Currency forecasts and the value thereof May to July 2021
It will be interesting to see in next month’s heat map whether the current political turmoil in SA will weigh on forecasts and what the effects thereof will be.
The Rand vs other Emerging Market Currencies
Domestic factors in the form of more intense load shedding could further strain the South African economy. Thus far, the international community has ignored our domestic factors, but for how much l
Currency forecasts and the value thereof
Thus from the above, it follows that should the Fed engage in reverse repos, it is in effect draining money from the system in an event to control money supply.
What is a Reverse Repo and why it is an important market indicator?
Thus from the above, it follows that should the Fed engage in reverse repos, it is in effect draining money from the system in an event to control money supply.
Do commodities still influence the rand?
The question of whether commodities influence the rand is a resounding yes with the correlation between the changes in the Commodity Prices and the change in Rand at 78%.
COMMODITIES CORRELATION IN A PANDEMIC YEAR
To say that last year was unique would be an understatement as the COVID pandemic swept through the world, causing mass lockdowns in most countries. The pandemic changed the economic landscape fore
Creating space for an Oil Crisis
The US oil rig count fell by 75% to 180 rigs in less than four months afterwards, the lowest level on record.
Is this the end of the Dollar as we know it?
If the FED chooses to underwrite government spending (as in the 1960s), the dollar will take the strain. Back then, the dollar fell 50% vs the Deutschemark and Yen.
The Investment Case for Gold
The gold and other international financial markets may be facing the greatest challenges since Richard Nixon closed the ‘gold window’ in August 1971.
The Greatest Option Squeeze
This sustained call option buying has put a fire under the market, driving it to levels which are indefensible from a valuation perspective.