Investors have reason to be pleased with the market performance in the second quarter of 2024, with even a delay in the start of the Fed’s interest rate loosening cycle failing to dampen performance. After a robust first quarter followed by April’s relatively sharp correction, May and June saw a resumption of the upward trajectory…
As we enter the second half of the year, the world’s attention is turning to the blockbuster event of the political calendar: the US presidential election in November. Judging from previous election years, we can expect volatility to increase as investors and traders try to predict who the winner will be and what impact their…
A question that clients often ask us is how much of a risk the high levels of sovereign indebtedness in the US pose to the global economy and markets. With close to $35 trillion in national debt and a debt to GDP ratio of around 123%, the US government’s debt situation is serious enough to…
The following article authored by esteemed political analyst RW Johnson, provides his most interesting insights into the “bad faith” bargaining that occurred in the lead-up to the GNU; the ANC’s determination to exclude the DA from any key posts in the national economic cluster; a possible scenario in which the EFF and MKP may reunite…
