated resilience amid mixed economic trends. * The FTSE/JSE All Shares Index reached 101,750 points on August 21, 2025, marking a 0.69% daily increase and a robust 2.44% gain for the month, […]
This newsletter is also available in podcast format. It can be found here Markets and Economics RSA US Tariff on SA Exports: The US’s new 30% tariff is impacting South African exports, leading the government to respond with strategic trade initiatives and negotiations. The move is expected to weigh on export volumes and local growth. […]
For most of us during our working lives the question that is usually top of mind, and most often asked when first embarking on formal retirement savings, is ‘when’ are you going to retire – that ‘event’ date. Retirement today is not what it was for our parents, and not even what it was a decade or two ago. […]
The podcast to this newsletter can be listened to here Markets and Economics RSA: US Tariffs Threaten South African Exports: The United States has announced new 30% import tariffs that pose significant risks to South Africa’s economy, particularly industries reliant on US trade. This could hurt key export sectors and worsen the trade deficit. Despite […]