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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
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
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
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
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
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
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
International equities recovered
March 2021 Share markets, exchange rates, commodities, international developments, domestic economic indicators International equities...
rsa-am
Apr 1, 20212 min read
rsa-am
Mar 18, 20210 min read
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
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
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
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
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
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
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
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
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
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
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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