September 27, 2022

Historic collapse in GDP ups the ante for government and the SARB

We anticipate a budget deficit of 13.9% of GDP for 2020/21, and we look to the MTBPS for indications on how governmen...
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September 27, 2022

COVID-19 growth slump hits the economy in the second quarter

Economists at Momentum Investments Macro research desk, offer commentary on the decline of the Gross Domestic Product...
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September 27, 2022

Global Outlook Q4 2020: Going with the liquidity flow

We remain positive on risk assets, based on our expectation that real yields will remain low, as central banks contin...
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September 27, 2022

Changing credit views amid volatility

Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart....
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September 27, 2022

GDP in the second quarter of 2020

Gross Domestic Product (GDP) in the second quarter was half that of the first quarter, having declined by 51.0% in Q2...
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September 27, 2022

How the COVID-19 crisis is different

The COVID-19 crisis is different to some of the other economic crises we've experienced in living memory for three ke...
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