CPI

Monthly Insights: May 2019

By | 2019-06-03T14:23:38+00:00 May 10th, 2019|Finance, General, Watch This|

  Executive Summary Inflationary pressures picked up in March and April due to higher energy costs in the West and elevated food inflation in some Asian countries. In its latest World Economic Outlook (WEO) release, the IMF revised its global growth projection down to 3.3% for 2019 from 3.5% previously, predominantly as a [...]

Daily Market Commentary: 17 April 2019

By | 2019-04-17T11:16:24+00:00 April 17th, 2019|Markets and Research|

Today we are taking a look at: SAGB yield curve rises as liquidity is thin in shorter week, eyes on CPI today Local focus today on the CPI release Oil rose toward a five-month high after an industry report signaled an unexpected drop in U.S. crude inventories last week, adding to the picture of a [...]

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 [...]

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 [...]

Daily Market Commentary: 14 January 2019

By | 2019-01-14T09:33:09+00:00 January 14th, 2019|Markets and Research|

Today we are taking a look at: Yields higher, front end reprices sharply but remains relatively illiquid Emerging markets hold onto gains made in the week Oil extended its retreat as investor appetite for risk assets shrank and uncertainty persisted over how much OPEC output will need to be cut to counter booming Asian markets [...]

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 [...]