It takes two to dance the economic reform tango
Global interest rate narrative is higher rates for longer
Manufacturing getting to grips with load-shedding
Developments at the Treasury are troubling
There is reason now to calm fears of more rate hikes
We’re not out of the woods until business confidence improves
Beware of half-baked ideas on interest rates
Geopolitics would have played a big part in interest rates decision
Regaining investor confidence requires a narrative change

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