Monthly Market Highlights | The April edition
Inflation continues to moderate across key global markets, including the US, UK, Eurozone, South Africa, and China. In South Africa, inflation eased for the first time in five months, reaching its lowest level since June 2020. In contrast, Japan saw inflation rise in March, marking three consecutive years when headline inflation has been above the Bank of Japan’s 2% target.
Economic Review | The March Edition
Consumer inflation in the US increased slightly in February compared to January. In March, US President Donald Trump imposed tariffs on steel and aluminum imports. Chinese officials introduced a special plan to boost the economy and are considering various measures to stabilise the Chinese stock market. On the domestic front, the US issued an executive order to immediately suspend funding for the President’s Emergency Plan for AIDS Relief (PEPFAR) to South Africa.
Monthly Market Highlights | The March edition
Global interest rates remained steady across major economies, including the US, UK, and South Africa, as central banks maintained their current policy stance. A key underlying factor for these central bank decisions is the tariffs introduced by US President Donald Trump.
What the Two Oceans Marathon can teach us about investing
Much like preparing for the grueling Two Oceans Marathon, investing requires discipline, preparation, and the ability to endure uncertainty. The key is to trust the process, adapt to challenges, and remember that successful investing, like finishing a marathon, is about persistence and resilience.