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Events
Databanks
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Argentina databank Mar 13 -
Brazil Economics databank Mar 16
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Central America databank Feb 27
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Chile databank Feb 18
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China databank Mar 21
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Colombia databank Mar 4
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Dominican Republic databank Feb 26
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Ecuador databank Feb 20
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Gulf Countries databank Mar 20
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Hungary databank Mar 17
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India databank Jun 26
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Mexico databank Mar 11
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Panama databank Mar 6
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Peru databank Feb 27
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Philippines databank Mar 9
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Poland databank Feb 19
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Russia Economics databank Mar 17
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South Africa databank Mar 4
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Turkey databank Dec 24
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Ukraine databank Mar 9
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Venezuela databank Mar 5
NEWS FLASH
UPCOMING WEBINAR - HUNGARY ELECTIONS 2026: POLLS, RISKS AND MACRO OUTLO...
COUNTRY INSIGHTS
The current account shows an improved external position in a volatile global environment
SOUTH AFRICA · Report · 16 Mar 2026
Data released by the South African Reserve Bank indicates that the South African current account balance recorded a surplus for the first time since Q3-2023, as it switched from a deficit of R72 billion in the third quarter of 2025 to a surplus of R50.2 billion in the fourth quarter. As a ratio o...
Slow but steady: South Africa records its fifth consecutive positive GDP growth rate in Q4-2025
SOUTH AFRICA · Report · 11 Mar 2026
Real GDP figures released by Statistics South Africa (Stats SA) indicate that South Africa’s economy registered its fifth consecutive quarterly expansion, as it increased by 0.4% q/q in the final quarter of 2025. As in previous quarters, Q4-2025 growth was mainly fueled by strong household consum...
South Africa’s economy: gradual stabilization amid persistent structural constraints
SOUTH AFRICA · Forecast · 06 Mar 2026
• Bonds: The South African bond market strengthened considerably through 2025 and into early 2026, marking a clear shift from the volatility and risk discounting that characterized the prior years, with several positive domestic developments underpinning the improvement. However, rising geopolit...
Budget 2026: from fiscal strain to stabilization and consolidation through growth rather than taxation
SOUTH AFRICA · Report · 26 Feb 2026
Finance Minister Enoch Godongwana tabled Budget 2026 in an environment marked by cautious macroeconomic stabilization, ongoing fiscal consolidation, and a more complex political landscape under the Government of National Unity (GNU). Whereas Budget 2025 was shaped by political disagreement and th...
President Ramaphosa delivers SONA 2026 amid economic strain and reform pressures in an election year
SOUTH AFRICA · Report · 17 Feb 2026
President Cyril Ramaphosa delivered the 2026 State of the Nation Address against a complex domestic and global backdrop, marked by subdued economic growth, infrastructure constraints, geopolitical tensions and rising pressure on the government to demonstrate tangible progress under the Government...
The South African Reserve Bank starts the year by holding rates steady
SOUTH AFRICA · Report · 29 Jan 2026
Having convened for its first meeting of 2026 this week, the South African Reserve Bank’s Monetary Policy Committee (MPC) announced its interest rate decision today. Mostly in line with market expectations, the MPC voted to keep the benchmark interest rate unchanged at 6.75%. As such, the prime l...
The 2026 ANC January 8th Statement: renewed emphasis on local government ahead of municipal elections
SOUTH AFRICA · Report · 13 Jan 2026
In his 2026 January 8th Statement, President Cyril Ramaphosa reiterated the ANC’s political and policy priorities against the backdrop of growing public dissatisfaction and ahead of municipal elections later in 2026. This address also comes in the wake of the 2024 general elections, in which the ...
South Africa’s current account deficit declines in Q3-2025
SOUTH AFRICA · Report · 04 Dec 2025
Current account data released by the South African Reserve Bank (SARB) today indicates that, in the third quarter of 2025, the deficit on South Africa’s current account narrowed from R72.2 billion in the second quarter to R57 billion. Relative to GDP, the current account deficit narrowed from 1% ...
GDP grows for four consecutive quarters
SOUTH AFRICA · Report · 02 Dec 2025
The South African economy registered its fourth consecutive quarterly expansion during the third quarter of 2025, as real GDP increased by 0.5% q/q following another rise of 0.9% q/q in the second quarter. The recent growth momentum has been supported by a more stable electricity supply and impro...
Reform momentum and fiscal repair: South Africa’s slow shift toward stability
SOUTH AFRICA · Forecast · 28 Nov 2025
• South Africa’s growth: South African economy’s real GDP was 0.7% higher in H1-2025 than it was during the corresponding period in 2024. The uncertainty around tariffs was already weighing on the economy in the second quarter, but the full impact only materialized in the third quarter, when the ...
The South African Reserve Bank ends the year with a 25 bps interest rate cut
SOUTH AFRICA · Report · 20 Nov 2025
The South African Reserve Bank’s (SARB) Monetary Policy Committee (MPC) opted to lower the benchmark interest rate by 25 basis points from 7% to 6.75% during its final meeting of the year. This follows a pause in policy normalization during the MPC’s meeting in September. As a result, the prime l...
National Treasury commits to staying the fiscal course, introducing a new inflation target amid global uncertainty
SOUTH AFRICA · Report · 13 Nov 2025
Delivering this year’s Medium-Term Budget Policy Statement (MTBPS), Finance Minister Enoch Godongwana noted that South Africa, like many other nations, is navigating a period of intensifying global competition and deepening economic and political divisions. The MTBPS, tabled annually during eithe...
Eskom turns profitable for the first time in eight years as operations improve
SOUTH AFRICA · Report · 10 Oct 2025
Eskom reported its financial results for the year ending March 31, 2025, at the end of September 2025. The results indicate that the entity had returned to profitability for the first time in eight years, posting a profit before tax of R23.9 billion in FY2025, compared with a loss of R25.5 billio...
The SA Reserve Bank halts monetary policy easing
SOUTH AFRICA · Report · 18 Sep 2025
The SA Reserve Bank’s Monetary Policy Committee (MPC) voted to keep the benchmark interest rate unchanged at the conclusion of this week’s meeting. This leaves the repo rate at 7% and the prime lending rate at 10.5%. The SARB noted that, since September last year, rates have been lowered by a cu...
South Africa’s current account deficit widens in Q2-2025
SOUTH AFRICA · Report · 11 Sep 2025
Data released by the South African Reserve Bank (SARB) indicates that the deficit on the country’s current account of the balance of payments widened in the second quarter of 2025. The deficit on the current account increased from R47.8 billion in the first quarter to R82.8 billion in the second ...