LATEST INSIGHTS
SARB stands firm: September MPC keeps rates on hold
- Casey Sprake, Economist
South Africa’s (SA) headline consumer price inflation eased slightly in August, pulling back to 3.3% YoY from 3.5% in July. Softer food and fuel costs...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, written by Casey Sprake, is published periodically and offers a thoughtful mix of research, analysis, and commentary. Covering everything...
Walmart SA: Global Giant, Local Test
- Robbie Proctor, Investment Analyst
Introduction The US retail behemoth, Walmart, has announced that it will open its first branded stores in South Africa (SA) before the end of the...
Coffee Table Economics with Anchor
- Casey Sprake, Economist
Coffee Table Economics (CTE) with Anchor, by Casey Sprake, is distributed periodically. CTE is a compilation of Casey’s research, analysis, and perspectives on key South...
SA 2Q25 GDP: One Step Forward, Two Steps Uncertain
- Casey Sprake, Economist
After just managing to stay afloat with growth of only 0.1% QoQ in 1Q25, South Africa’s (SA) real gross domestic product (GDP) showed a more...
Global Harvests, Local Headaches: July’s Food Inflation Uptick
- Casey Sprake, Economist
South Africa’s (SA) consumer price inflation (CPI) edged higher in July, underscoring the fragile balance between moderating price pressures earlier in the year and new...
August global commentary: DM equities continue to grind higher
- Peter Little, Fund Management
Developed market (DM) equities continued to grind higher (MSCI World Index +2.6% MoM), leaving them 14% up two-thirds of the way through 2025. Healthcare stocks...
August local commentary: Gold miners drive the JSE’s sixth consecutive positive monthly return
- Peter Little, Fund Management
South African (SA) equity markets delivered a sixth consecutive positive monthly return (FTSE/JSE Capped SWIX Index +3.5% MoM), leaving the local bourse 22.3% higher YTD....
Most global markets extend their gains in August, while the commodity rally continues to lift the JSE
- Marco de Matos, Research
Despite trade tensions continuing to weigh, most major global equity markets recorded good gains in August (MSCI World +2.6% MoM/+14.1% YTD), supported by strong US...
