Tuesday, September 16, 2025

Traders lowering expectations for more aggressive rate hikes by Fed as US economic growth starts to slow

Ironically, a slowing US economy has tempered expectations of aggressive rate hikes, which is bullish for equities and bearish for the dollar.

Some positives for the rand to hold on to

The rand staged a recovery on the back of last week's interest rate hike, with all eyes now firmly on the Fed.

Karbonyte – Market Beating Income through stable Blockchain Technology.

Karbonyte’s unique model alternates between performing verifications on the blockchain and mining alternative coins on the Ethereum platform.

Real interest rates still in highly negative territory

With real interest rates in highly negative territory in many countries worldwide, South Africa offers an attractive real yield.

25 or 50, that is the question…

If growth wasn't a concern, a 50bps hike would be a certainty this week. Instead, the MPC has a delicate balancing act ahead, with the market likely to place emphasis on the tone of its statement.

Market update: currencies and commodities

Chinese retail sales data gave emerging markets currencies a knock.

Inflation, war and India: are there opportunities?

With inflation running away and conflict in Ukraine likely to endure, where are the opportunities?

Increased risk aversion as dollar strengthens further

Risk aversion sentiment continues, with a strengthening USD and a share drop in palladium in particular.
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