Risk Alert | Lost jobs aren’t coming back
6 December 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss the latest South African jobs data, before turning to international politics, where rising tensions between Russia and Ukraine portend even higher energy prices.
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Is there a housing bubble in developed economies, and what will cause it to pop, they ask?
Endres and Mahlobo conclude with the CRA’s latest analysis of the Covid-19 Omicron variant.
Risk Alert | How serious is Omicron?
29 November 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss the impact on global markets of a new fast-spreading variant of the coronavirus, recently discovered in South Africa.
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How serious is the Omicron strain, they ask?
Endres and Mahlobo also examine the low level of business confidence in SA, and unpack the reasons why the ANC is unable to deal with corruption in its own ranks.
Risk Alert | The spectre of inflation
22 November 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo flag the spectre of inflation currently haunting Europe and America.
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How will the South African Reserve Bank’s decision last week to hike interest rates by 25 basis points affect the demand for credit and the performance of the Rand, they ask?
Endres and Mahlobo also discuss the lack of cohesion amongst South Africa’s various opposition parties as they struggle to form coalitions in the country’s major cities.
Risk Alert | SA's vulnerable economy
15 November 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo unpack last week’s Medium Term Budget Policy Statement.
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Is Finance Minister Enoch Godongwana serious about structural reform, they ask?
Endres and Mahlobo conclude with an assessment of the prospects for the global economy, following the announcement by the U.S. Federal Reserve that it will begin “tapering” its monetary stimulus programme.