B2B Central

inflation

2 weeks ago

BlackRock's Weekly Market Commentary: Beware behavioural bias in new regime

By Staff Writer

BlackRock is currently underweight US Treasuries and overweight inflation-linked bonds, believing markets underestimate the new regime's inflationary nature.
20 Jul 2022

SA inflation surges to 13–year high in June 2022

By Staff Writer

SA's headline consumer inflation rose to 7.4% year on year in June 2022, surging to a 13-year high, according to data from Statistics South Africa.
29 Jun 2022

A fighting spirit of upturned graphs and record order values

By Staff Writer

Statistics South Africa released its latest consumer price index with inflation recorded at 6.5% in May 2022, up from 5.9% in April 2022. Despite this, all but four out of the 27 industries monitored by Skynamo’s Industry Thermometer bounced back with positive growth within the same month. This resulted it May being the top performing...
18 May 2022

Food price inflation: Are we watching “That ‘70s Show”?

By Staff Writer

Unaffordable food and fuel prices are raising developed market consumer inflation to multi-decade highs, while the Federal Reserve recently announced a 50-basis point hike in US interest rates from record lows. Thalia Petousis, portfolio manager at Allan Gray, discusses what this may mean for South African investors in terms of inflation, bonds and more.

10 May 2022

Higher inflation: What it means and how to survive it

By Staff Writer

Inflation is being experienced all around the world as prices of food, fuel, electricity, and many other items that make up our routine shopping are going up fast.
22 Apr 2022

South Africa's core inflation momentum building, says BNP Paribus

By Staff Writer

By Jeff Schultz, Senior Economist at BNP Paribas South Africa While South African March headline CPI came in slightly below consensus at 5.9% (BNPP and BBG median consensus at 6.0%) from 5.7% in February, the pick-up in core prices to 3.8% y/y (+0.8% m/m) from 3.5% a month earlier is the most important story here,...
20 Apr 2022

SARB still likely to continue increasing interest rates going forward, says PPS Investments on 5.9% CPI increase

By Staff Writer

The PPS funds continue to use the opportunity to maintain an overweight exposure to both nominal and inflation-linked bonds.
25 Mar 2022

Citadel Global Weekly Wrap: Oil Continues To See-Saw

By Staff Writer

Bianca Botes, Director Citadel Global, unpacks what the global markets have been up to and what Citadel Global is keeping tabs on.

25 Mar 2022

Macroscope: Taking a dynamic approach to inflation

By Staff Writer

Ninety One Strategist Sahil Mahtani highlights some of the challenges of the current inflation regime and why an active approach is more likely to benefit portfolios.
25 Mar 2022

South Africa's future rate increases will inevitably begin to corrode consumer spending and disposable income, says Parsons

By Staff Writer

The latest MPC decision is the third successive increase since the SARB began its interest-raising cycle in November 2021 to deal with a deteriorating inflation outlook.
11 Mar 2022

Citadel Global Weekly Wrap: Inflation Returns

By Staff Writer

US inflation reaches new 40-year high.
03 Mar 2022

Carbon tax, net zero and what this means for inflation

By Staff Writer

Finance Minister Enoch Godongwana announced that the carbon tax rate will increase from R134 to R144, effective from 1 January 2022.

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