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Research Notes are more in-depth analyses undertaken by BER economists and consultants.
Brief note intended as a more regular interface with our clients.
The Impumelelo Economic Growth Lab is a unit at the BER, focussing on generating policy-relevant work and capacity building to achieve economic success in South Africa. This work is freely available to access on our website.
Global markets faced another bout of volatility as geopolitical tensions flared and policy uncertainty lingered. We unpack the latest developments around US trade threats, global bond market moves, and why the rand continued to outperform. We also examine key domestic political developments, including the resumption of the Madlanga Commission, and preview the week ahead with SARB and Fed policy decisions in focus.
Read MorePolitical pressure, geopolitical risk, and trade uncertainty dominated the week. We examine escalating tensions around the US Federal Reserve, Iran’s unrest, and shifting global trade dynamics, and what these mean for markets and SA. We also preview the key economic data and policy decisions to watch in the coming days.
Read MoreThis week’s Weekly Review examines why financial markets remain relatively composed despite escalating geopolitical tensions, including developments in Venezuela and renewed global trade frictions. We also assess mixed domestic data, early signals from global and local PMIs, and key political developments following the appointment of a new National Director of Public Prosecutions.
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