Tag:
Inflation
Podcasts
PODCAST: No Ordinary Wednesday Ep131 | South Africa’s consumer crunch
Are South African consumers past the worst of the fuel shock? Household budgets have been hit by higher fuel prices, rising inflation and pressure on real wages. But fuel prices are starting to fall. The risk is timing. Will relief arrive before households are forced to cut back further? Host Jeremy Maggs unpacks the consumer outlook with Annabel Bishop, Investec Chief Economist, on No Ordinary Wednesday.
Ghost Stories
Ghost Stories #102: A market holding its breath
In this episode of Ghost Stories, I was joined by Satrix’s Nico Katzke to unpack a global market that feels eerily calm in the face of rising risk. From Middle East tensions and the growing threat of energy disruption to the curious resilience of equity markets, the conversation explores whether investors are underpricing just how fragile the current environment really is.
Podcasts
PODCAST: No Ordinary Wednesday Ep124 | A crude awakening for inflation?
In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar dilemma: tighten into slowing growth, or risk letting inflation take hold. Guest host Neo Ralefeta explores the implications for global growth and what it means for South Africa, from currency volatility to fuel supply risks and consumer costs.
Ghost Stories
Ghost Stories #94: Shoprite’s secret sauce: value retail culture meets omnichannel
Get ready for a masterclass in retail from Pieter Engelbrecht, CEO of South Africa's largest employer. If you're ready to learn about the secrets to Shoprite's success, you're in the right place. With the South African retail sector having to navigate tremendous challenges, Shoprite keeps coming out on top. But how do they do it?
Fedgroup
Ghost Stories #40: Fedgroup does things differently
oes Fedgroup think differently about preserving and growing wealth for their clients? Perhaps their position as one of the largest beekeepers in the country answers that question. In this show, Michael Field (General Manager: Investments) joined me to unpack the way Fedgroup thinks about investing.
Sponsored
No relaxing into the holidays
You might be on the beach. Your boss might be on the beach. But here's the thing: the rand isn't on the beach yet. This is still a busy week of data, as TreasuryONE explores.
Sponsored
TreasuryONE webinar: likelihood of a recession in 2023?
Is the world headed for a recession in 2023? Join yours truly and the team from TreasuryONE in unpacking the data and answering great questions from the attendees of this webinar.
Chris Gilmour
Was Powell right about inflation?
Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.

