
The South African market rebounds
- 11 Feb 2025
- by
- Saul Miller and Nicole Agar
- Reading time: 3 mins
Trump’s initiation of tariffs on imports from Mexico and Canada came as no surprise in January.


Uncertainty set to continue
- 10 Jan 2025
- by
- Saul Miller and Nicole Agar
- Reading time: 5 mins
Donald Trump prepares for a second term as US President as the US remains resilient and markets cheer campaign promises to cut tax and regulation.


Trump 2.0
- 11 Dec 2024
- by
- Saul Miller and Nicole Agar
- Reading time: 3 mins
US equity markets responded positively to a Trump victory in November as campaign promises to cut taxes support the immediate US earnings outlook.


Resilience amidst uncertainty
- 7 Nov 2024
- by
- Saul Miller and Nicole Agar
- Reading time: 3 mins
The US remained resilient in October while heightened election uncertainty led to market volatility.


The rate cutting cycle began in earnest
- 10 Oct 2024
- by
- Saul Miller and Nicole Agar
- Reading time: 5 mins
With one quarter of 2024 to go, the US economy, while slowing, still remains remarkably resilient.


Ready for rate cuts?
- 6 Sep 2024
- by
- Saul Miller
- Reading time: 3 mins
The US economy is slowing, however remains resilient and with certainty around imminent rate cuts, US markets performed well in August.

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