Economic information that works for you ResearchWeeklyCommentsResearch NotesAd-Hoc researchS.E.EStellenbosch Working Paper SeriesNDP Assessment Report (Archive) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 BER Weekly, 30 January 2023 Date Uploaded: Jan 30 2023 7:45AM The ongoing, and worsening, power crisis in SA was a major theme at the central bank’s (SARB) Monetary Policy Committee (MPC) meeting last week. Besides the 25bps policy rate hike, most attention was focused on the stark downgrade to the SARB’s real GDP read moreThe ongoing, and worsening, power crisis in SA was a major theme at the central bank’s (SARB) Monetary Policy Committee (MPC) meeting last week. Besides the 25bps policy rate hike, most attention was focused on the stark downgrade to the SARB’s real GDP growth forecast for the next three years. BER Weekly, 23 January 2023 Date Uploaded: Jan 23 2023 7:45AM Last week’s local activity data for November was a mixed bag. Following poor manufacturing and electricity generation data the week prior, it now seems clear that mining output will also weigh on real GDP growth in Q4. On the positive side, retail sales did read moreLast week’s local activity data for November was a mixed bag. Following poor manufacturing and electricity generation data the week prior, it now seems clear that mining output will also weigh on real GDP growth in Q4. On the positive side, retail sales did better than expected in November and the internal trade sector as a whole may add positively to Q4 GDP growth. There were also two key inflation-related releases last week. BER Weekly 16 January 2023 Date Uploaded: Jan 16 2023 7:45AM Barely two weeks into the new year, severe (and worsening) capacity constraints forced Eskom to move to indefinite, continuous stage 6 load-shedding on Wednesday. Worryingly, the energy supply situation is unlikely to improve over the short term, while demand read moreBarely two weeks into the new year, severe (and worsening) capacity constraints forced Eskom to move to indefinite, continuous stage 6 load-shedding on Wednesday. Worryingly, the energy supply situation is unlikely to improve over the short term, while demand is set to pick up as economic activity returns following the December break.
(Archive) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 BER Weekly, 30 January 2023 Date Uploaded: Jan 30 2023 7:45AM The ongoing, and worsening, power crisis in SA was a major theme at the central bank’s (SARB) Monetary Policy Committee (MPC) meeting last week. Besides the 25bps policy rate hike, most attention was focused on the stark downgrade to the SARB’s real GDP read moreThe ongoing, and worsening, power crisis in SA was a major theme at the central bank’s (SARB) Monetary Policy Committee (MPC) meeting last week. Besides the 25bps policy rate hike, most attention was focused on the stark downgrade to the SARB’s real GDP growth forecast for the next three years. BER Weekly, 23 January 2023 Date Uploaded: Jan 23 2023 7:45AM Last week’s local activity data for November was a mixed bag. Following poor manufacturing and electricity generation data the week prior, it now seems clear that mining output will also weigh on real GDP growth in Q4. On the positive side, retail sales did read moreLast week’s local activity data for November was a mixed bag. Following poor manufacturing and electricity generation data the week prior, it now seems clear that mining output will also weigh on real GDP growth in Q4. On the positive side, retail sales did better than expected in November and the internal trade sector as a whole may add positively to Q4 GDP growth. There were also two key inflation-related releases last week. BER Weekly 16 January 2023 Date Uploaded: Jan 16 2023 7:45AM Barely two weeks into the new year, severe (and worsening) capacity constraints forced Eskom to move to indefinite, continuous stage 6 load-shedding on Wednesday. Worryingly, the energy supply situation is unlikely to improve over the short term, while demand read moreBarely two weeks into the new year, severe (and worsening) capacity constraints forced Eskom to move to indefinite, continuous stage 6 load-shedding on Wednesday. Worryingly, the energy supply situation is unlikely to improve over the short term, while demand is set to pick up as economic activity returns following the December break.