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DECEMBER |
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International background and outlook |
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The recovery in the global economy became broaderbased in the second half of the year. Massive monetary and fiscal stimulus in both developed and developing economies have stabilised the financial system, helped a recovery in asset prices . . . |
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To read more download PDF |
[ 466 KB ] |
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AUGUST |
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International background and outlook |
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Hopes of a recovery in the global economy have been spurred by some improvement in cyclical indicators. This has largely been facilitated by a massive monetary and fiscal policy stimulus across developing as well as emerging market economies . . . |
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To read more download PDF |
[ 981 KB ] |
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APRIL |
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International background and outlook |
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The global economy remains in the most severe recession since World War II. Although hopes are starting to grow that the worst of the contraction is now over, any recovery is likely to prove erratic . . . |
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To read more download PDF |
[ 355 KB ] |
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JANUARY |
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International background and outlook |
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The downturn in the global economy intensified in the fourth quarter. In advanced economies economic activity slowed significantly . . . |
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To read more download PDF |
[ 1 MB ] |
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OCTOBER |
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International background and outlook |
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The global financial crisis worsened dramatically towards the end of the third quarter, culminating in massive nationalisations and bailout plan proposals . . . |
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To read more download PDF |
[ 1 MB ] |
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JUNE |
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Is inflation alive again? |
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After a remarkable period of low inflation, the past year has seen inflation globally creeping upwards . . . |
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To read more download PDF |
[ 215 KB ] |
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FEBRUARY |
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The energy constraint |
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The possibility of an energy constraint on economic growth emerging has been well documented for at least a decade, when a government White Paper famously noted that supply problems . . . |
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To read more download PDF |
[ 276 KB ] |
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OCTOBER |
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What a US recession might mean for South Africa |
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If this occurs, it will be the first serious test of the decoupling theory that holds that other major economies . . . |
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To read more download PDF |
[ 116 KB ] |
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JULY |
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Balance of payment drivers |
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The current deficit remains wide, but its composition is improving . . . |
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To read more download PDF |
[ 691 KB ] |
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APRIL |
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Is consumer debt worrying? |
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The strong rise in debt is causing concern that household finances have become overstretched . . . |
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To read more download PDF |
[ 704 KB ] |
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DECEMBER |
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How 'constrained' is the economy? |
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Economic growth has been very strong in recent years . . . |
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To read more download PDF |
[ 412 KB ] |
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SEPTEMBER |
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How much further will interest rates rise? |
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Globally, interest rates have been on the rise, moving off the lows seen in recent years . . . |
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To read more download PDF |
[ 324 KB ] |
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MAY |
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Is the widening current account deficit a problem? |
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Imports have been growing at a much quicker pace than exports . . . |
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To read more download PDF |
[ 89 KB ] |
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JANUARY |
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Good prospects for investment |
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The Nedbank Capital Expenditure Project Listing shows that fixed investment activity . . . |
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To read more download PDF |
[ 81 KB ] |
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NOVEMBER |
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Inflation on the rise? |
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Globally and domestically inflation is on the way up . . . |
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To read more download PDF |
[ 178 KB ] |
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AUGUST |
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Is structural change working? |
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Economic growth is more buoyant, and inflation and interest rates are at their lowest . . . |
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To read more download PDF |
[ 109 KB ] |
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MAY |
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Commodity prices: where to now? |
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Commodity prices have recently come off their highs after rising dramatically . . . |
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To read more download PDF |
[ 318 KB ] |
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DECEMBER |
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Is the rand set to remain under R6 to the dollar? |
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The collapse of the US dollar has greatly benefited the rand . . . |
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To read more download PDF |
[ 260 KB ] |
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SEPTEMBER |
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Interest rates – entering uncharted territory? |
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The recent interest rate cut is significant as it represents one of two possibilities . . . |
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To read more download PDF |
[ 256 KB ] |
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JUNE |
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Global environment – trouble ahead? |
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The international environment has improved over the past year as growth in the US and China . . . |
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To read more download PDF |
[ 345 KB ] |
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JANUARY |
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Interest rates – where to now? |
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A sudden weakening of the rand has reduced the chances of further monetary easing in the short term . . . |
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To read more download PDF |
[ 286 KB ] |
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AUGUST |
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The gyrating rand |
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The rand's volatility over the past three years has been unprecedented . . . |
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To read more download PDF |
[ 333 KB ] |
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| This page was updated on
9 March, 2010
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