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Countdown to central banks
With 12 central banks due to make decisions this week, get ready for a potentially volatile few days. Of course, the Fed is the key.
Chris Gilmour
July sales data: all about the base
The July 2022 sales data from Stats SA looks great, until you remember what happened in July 2021. Chris Gilmour digs a bit deeper into the numbers.
Chris Gilmour
War in Ukraine – sanctions, gas and cold winters
As the war in Ukraine grinds on and the Ukrainians continue to resist the Russian invasion, Chris Gilmour explains key nuances on the battlefield and in the energy markets.
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Save 40% on Who Owns Whom mining sector research
The mining industry has been all the rage this year, with commodity prices driving inflationary pressures across the globe. Ghost Mail readers get a 40% discount on Who Owns Whom research reports, including on this sector.
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Why is diesel more expensive than petrol?
With fuel price decreases announced for September, Andre Botha from TreasuryONE explains why drivers of diesel vehicles are suffering more at the moment.
Chris Gilmour
Retail review: Woolworths | Truworths | Massmart
Retail analyst Chris Gilmour weighs in on the recent results from Massmart, Woolworths and Truworths, as well as the offer from Walmart to take Massmart off the market.
Consumer and Retail
Walmart gets firm on Massmart
Nobody can accuse Walmart of leaving the market in suspense. After tongues were set wagging by news of a potential offer, the American retail...
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Flight to safety: market context ahead of non-farm payrolls
With non-farm payroll numbers due to be released this Friday, TreasuryONE helps us understand the macroeconomic context and the key drivers of currency movements.
