Economic and Market Overview September 2022 Global The last 15 years represent a truly remarkable time in the global economy and markets. From the Bear Sterns leverage credit hedge funds collapse in 2007 to the war in Ukraine, the last [...]
Economic and Market Overview August 2022 Global From inflation to recession. This was a dominant theme in macro-economic analysis in July. Inflation in most developed markets has likely peaked and attention has now shifted to the likelihood of recessions occurring [...]
Economic and Market Overview July 2022 Global June saw a sharp increase in volatility and risk aversion in capital markets around the world as equity and bond markets alike sold off. At the start of the year, many equity markets [...]
Economic and Market Overview June 2022 Global Economic growth around the globe is likely to be lower than was anticipated at the start of the year. Combined with the war in Ukraine, strict COVID-19 lockdowns in China, higher inflation for [...]
Economic and Market Overview May 2022 Global Rising inflation and increasing interest rates are front of mind for most investors as the effects of the war in Ukraine seem to be priced into markets. Jerome Powell, chairman of the US [...]
Economic and Market Overview April 2022 Global Global news in the first quarter of 2022 was overshadowed by the events in Ukraine, which caused major moves in financial markets around the world. Commodity prices exhibited extreme volatility which spilled over [...]
Economic and Market Overview March 2022 Global “War in Europe!” Who would have thought a few years ago that this would be a reality? The armed conflict has been dominating news flow since Russian armed forces entered Ukraine on the [...]
2022 National Budget Highlights Presented with a range of possible choices for the R180 billion revenue overrun in 2021/22, Finance Minister Enoch Godongwana chose to apply as much of that windfall as possible to reducing government debt, demonstrating his determination to [...]
Economic and Market Overview February 2022 Global The start of the year heralded an unpredicted slowdown in economic growth, lingering inflation, and many guesses regarding the pace of interest rate increases around the world. According to the International Monetary Fund’s [...]
Economic and Market Overview January 2022 Global 2021 saw most developed countries emerge out of their pandemic lockdown-related recessions while emerging markets continued to struggle with vaccination roll-outs. The discovery of the Omicron variant of the Covid-19 virus gave investment [...]
