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Short Notes

Short Note                                                                              7 October 2015

The Rand: stay of execution?   

by Cees Bruggemans          words 400

Proof positive keeps accumulating that recent months have been rather poor for the world economy, with as yet no clear let-up.

Short Note                                                                              30 September 2015

SA 2Q15 jobs resilient 

by Cees Bruggemans          words 700

It could have been so much, much more worse.

Short Note                                                                            29 September 2015

When to throw SA switches   

by Cees Bruggemans                 words 540

We are experiencing definite trends in our data, sickening easing in GDP growth, weakening trend in the Rand, rising tendency in inflation. When can we expect these trends to break the other way?

Growth to rise, Rand to firm, inflation to ease?

Short Note                                                                           23 September 2015

The Mystery of Inertia    

by Cees Bruggemans                 words 480

In recent dealings with clients, the usual unease was expressed about what could possibly be keeping the consumer afloat in these trying times?

Herewith some speculation.

Short Note                                                                             22 September 2015

Central Bank Fighting Song     

by Cees Bruggemans          words 580

The Rand has every reason to feel amused. Long feared of being caught in the wake of a Fed orchestrated global Dollar currency ambush as it lifted interest rates, something quite different seems to be playing. Reprieve at the 11th hour.

Short Note                                                                              21 September 2015

Fortress America     

by Cees Bruggemans          words 370

The world is coming into sharpened focus, though the outline has been years in the making.

Short Note                                                                              18 September 2015

Hell, no, I won’t go!!!     

by Cees Bruggemans          words 480

Three strikes and you are out.

Short Note                                                                             16 September 2015

What truly happened 2Q15?     

by Cees Bruggemans          words 800

We were told two weeks ago by StatsSA what happened to GDP in 2Q15 from the supply-side (production). It declined by 1.3% quarter-on-quarter annualised (and was still +1.2% yoy). At least five sectors in recession (agriculture, manufacturing, motor trade, wholesale & tourism) and the rest mostly a very sorry lot.

This week we got to hear from SARB the demand-side of 2Q15. It was a little more up-and-down, too.

Short Note                                                                              15 September 2015

Do Something (anything)!!!     

by Cees Bruggemans          words 670

You can hear the plaintive cry: Do Something!!! And certainly don't do harm. Fair enough, but what?

Short Note                                                                              11 September 2015

SA Data Contrasts     

by Cees Bruggemans          words 580

It has been a funny month so far, and only one-third gone. A mix of data either passable to good or poor to horrible. It defies easy description or pigeonholing,  though the mood is uniformly foul.  

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