American Economy

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 »

PFS Market Sentiment Podcast – Markets Anticipate 25 Basis Point Cut At MPC, Rand Wobbles, Trump To Attend G20

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: 17.99EURZAR: 20.35GBPZAR: 24.26 Introduction: Global markets are currently experiencing a rally driven by optimistic US economic data and anticipation of strong tech earnings, particularly from Nvidia. Meanwhile, major currencies like the Japanese yen are showing volatility due to bond market concerns and fiscal health worries, while the South African rand

PFS Market Sentiment Podcast – Markets Anticipate 25 Basis Point Cut At MPC, Rand Wobbles, Trump To Attend G20 Read More »

PFS Market Sentiment Podcast – Rand breaches Key R18 Level, Key Drivers, Big Day For South Africa

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: 17.95EURZAR: 20.36GBPZAR: 24.16 Introduction: South Africa is currently at a critical economic juncture, marked by the Rand’s recent notable strength against the US Dollar. This appreciation is driven by positive domestic factors like moderating inflation, a stable Government of National Unity (GNU), and improving economic growth prospects, but faces significant

PFS Market Sentiment Podcast – Rand breaches Key R18 Level, Key Drivers, Big Day For South Africa Read More »

PFS Market Sentiment Podcast – Rand Performance, Current Consensus On The MPC, Inflation Expectations, S&P Weighs In On SA Debt

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

💹 Major Currency Snapshot: USDZAR: 18.03EURZAR: 20.19GBPZAR: 24.01 Introduction: Recent economic developments in South Africa are characterized by a strengthening rand and anticipation surrounding a potential lower inflation target, which is influencing the South African Reserve Bank’s cautious approach to interest rates. The country is also grappling with significant fiscal challenges, including high government debt

PFS Market Sentiment Podcast – Rand Performance, Current Consensus On The MPC, Inflation Expectations, S&P Weighs In On SA Debt Read More »

PFS Market Sentiment Podcast – Rand Claw Back Some Losses, JSE Surge, US National Debt Concerns

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: 18.24EURZAR: 20.45GBPZAR: 24.25 Introduction: The current state of global markets, particularly focusing on the temporary US-China tariff truce and its influence. It highlights the significant concerns surrounding the US’s growing national debt and budget tensions, which are impacting Treasury markets. Furthermore, it provides an overview of the strained relationship between

PFS Market Sentiment Podcast – Rand Claw Back Some Losses, JSE Surge, US National Debt Concerns Read More »

PFS Market Sentiment Podcast – Unemployment Rises to 32.9% in Q1, Rand Takes A Hit, US And China Pause Tariff

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: 18.26EURZAR: 20.41GBPZAR: 24.30 Introduction: South Africa’s official unemployment rate increased to 32.9% in the first quarter of 2025, up from 31.9% in the final quarter of 2024. This rise in unemployment data contributed to the weakening of the South African rand. Meanwhile, the United States and China agreed to slash

PFS Market Sentiment Podcast – Unemployment Rises to 32.9% in Q1, Rand Takes A Hit, US And China Pause Tariff Read More »

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 /

💹 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 /

💹 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 – 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 /

💹 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 »

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