BER Weekly

BER Weekly Publications

Big week for SA ahead with GDP, consumer sentiment and PMI data expected

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Cautious SARB cuts by 25bps and a welcome uptick in business sentiment

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As the markets adjust to Trump 2.0, the rand weakens past R18/$

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Trump triumphs

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A boring MTBPS, but this was not unexpected and not necessarily negative

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More speculation about SARB lowering target after below 4%-inflation print

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SARB sees inflation decelerating faster than expected, China stimulus disappoints

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Mixed news on all fronts

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Mixed week on the local data front, with main focus on the Middle East

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China ramps up stimulus, which provides a further boost to recent rand rally

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