The US military says it has completed 11 nights of strikes on Iran, as attacks overshadow diplomacy
Consumer inflation hit a two-year high of 5% in June, firming bets on a SARB rate hike at Thursday’s MPC meeting
Oil-shock inflation expectations have jumped even as fuel prices ease, putting the SARB’s July rate call on a knife edge
Lower oil prices have eased inflation risks and boosted bonds, but uncertainty over expectations and US rates keeps a July hike in play
What is the impact of war, oil prices and geopolitical uncertainty on the global economy – and what it could mean for South Africa’s recovery?
The SARB hiked 25bps to 7% but debated 50 – and its revised inflation and oil assumptions mean a July increase is already on the table
The oil market will run out of road by early August. Which means we need a diplomatic solution to Iran – fast
The US president says he’s called off a strike planned for Tuesday at the request of Gulf allies, but warns the military to be prepared for full, large-scale assault
Sasol shares are up 50%, to R215, since the start of the war. A year ago they were trading at less than R60. What’s the prognosis?
Iran has fired on three ships in the Strait of Hormuz as the US maintains its blockade and diplomacy stalls
The challenge now may not be the short-term disruption to oil supply, but the realisation that the days of cheap oil are over
Rates hikes are on hold, and unless there’s a speedy resolution in Iran, consumers are looking at the prospect of sharply higher debt costs
Global markets – aside from gold and PGMs – have been hardly rattled by the Gulf conflict. Should peace not break out, that could change