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WEEKEND READ: Remove emotions, and things look less promising for SA
Reserve Bank cannot depress rates to lower capital costs
Faulty assumptions, if unchecked, lead to ruin
The stock market is not the economy
Uptick in risk appetite despite the numbers
With the right policies, at least pain will not be self-inflicted
It’s too soon to lower repo rate until the effects of earlier cuts are felt
Some new paths to turn
Sitting tight is preferable to ditching equities for cash and bonds
Treasury and private sector must pull out all stops to prop up economy
Reserve Bank should help soften coronavirus blow to economy
Active inertia: the art of change by doing it the old way​


President Ramaphosa's Economic Reconstruction and Recovery Plan is positive but has not outlined incentives for business
Markets Daily: Better growth externally not enough to lift South Africa's exports
Markets Daily: Growth forecasts and the pace of fiscal support withdrawal
Markets Daily: Why Reserve Bank’s forecasts may be too optimistic
Markets Daily: Withdrawing fiscal support too soon will send the economy back into recession
Markets Daily: What is the catalyst for investment and growth?
Markets Daily: Investors waiting on the side-lines for more evidence of economic reforms
Markets Daily: An update on Q3 2020 market performance - good but in other markets outside SA
Markets Daily: South Africa Manufacturing PMI recovery continued in September
Markets Daily: Headline Consumer Price Inflation remain stable at 3.1% y/y in August
Markets Daily: The official unemployment rate of 23.3% is not very useful for policy, its closer to 38%
Markets Daily: A glimpse of the covid-19 shock to jobs and more to come