Decoding the month – May 2024

Decoding the month – May 2024

Election ANC-xiety The month of May ended with all eyes focused on South Africa’s national elections. In a historic upset, akin to a championship team losing its long-held title, South Africa’s African National Congress (ANC) stumbled, losing its majority for the first time since Nelson Mandela’s triumphant post-apartheid victory 30 years ago. The ANC’s decline […]

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Decoding the month – March 2024

Decoding the month – March 2024

Throughout the month, the global financial markets have been weaving their way through an intricate tapestry of geopolitical uncertainties, pivotal economic data, and the strategic directions undertaken by central banks. In the United States, the Federal Reserve’s March Federal Open Market Committee (FOMC) meeting heralded a wave of optimism. The dovish tone struck by Federal […]

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Decoding the month – February 2024

Decoding the month – February 2024

During the month, global financial markets navigated through a complex interplay of economic indicators, geopolitical tensions and central bank policies. In the US, ongoing concerns surrounding the Federal Reserve’s monetary policy stance played a pivotal role. Investors closely monitored signals from the central bank regarding its approach to interest rates and inflation management amidst mounting […]

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Decoding the month – January 2024

Decoding the month – January 2024

The year started with financial markets witnessing a shift in sentiment following the gains from the December rally. While the beginning of the month hinted at a pull-back, a reversal occurred as the month progressed, ultimately concluding with global indices finishing in positive territory. In the United States, the focal point of the month was […]

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Market Observations: Q4 2023

Market Observations: Q4 2023

The final quarter of 2023 saw a synchronized rally across global bonds and equities as falling inflation in many economies led central banks to continue to pause or effectively end their interest rate hiking cycles and start to look towards rate cuts, particularly in the US. And, although a growth slowdown is still expected in […]

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