Thursday, November 28, 2024

Russia – Ukraine at an impasse

To kick off 2023, Chris Gilmour gives his latest views on the Russia - Ukraine conflict and where he believes the key pressure points are.

Inadequate infrastructure expenditure in the developed world

Chris Gilmour is clearly still busy this December, taking a fascinating look at the infrastructure spend deficit in critical economies like the US.

No relaxing into the holidays

You might be on the beach. Your boss might be on the beach. But here's the thing: the rand isn't on the beach yet. This is still a busy week of data, as TreasuryONE explores.

Going direct: building a direct-to-consumer retail business

In the busiest season for retailers, we were grateful to have two successful entrepreneurs who gave us their time to share insights into building a direct-to-consumer business.

Are consumers craving credit?

Chris Gilmour digs into the tricky topic of whether South African consumers are in a position to keep borrowing (and hence buying).

TreasuryONE webinar: likelihood of a recession in 2023?

Is the world headed for a recession in 2023? Join yours truly and the team from TreasuryONE in unpacking the data and answering great questions from the attendees of this webinar.

Not going quietly into December

After staying out of the headlines for a couple of months (other than perhaps for load shedding), the rand was thrust into the spotlight by Phala Phala. Chaos ensued.

Was Powell right about inflation?

Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.
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