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Closing in on terminal rates
Abounding signals and indicators of weakening economies and lower consumer price inflation (CPI) are appearing, while supply chain...
rsa-am
Dec 1, 20223 min read
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A Looming battle: Increasing interest rates vs OPEC production cuts - 5 October 2022
Large parts of the world economy are due to enter recessionary territory in the fourth quarter of 2022. Uncertainty, however, remains on...
rsa-am
Nov 22, 20223 min read
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Engineering demand destruction to “satisfy” lower supply - 1 September 2022
An expanded world economic downturn - caused by politically driven supply disruptions and aggravated by interest rate increases - is very...
rsa-am
Nov 22, 20223 min read
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Wars, rising inflation, higher interest rates, lower economic growth – possible recession in 2023
March was, as expected, characterised by central banks increasing interest rates to contain runaway consumer price inflation (CPI),...
rsa-am
Apr 6, 20222 min read
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Inflation and interest rate changes are expected to dominate 2022
Indications are for “less-COVID-19-disruptive-but-still-lower” global economic growth; high but declining global consumer price inflation...
rsa-am
Feb 1, 20223 min read
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RSA Market Watch - June 2021
SA’S REAL ECONOMY In April 2021, the IMF raised its forecast for SA real GDP growth to 3.1% for 2021 and 2.0% for 2022, from 2.8% and...
rsa-am
Jul 5, 20213 min read
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WORLD ECONOMIC GROWTH REVISED UPWARD - AGAIN
Economic growth rates for 2021 and 2022 are being revised upward on a regular basis in especially developed markets who provided an...
rsa-am
May 3, 20213 min read
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International equities recovered
March 2021 Share markets, exchange rates, commodities, international developments, domestic economic indicators International equities...
rsa-am
Apr 1, 20212 min read
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rsa-am
Mar 18, 20210 min read
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Earlier increases in US interest rates are now expected, which negatively affected equities
February 2021 Share markets, exchange rates, commodities, international developments, domestic economic indicators A strong showing in...
rsa-am
Mar 1, 20212 min read
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Following a strong December, international equities took a breather in January
January 2021 Share markets, exchange rates, commodities, international developments, domestic economic indicators Following a strong...
rsa-am
Feb 1, 20212 min read
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Our 2021 Asset Allocation Views
Let's first review recent asset class performances: The last decade has been filled with event risks including the Great Financial...
rsa-am
Jan 19, 20212 min read
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International markets performed strongly in December, ending the year in positive territory.
December 2020 Share markets, exchange rates, commodities, international developments, domestic economic indicators International markets...
rsa-am
Jan 4, 20212 min read
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Biden’s “victory”, as his policies are not as pro-US$ as the current policies of Donald Trump
November 2020 Share markets, exchange rates, commodities, international developments, domestic economic indicators Markets performed...
rsa-am
Dec 1, 20202 min read
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A Democrats win will change US policies drastically – with concomitant effects on financial markets
October 2020 Share markets, exchange rates, commodities, international developments, domestic economic indicators October struck again! A...
rsa-am
Nov 1, 20202 min read
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Events weighed heavily on financial markets during September
September 2020 Share markets, exchange rates, commodities, international developments, domestic economic indicators A pull-back in...
rsa-am
Oct 1, 20202 min read
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Investors shifting to countries offering higher returns and to commodities such as gold
August 2020 Share markets, exchange rates, commodities, international developments, domestic economic indicators By far the biggest...
rsa-am
Sep 1, 20202 min read
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International central banks will continue to support economies and markets for a long time
July 2020 Share markets, exchange rates, commodities, international developments, domestic economic indicators A number of countries...
rsa-am
Aug 3, 20202 min read
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Caution should be exercised as to the outlook for equities
June 2020 Share markets, exchange rates, commodities, international developments, domestic economic indicators Internationally the strong...
rsa-am
Jul 1, 20202 min read
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May 2020 - The sharp decline in March was overdone
Share markets, exchange rates, commodities, international developments, domestic economic indicators The strong recovery in financial...
rsa-am
Jun 1, 20202 min read
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