In a year of elections, Head of Fixed Income Qhivi Tiva argues that the one taking place on 7th November is the one that will be watched the closest, given the wide geopolitical influence and reach of the USA…
Last week, US non-farm payrolls data presented a mixed picture for the US labor market, at a time when the Fed is considering when to begin cutting interest rates. Locally, the Bureau for Economic Research (BER) inflation expectations for 2024 came in lower than in previous periods, welcome news ahead of the SARB rates decision later this month…
With the GNU cabinet announced, markets reacted positively as the retention of Enoch Godongwana signals policy certainty, continuity and fiscal consolidation. The real indicator of its success will be economic performance in the long term…
With Cyril Ramaphosa sworn in for a second term as president for the 7th administration, markets are eagerly awaiting the cabinet announcement over the next few days…
The Federal Open Market Committee (FOMC) dominated financial market news last week, as they opted to keep the federal funds rate unchanged. Meanwhile, the local bond market reacted positively to the announcement of a Government of National Unity…
On June 05 2024, Head of Fixed Invome Qhivi Tiva delivered a masterclass hosted by the CFA society South Africa in collaboration with the Actuarial Society of South Africa. The masterclass was on the evolution, market dynamics and performance of SA inflation linked bonds…
Last week, markets witnessed the first stages of the cutting cycle, after the European Central Bank cut rates by 25bps. Meanwhile locally, ongoing political uncertainty has continued to weaken the Rand…
South African markets continue to trade with caution on uncertainty around coalition arrangements or a minority government following the general election outcome, whilst the European Central Bank has indicated its readiness towards rate cutting in June…
Last week, the Federal Open Market Committee (FOMC) released its May 1st meeting minutes. The minutes were broadly hawkish, weaking the Rand. Locally, this is a big week as SA goes to the polls on Wednesday, and the SARB is set to deliver its rates decision on Thursday…
This is a historic week as South Africa prepares to head to the polls on 29 May for the seventh time since the dawn of democracy 30 years ago. Investors, financial analysts and policymakers are closely monitoring the political landscape to gauge potential outcomes and their subsequent impact on economic policies, investor confidence, and market dynamics…
