Salary growth steadied in Q1 – but pressure on pay may lie ahead
Inflation has already erased recent gains, and higher fuel costs risk deepening the squeeze on household budgets.
#monetarypolicy
‘At least one’ rate hike likely if inflation worsens
Fuel-price shocks, sticky services inflation, and global pressures are making it harder for the SARB to keep inflation anchored near its new goal, says Sanlam.
South Africa’s new inflation target gets its first big test
The Reserve Bank is not ruling out more rate tightening after successive fuel price jumps have revived inflation risks.
Energy shock shifts rate outlook and raises stagflation risk
A Middle East-driven energy surge is reshaping inflation, interest rate expectations, and portfolio positioning, with direct implications for South Africa.
SA equities still trade at a discount as global markets grow more concentrated, says Discovery
Discovery Invest’s 2026 outlook highlights improved domestic fundamentals, attractive relative valuations, and scope for rate easing.
Ninety One flags shift from US dominance to broader opportunity sets
John Stopford says future market returns may be shaped by different forces than those of the past decade, with implications for South African assets.
SARB clarifies 3% inflation target as policy shifts draw mixed reactions
The MPC’s first rate cut in months underscores the SARB’s view that a lower target can support a gradual easing cycle.
SARB and Treasury align on 3% inflation objective as repo rate holds
Governor Kganyago signals target reform ‘as soon as is practical’ while policymakers pause cuts.
SARB sees path to growth: lower inflation, de-risking, and smarter debt
Reserve Bank Governor Lesetja Kganyago says permanently lower inflation, fiscal consolidation, and reduced country risk could cut interest rates and create space for sustainable growth.
SARB ramps up 3% inflation goal – Godongwana insists on due process
The Reserve Bank’s repo rate cut by 25bps to 7% signals the start of a more accommodative cycle as inflation remains firmly under control.
Can the SARB anchor inflation at 3% without hiking rates?
SARB economist Thuli Radebe explains how targeting lower inflation could ease borrowing costs and support growth – challenging fears that a 3% goal means more interest rate hikes.
Fund managers cautiously optimistic on domestic assets
While bullish sentiment towards equities cools, local assets remain a top pick for 2025, with gold and bonds gaining favour, BofA survey finds.
Rethinking inflation: SARB’s governor on achieving lower rates without sacrificing growth
Having reached the target of 4.5% with ‘little or no cost’, Lesetja Kganyago argues that South Africa can achieve permanently lower inflation and interest rates.
The China bazooka stimulus: risk assets melt up?
Interest rate cuts, infrastructure bonds, and a revitalised stock market – China’s new stimulus package is poised to impact global investment strategies.
AI, digital currencies, and ESG are shaping currency trading strategies
Citadel unpacks currency fluctuation dynamics and how the rand is impacted by global and local events and indicators.
