SA Politics

PFS Market Sentiment Podcast – Rand Resilience Against The USD, Budget 3.0 And What To Expect Tomorrow, Ramaphosa And Trump To Meet Tomorrow

💹 Major Currency Snapshot: USDZAR: 18.11EURZAR: 20.38GBPZAR: 24.21 Introduction: The global economic landscape in May 2025 is facing significant uncertainty and instability, largely driven by U.S. trade policies and concerns regarding the U.S. dollar. Amidst this, South Africa is grappling with considerable domestic political turmoil and a deteriorating economic outlook, yet the rand has demonstrated […]

PFS Market Sentiment Podcast – Rand Resilience Against The USD, Budget 3.0 And What To Expect Tomorrow, Ramaphosa And Trump To Meet Tomorrow Read More »

PFS Market Sentiment Podcast – USD Weakness, Budget 3.0 Possible Tax Hikes

💹 Major Currency Snapshot: USDZAR: 18.04EURZAR: 20.22GBPZAR: 24.05 Introduction: Upcoming South African budget scheduled for May 21, 2025, detailing anticipated revenue measures like higher fuel and sin levies to address a significant budget deficit while avoiding a VAT increase. Concurrently, the sources discuss developments in global financial markets, noting the weakening US dollar driven by

PFS Market Sentiment Podcast – USD Weakness, Budget 3.0 Possible Tax Hikes Read More »

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

💹 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

💹 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

💹 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

💹 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

💹 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

💹 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

💹 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 – Revised Budget Speach And What To Look Out For, The JSE Strengthened, Currency Movements

💹 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 »

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