Weathering the Perfect Storm

Weathering the Perfect Storm!

Interest rate relief is not around the corner, as highlighted by the recent article featured in BusinessTech – Perfect Storm Hitting Interest Rates in South Africa. “Hopes for interest rate relief in South Africa anytime soon are dimming as a perfect storm of adverse conditions, with risks on the upside, in play. This includes: Higher...Continue reading

chart with commodities in the background

Analysis of the Commodity Supercycle

2024 01 – Analysis of the commodity supercycle Commodity Supercycle: “a decades long, above trend movement in a wide range of base material prices” (Erten & Ocampo). The typical catalyst for a commodity supercycle is the interaction of unexpected, persistent and positive demand shocks with a slow-moving supply-side response. Analysts and strategists are similarly grappling...

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