Tag:

Macroeconomics

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.

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.

Is the world hitting the brakes?

Andre Botha of TreasuryONE and George Glynos of ETM Analytics present their case for why 2023 has a high chance of being a recessionary year.

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.

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.

Why is diesel more expensive than petrol?

With fuel price decreases announced for September, Andre Botha from TreasuryONE explains why drivers of diesel vehicles are suffering more at the moment.

TreasuryONE webinar: Inflation, rate hikes and recession

The recording of the latest TreasuryONE webinar is available. Watch the video to learn more about the drivers behind the inflation and currency movements that have defined the market in recent months.

Of inflation, interest rates and bear markets

Being bearish isn't a pleasant way to feel. The facts are the facts though and there are reasons to worry. What does a trip down memory lane with US rates and inflation teach us?