Gold’s perfect storm: why I turned bullish
Despite headwinds from weaker Asian demand, rising yields, and risk-on sentiment, shifting market dynamics suggest gold is regaining value.
#oilprice
Temporary fuel tax cuts blunt impact of crude spike
The main pressure on petrol prices is coming from global crude markets and freight costs rather than taxes alone.
Sanlam: clients need advisers’ counsel in a more fragmented world
Global shocks may be getting harder to forecast, and the real task is constructing portfolios that can withstand a wider range of outcomes.
‘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.
SARB revises near-term inflation higher, shifts rate bias amid oil shock
Baseline inflation is seen peaking at 4% in Q2, with scenario analysis pointing to possible rate hikes if second-round effects emerge.
