Monday, September 15, 2025

Will rate hikes work for inflation?

There are senior voices in the Fed who aren't convinced that US inflation is being caused by the usual suspects. If that's the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.

British pound: the new emerging market currency?

TreasuryONE's Andre Botha looks at the volatility in the pound in a week that is almost devoid of data.

After DIY stocks have been hammered, are there opportunities?

DIY stocks have taken a beating this year as things cooled off after the pandemic. Are we at the point where there are opportunities in the market? Chris Gilmour gives us his view.

TreasuryONE webinar: Inflation, recession and the US dollar

In the latest TreasuryONE webinar, Wichard Cilliers and Andre Botha unpack the macroeconomic landscape and answer questions from attendees at the end.

The dollar blows them all away

Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn't so great anymore.

A check-in on the hotel sector

With a focus on City Lodge's recent results, Chris Gilmour gives an encouraging view on the local tourism sector.

Russia mobilises

As Putin mobilises troops for Ukraine, the macroeconomic picture continues to deteriorate. Will this move make a significant difference in the war, or will it be more of the same for Putin? Chris Gilmour gives his view.

Massmart has posted the Walmart circular

Holders of Massmart ordinary shares (“Ordinary Shareholders”) are referred to the joint firm intention announcement published by Massmart and Walmart on 1 September 2022 (“Firm Intention Announcement”) regarding a proposed offer
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