The week that will be 19 October – 23 October 2020
One of the big topics that will be discussed is the handling of the Covid-19 pandemic in the US.
Monthly Rand Review – October 2020
Long-term the currency’s future is dire. Spiraling government deficits and debts as far as the eye can see underpin a forecast that the currency’s future is bleak.
The week that will be 05 October – 10 October
Confirmation of the fear and trepidation that the employment numbers create, personal consumption, upon which the economy is so dependent upon, is being squeezed by the twin forces of declining inc
Monthly Rand Review – September 2020
South Africa, it’s economy and thus its currency remains exposed to substantial risks in the short, medium and long-term.
Every day is a bumpy road
In the past couple of weeks, we’ve learned a couple of truths about currencies and markets in a pandemic, and that is that:
1) Pre held beliefs about currency movements and what influen
Monthly Rand Review – August 2020
With the world slowly unlocking economies after the COVID-19 pandemic, the economic devastation of the various lockdowns becomes tangible as data sets from all over the world are released.
Risk on – but for how long?
Risk appetite is gradually returning to the market after the global “risk-off” scenario due to the COVID-19 pandemic, and it can be attributed to the advances made in COVID-19 vaccines
Something is up!
Last week the Rand and other EM currencies enjoyed the weaker US dollar as risk sentiment turned in favour of EM’s due to global optimism regarding the COVID pandemic. Global stock markets ar
One Step Forward, Two Steps Back
Last week news was dominated by the supplementary budget in South Africa and the fear of a second wave of the COVID-19 virus emerging crippling markets again.
A second wave and a second budget
For the week ahead, there are some interesting numbers out of the US and Europe, which could impact the markets. However, data at the moment is playing second fiddle to the COVID virus, and with th