Tag:
Interest Rates
Chris Gilmour
Was Powell right about inflation?
Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.
Chris Gilmour
Gradually, and then suddenly?
The September retail sales data is still telling a fairly positive story around the South African consumer. This is a lagging indicator and perhaps that is the key point, as Chris Gilmour explores.
Sponsored
MPC to hike by 75 basis points?
Ahead of the MPC meeting later today and an expected rate hike, Andre Botha of TreasuryONE sets the scene.
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Is the world hitting the brakes?
Andre Botha of TreasuryONE and George Glynos of ETM Analytics present their case for why 2023 has a high chance of being a recessionary year.
Chris Gilmour
Winter is coming and it’s going to bite
Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.
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TreasuryONE webinar: Inflation, rate hikes and recession
The recording of the latest TreasuryONE webinar is available. Watch the video to learn more about the drivers behind the inflation and currency movements that have defined the market in recent months.
TreasuryONE
Rand holding its breath on MPC and inflation number
TreasuryONE looks ahead to the MPC and ECB decisions this week. The expectation is a 50 basis points hike locally, with the SARB caught between a rock and a hard place.
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The Fed shows its hand
Despite the public holidays, there's been plenty going on. After a Fed hike and ECB emergency meeting, all eyes are on Powell's Congress testimony on Wednesday.
