Global economic activity remains steady, benefiting from gradually easing financial conditions and strong developed market real household income growth due to falling inflation and higher wages. The US economy is demonstrating resilience, with relatively strong consumption underpinned by a robust labour market, healthy immigration and high aggregate household wealth. Europe’s economy, which has stagnated given […]
MINDFUL INVESTING Q2 | 2024 Read More »
Global economic activity remains firm, benefiting from easing financial conditions and strong developed market real household income growth due to sharply falling inflation and higher wages. The US economy in particular is demonstrating strength, with relatively strong consumption underpinned by a robust labour market, healthy immigration and high aggregate household wealth. Europe’s economy, which has
Mindful investing Q1 | 2024 Read More »
Global economic activity should remain firm, benefiting from easing financial conditions and strong developed market real household income growth due to sharply falling inflation and higher wages. The US economy is demonstrating strength, with a relatively strong consumer underpinned by a very robust labour market and high aggregate household wealth. Europe’s economy, which has stagnated
MINDFUL INVESTING in tumultuous times Q4 | 2023 Read More »
US economic growth is moderating from healthy levels due to headwinds from sharply rising interest rates, waning fiscal stimulus, less buoyant residential investment, notably higher consumer inflation and subdued business sentiment given geopolitical concerns. The US labour market remains resilient with household balance sheets robust, although consumer confidence is low. Europe’s economy is weak, with
MINDFUL INVESTING in tumultuous times | Q1 2023 Read More »
The level of US economic activity remains healthy despite strong headwinds from sharply rising interest rates, waning fiscal stimulus, notably higher consumer inflation and concerning geopolitical tensions. The US labour market has been resilient thus far and household balance sheets remain robust, although consumer confidence has declined. The US dollar has strengthened considerably this year
Navigating the markets through post-pandemic pockmarks Q3 ’22 Read More »
Wednesday morning’s early trading saw a decline in the rand against the dollar as Chicago Fed President Charles Evans maintained his aggressive position on inflation. The rand was trading at 18.1875 against the dollar at 07:16 GMT, down 0.93% from its previous close. In comparison to a basket of major currencies, the dollar index increased
The ZAR roller coaster ride Read More »
old systems, corruption or mismanagement, who or what is to blame? The government’s energy crisis plan, which aims to boost energy security and abolish load-shedding, was unveiled by President Cyril Ramaphosa in July 2022. The present gap between demand and supply for generation is between 4,000 and 6,000 MW. The Business Unity South Africa’s planned
THE SOUTH AFRICAN ENERGY CRISIS Read More »