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Monthly Insights: April 2019

By | 2019-04-08T16:27:12+00:00 April 8th, 2019|Finance, General, Watch This|

  Executive Summary Despite the recent uptick in the international Brent price, it is still 2% lower than it was a year ago. Global growth is easing, and demand-pull inflation is receding, dampening the global inflation trajectory. Furthermore, global commodity prices remain low because of the slowdown in key consumer, China. All these [...]

The African aviation industry is still growing

By | 2019-04-17T11:17:10+00:00 March 20th, 2019|Aircraft Finance, Investment Banking, Watch This|

https://www.youtube.com/watch?v=STkuIYIa_uE By James Geldenhuys, Head of Aircraft Finance; Nedbank CIB Africa comprises 2.2%* of the global market in terms of Revenue Passenger Kilometers (RPK), which measures actual passenger traffic. This might be a small number on a global scale but is certainly substantial on its own.  According to Boeing’s recent Market Outlook, 1190 [...]

Monthly Insights: March 2019

By | 2019-03-11T13:20:38+00:00 March 11th, 2019|Finance, General, Watch This|

  Executive Summary There has been a broad decline in inflation rates across the world, including a sharp downward surprise in our own (SA) inflation print for January. Lower energy prices, a decline in raw material and machinery costs, as well as falling demand-pull inflation have been key reasons for the falling inflation trajectory [...]

Monthly Insights: February 2019

By | 2019-02-17T20:12:44+00:00 February 17th, 2019|Finance, General, Watch This|

  Executive Summary· In the past month, we have seen global central banks capitulate, along with some EM central banks, as a result of lower global growth, inflation metrics and trade activity. Further geopolitical risks in the form of trade wars and tighter financial conditions exacerbated the capitulation. In the past month, we have also seen [...]

Monthly Insights: December 2018

By | 2018-12-11T10:59:26+00:00 December 11th, 2018|Markets and Research, Watch This|

Executive Summary ·        After sounding increasingly hawkish since its September meeting, the US Fed has come to the realisation that it may need to reassess its policy tools, and its tightening strategy. While domestic macroeconomic data remain upbeat, cracks have started to emerge in the form of a slowdown in business capex spending, tighter global [...]

Monthly Insights: November 2018

By | 2018-11-09T10:44:14+00:00 November 9th, 2018|Markets and Research, Watch This|

    Executive Summary ·   SA’s real economy has presented mixed signals in the high-frequency prints we have seen thus far for Q3. Mining production is likely to represent a key drag on Q3 real GDP growth, while manufacturing production surged by 1.9% in the three months to August and likely contributed positively [...]