The rand took a long weekend, moving very little and opening almost exactly where we did yesterday, this morning
Continue readingDaily Dose: 2 June 2025
Although the ZAR posted monthly gains against majors, AUD and CNH for the month of May, we note that the weekly and daily moves are showing some cracks as discussed below
Continue readingDaily Dose: 2 May 2025
U.S.-China Trade War: The imposition of a 145% tariff on Chinese imports by the U.S. has led to a sharp decline in container shipments
Continue readingDaily Dose: 1 April 2025
A jittery GNU is causing all sorts of problems for the rand, with the world waiting for some sort of agreement to be struck
Continue readingDaily Dose: 3 March 2025
The talk of the weekend wasn’t so much the Trump/Zelensky et-al saga, which is still on-going, but the almost comical movement in crypto after a somewhat “fortuitous” tweet by a certain president and his desire to add named coins to Fed’s reserves
Continue readingDaily Dose: 3 February 2025
Rand – Large reaction to all things Trump overnight with the Rand having a gap open higher on the Wellington open last night
Continue readingDaily Dose: 6 January 2025
A tough holiday period for the rand! As soon as the dose took a break (December 20th), the rand went into a slide that was difficult to explain.
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