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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​


Blue sky thinking needed to re-imagine and rebuild the economy
The Upside of Junk

The Upside of Junk

Published on   March 29th, 2020
Coronavirus: Fearing the known with an unknown resolution date
Inflation jumps from 4.1% to 4.5% in Jan

Inflation jumps from 4.1% to 4.5% in Jan

Published on   February 19th, 2020
Moody’s getting moody, revises SA growth lower

Moody’s getting moody, revises SA growth lower

Published on   February 17th, 2020
Coronavirus: Who will suffer most from a Chinese slowdown?
SARB cuts rates but this is not where growth will come from
The ECB delivers QE and a rate cut, next is the Fed

The ECB delivers QE and a rate cut, next is the Fed

Published on   September 13th, 2019
The trade wars that eat monetary policy’s lunch