PFS

PFS Market Sentiment Podcast – US ADP National Employment Report Lower Than Expected, USD Trouble, Looser SA Monetary Policy Might Be on the Horizon

American Economy, Podcast Session, SA Market, South African Economy, US Market, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 17.54EURZAR: 20.69GBPZAR: 23.96 Introduction: Global markets are currently navigating a complex environment marked by a surprising boom in emerging market debt sales, defying geopolitical turmoil such as tariff announcements and missile attacks. This period also highlights significant shifts in global financial dynamics, including a nascent trend of de-dollarization as issuers […]

PFS Market Sentiment Podcast – US ADP National Employment Report Lower Than Expected, USD Trouble, Looser SA Monetary Policy Might Be on the Horizon Read More »

PFS Market Sentiment Podcast – SARB Amendment Bill, USD Weakness Boosting Rand, Markets Pricing in FED Rate Cuts

American Economy, Podcast Session, SA Market, SA Politics, South African Economy, US Market, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 17.72EURZAR: 20.82GBPZAR: 24.35 Introduction: The U.S. dollar has been wallowing near multi-year lows against major currencies, influenced by market optimism over U.S. trade deals and increased bets for earlier Federal Reserve interest rate cuts. This dynamic is further shaped by upward revisions to global growth forecasts by Fitch Ratings, stemming

PFS Market Sentiment Podcast – SARB Amendment Bill, USD Weakness Boosting Rand, Markets Pricing in FED Rate Cuts Read More »

PFS Market Sentiment Podcast – Investors Moving Away From USD Safety, All Eyes on US Core PCE Data, SA Showing Signs of Stagnation

American Economy, Podcast Session, SA Market, South African Economy, US Market, US Politics, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 17.79EURZAR: 20.85GBPZAR: 24.45 Introduction: Global financial markets are currently experiencing significant shifts driven by expectations of substantial US interest rate cuts by the Federal Reserve, contributing to a weakening US dollar and record highs in global equities. This environment has fostered “crowded trades” in assets like gold and “Magnificent Seven”

PFS Market Sentiment Podcast – Investors Moving Away From USD Safety, All Eyes on US Core PCE Data, SA Showing Signs of Stagnation Read More »

PFS Market Sentiment Podcast – Platinum Recovery Helps Rand, DXY Drops to Lowest Level in 39 months, Investors Questioning USD Status

American Economy, Podcast Session, SA Market, South African Economy, US Market, US Politics, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 17.64EURZAR: 20.61GBPZAR: 24.20 Introduction: A decline in the U.S. dollar to multi-year lows, primarily driven by concerns over the future independence and credibility of the U.S. Federal Reserve and the impact of President Trump’s tariff policies. This economic uncertainty has led to a reassessment of interest rate expectations and a

PFS Market Sentiment Podcast – Platinum Recovery Helps Rand, DXY Drops to Lowest Level in 39 months, Investors Questioning USD Status Read More »

PFS Market Sentiment Podcast – USD Weaker on Dovish FED Minutes, Risk Appetite Returns for Emerging Markets, Trump Tariff Deadline Looms for SA as SA Gets Ghosted By US

American Economy, Podcast Session, SA Market, SA Politics, South African Economy, US Market, US Politics, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 17.74EURZAR: 20.59GBPZAR: 24.17 Introduction: Global financial markets are currently influenced by a shaky Middle East truce between Israel and Iran, with investors largely shrugging off limited conflict but remaining vigilant for broader escalation. Simultaneously, South Africa is on the verge of exiting the FATF greylist after completing all 22 required

PFS Market Sentiment Podcast – USD Weaker on Dovish FED Minutes, Risk Appetite Returns for Emerging Markets, Trump Tariff Deadline Looms for SA as SA Gets Ghosted By US Read More »

PFS Markt Sentiment Podcast – Oil Hit 5 Month High, US and Iran Tensions Could Double Oil Price, US Data Heavy Week

American Economy, Podcast Session, SA Market, South African Economy, US Market, US Politics, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 18.07EURZAR: 20.80GBPZAR: 24.29 Introduction: The United States significantly escalated the Israel-Iran conflict with military strikes on three major Iranian nuclear sites on Saturday, June 21, marking its first direct involvement in the war. This action, justified by the U.S. as an effort to prevent Iran from acquiring nuclear weapons, immediately

PFS Markt Sentiment Podcast – Oil Hit 5 Month High, US and Iran Tensions Could Double Oil Price, US Data Heavy Week Read More »

USD/ZAR Weekly Outlook: Key Market Trends Impacting South African Trade and Treasury Strategy

American Economy, Blog Post, SA Market, South African Economy, US Market, US Politics, USD Exchange Rate, ZAR Exchange Rate /

Executive Overview The South African Rand (ZAR) lost modest ground against the US Dollar (USD) for the week ending June 22, 2025—highlighting the persistent challenges facing emerging market currencies amid shifting global tides. For CFOs, importers, and exporters navigating exposure to foreign currencies, this week’s developments underscore why strategic treasury management is more vital than

USD/ZAR Weekly Outlook: Key Market Trends Impacting South African Trade and Treasury Strategy Read More »

PFS Market Sentiment Podcast – Rand on The Back Foot, Iran Israel Conflict And Effects On The Financial Markets, FED Kept Rates Unchanged as Expected

Podcast Session, SA Market, South African Economy, US Market, US Politics, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 17.98EURZAR: 20.74GBPZAR: 24.27 Introduction: Global financial markets are currently grappling with significant uncertainty driven by escalating geopolitical tensions in the Middle East, particularly the ongoing conflict between Israel and Iran, and the looming economic impact of U.S. trade policies, specifically tariffs. These factors are creating a complex environment for central

PFS Market Sentiment Podcast – Rand on The Back Foot, Iran Israel Conflict And Effects On The Financial Markets, FED Kept Rates Unchanged as Expected Read More »

PFS Market Sentiment Podcast – South Africa’s 15 Year Confidence Slump, Middle East Tensions Persists, Trump Wants FED to Cut Rates

American Economy, Podcast Session, SA Market, South African Economy, US Market, US Politics, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 18.00EURZAR: 20.72GBPZAR: 24.22 Introduction: Exploring the intricate relationship between geopolitics, central bank actions, and global market dynamics. Delve into how escalating Middle East conflicts and U.S. trade policies influence central bank decisions, currency valuations, and commodity prices, while also examining the challenges of “de-dollarization” and South Africa’s enduring economic confidence

PFS Market Sentiment Podcast – South Africa’s 15 Year Confidence Slump, Middle East Tensions Persists, Trump Wants FED to Cut Rates Read More »

PFS Markit Sentiment Podcast – Middle East Tensions, SARB Keeping An Eye On Tensions, Emerging Market Asset Class Shines.

American Economy, Podcast Session, SA Market, South African Economy, US Market, US Politics, USD Exchange Rate, ZAR Exchange Rate /

💹 Major Currency Snapshot: USDZAR: 17.82EURZAR: 20.60GBPZAR: 24.18 Introduction: Global financial markets are currently experiencing significant shifts driven by a resurgence in emerging market local currency bonds due to a weakening U.S. dollar and a global search for yield. Simultaneously, escalating geopolitical tensions in the Middle East are inducing widespread risk aversion and volatility in

PFS Markit Sentiment Podcast – Middle East Tensions, SARB Keeping An Eye On Tensions, Emerging Market Asset Class Shines. Read More »

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