PFS Market Sentiment Podcast – ZAR Analysis, China Trade Tariff De-Escalation, 3rd Budget, Interest Rate Debate

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

💹 Major Currency Snapshot: USDZAR: 18.25EURZAR: 20.27GBPZAR: 24.08 Introduction: Debate surrounding a potential interest rate cut in South Africa, driven by low inflation but complicated by persistent financial pressure on consumers and a high repo rate. This domestic discussion is intertwined with the impact of global events, particularly the recent de-escalation of the US-China trade […]

PFS Market Sentiment Podcast – ZAR Analysis, China Trade Tariff De-Escalation, 3rd Budget, Interest Rate Debate Read More »

PFS Market Sentiment Podcast – Interest rates Likely To Remain Unchanged As SARB Stays Cautious, Rand Resilience, US China Trade Talk

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

💹 Major Currency Snapshot: USDZAR: 18.18EURZAR: 20.42GBPZAR: 24.18 Introduction: Signs of progress in US-China trade talks over the weekend, along with easing geopolitical tensions, have lifted global market sentiment and boosted Wall Street stock futures and the dollar against safe haven peers. While investors are hopeful for potential tariff reductions, specifics from the trade discussions

PFS Market Sentiment Podcast – Interest rates Likely To Remain Unchanged As SARB Stays Cautious, Rand Resilience, US China Trade Talk Read More »

PFS Market Sentiment Podcast – Rand Report, Escalating Tensions Between India and Pakistan, USD Index Hit 1 Month High

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

💹 Major Currency Snapshot: USDZAR: 18.23EURZAR: 20.48GBPZAR: 24.13 Introduction: Global financial markets are reacting to developments in international trade, with optimism around potential de-escalation in US-China talks and the recent US-UK agreement influencing various assets like stocks, currencies, and commodities. Amidst this global backdrop, South Africa’s economy is navigating its own challenges, including manufacturing weakness

PFS Market Sentiment Podcast – Rand Report, Escalating Tensions Between India and Pakistan, USD Index Hit 1 Month High Read More »

PFS Market Sentiment Podcast – US Left Interest Rates Unchanged, Data To Watch Today Out of The US, US Bond Auction Numbers, Jobless Claims, AGOA Uncertainty, Operation Vulindlela

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

💹 Major Currency Snapshot: USDZAR: 18.27EURZAR: 20.63GBPZAR: 24.30 Introduction: We discuss significant economic developments, including South Africa’s Operation Vulindlela, a presidential reform program focused on boosting growth, employment, and infrastructure development. Concurrently, the sources detail the potential disruptive impacts of US trade policies, particularly under a possible Trump administration, on global supply chains, African trade

PFS Market Sentiment Podcast – US Left Interest Rates Unchanged, Data To Watch Today Out of The US, US Bond Auction Numbers, Jobless Claims, AGOA Uncertainty, Operation Vulindlela Read More »

PFS Market Sentiment Podcast – Rand And Possible 25 Basis Point Cut From The SARB, SA Growth Revised Lower

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

💹 Major Currency Snapshot: USDZAR: 18.22EURZAR: 20.70GBPZAR: 24.32 Introduction: The discussion centers on the complexities of the current global economic landscape, heavily influenced by US-China trade tensions and the resulting tariffs which are impacting global trade, investment, and growth forecasts for various countries. Analysis of specific regional situations, such as the South African economy, its

PFS Market Sentiment Podcast – Rand And Possible 25 Basis Point Cut From The SARB, SA Growth Revised Lower Read More »

PFS Market Sentiment Podcast – Arno’s Take on the Rand, Weaker USD, FED Outlook

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

💹 Major Currency Snapshot: USDZAR: 18.29EURZAR: 20.70GBPZAR: 24.30 Introduction: Insights into current global currency dynamics, highlighting the US dollar’s ongoing decline in dominance driven by factors like trade policies and expected Federal Reserve interest rate cuts, which is leading to a more fragmented international system. In contrast, currencies like the South African Rand are navigating

PFS Market Sentiment Podcast – Arno’s Take on the Rand, Weaker USD, FED Outlook Read More »

PFS Market Sentiment Podcast – Revised Budget Speach And What To Look Out For, The JSE Strengthened, Currency Movements

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

💹 Major Currency Snapshot: USDZAR: 18.39EURZAR: 20.82GBPZAR: 24.43 Introduction: This past week offered a mixed economic picture for South Africa, marked by rand stability driven partly by eased fears around the government of national unity and the VAT rate decision, while local equity markets saw gains despite weakness in basic materials. Discussions around Finance Minister

PFS Market Sentiment Podcast – Revised Budget Speach And What To Look Out For, The JSE Strengthened, Currency Movements Read More »

PFS Market Sentiment Podcast – Rand Report, Lower Growth Forecasted, VAT Hike Officially Off the Table

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

💹 Major Currency Snapshot: USDZAR: 18.45EURZAR: 20.88GBPZAR: 24.54 Introduction: Recent sources highlight the volatile state of the South African Rand, which has reached historic lows against the US dollar amid global trade tensions and domestic political challenges, particularly regarding fiscal policy within the Government of National Unity. Despite a surprising drop in inflation, downgraded economic

PFS Market Sentiment Podcast – Rand Report, Lower Growth Forecasted, VAT Hike Officially Off the Table Read More »

PFS Market Sentiment Podcast – Rand Keeping Its Gains, Investors Optimistic About SA, VAT Reversal And Farmers

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

💹 Major Currency Snapshot: USDZAR: 18.57EURZAR: 21.14GBPZAR: 24.89 Introduction: Insights into private equity investment priorities and challenges across Africa, notably in South Africa, Kenya, Egypt, and Nigeria, alongside the significant hurdle of exchange rate volatility. They then shift focus to the turbulent landscape of global markets under US trade policies, detailing how tariffs and their

PFS Market Sentiment Podcast – Rand Keeping Its Gains, Investors Optimistic About SA, VAT Reversal And Farmers Read More »

PFS Market Sentiment Podcast – VAT Hike Scrapped, SA Fund Managers Favor Gold, Inflation Lower, Traders Banking on Cuts

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

💹 Major Currency Snapshot: USDZAR: 18.66EURZAR: 21.17GBPZAR: 24.76 Introduction: South African fund managers are showing a preference for gold amidst a dimming economic growth outlook and uncertainty regarding reforms, as indicated by Bank of America data. Globally, US-China trade tensions and potential tariff reductions by the Trump administration are creating market volatility. These factors, along

PFS Market Sentiment Podcast – VAT Hike Scrapped, SA Fund Managers Favor Gold, Inflation Lower, Traders Banking on Cuts Read More »