Die ekonomie minuut

The collapse of a bank in the US, which few of us had ever heard of before last week, is messing with stock markets and bank stocks all over the world. What caused this and what does it have to do with Capitec for example? (not much) This episode is supported by Jenwil financial advisory service and the NWU Business School. Errors and omissions remain my own.

Die ineenstorting van ʼn bank in die VSA, waarvan min van ons ooit gehoor het voor verlede week, is besig om te mors met beurse en bankaandele reg oor die wêreld. Wat het dit veroorsaak en wat het dit met byvoorbeeld Capitec te doen? Hierdie episode word ondersteun deur Jenwil finansiële adviesdiens en die NWU Sakeskool. Foute en weglatings bly my eie.

Ek het Vrydag vertel hoe Amerikaanse indiensname syfers hulle inflasie- en rentekoersvooruitsigte beïnvloed, en hoe dit die dollar versterk en druk plaas op die rand en aandelebeurse. Hulle sogenaamde non-farm payroll data is laat Vrydagmiddag bekend gemaak en dit lyk of ons moeilikheid gaan voortduur. Hierdie episode word ondersteun deur die Buro vir Ekonomiese Ondersoek in Stellenbosch en die NW...

On Friday I talked about how US employment figures affect their inflation and interest rate outlook and how this strengths the dollar and puts pressure on the rand and stock markets. Their so called non-farm payroll data was released late on Friday and it looks like our troubles will continue. This episode is supported by the Bureau of Economic Research in Stellenbosch and the NWU Business School....

The rand-dollar exchange rate has weakened over the past week. This is a brief summary of the causes and effects. This episode is supported by the NWU Business School. Errors and omissions are my own.

Die rand-dollar wisselkoers het die afgelope week verswak. Hierdie is ʼn kort samevatting van die oorsake en gevolge. Hierdie episode word ondersteun deur die NWU Sakeskool.

Sakevertroue het afgeneem in die eerste kwartaal. Dit is maar beurtkrag wat byt, maar daar is spelers in konstruksie en elektrisiteit wat begin glimlag. Hierdie episode word ondersteun deur Economic Research Southern Africa en die NWU Sakeskool. Foute en weglatings is my eie.

Business confidence declined in the first quarter. It is loadshedding that is biting, but there are players in construction and electricity that are starting to smile. This episode is supported by Economic Research Southern Africa and the NWU Business School. Errors and omissions remain my own.

Ekonome het verwag dat die ekonomie gaan inkrimp in die vierde kwartaal. Die Bloomberg konsensus was vir ʼn 0,4% inkrimping, maar gister het Statistieke Suid-Afrika bekend gemaak dat dit ʼn 1,3% inkrimping was, en dit is ʼn probleem. Hierdie episode word ondersteun deur Predictive Insights en die NWU Sakeskool. Foute en weglatings bly my eie.

Economists expected the economy to contract in the fourth quarter. The Bloomberg consensus was for a 0.4% contraction, but yesterday Statistics South Africa announced that it was a 1.3% contraction, and that is a problem. This episode is supported by Predictive Insights and the NWU Business School. Errors and omissions are my own.

Vandag word die Bruto Binnelandse Produk en ekonomiese groei-syfers vir die vierde kwartaal van verlede jaar bekend gemaak en hoewel dit kan klink soos ou nuus, is daar ʼn paar redes om hierdie aanwyser dop te hou. Hierdie episode word ondersteun deur die Buro vir Ekonomiese Ondersoek in Stellenbosch en die NWU Sakeskool. Foute en weglatings bly my eie.

Today the Gross Domestic Product and economic growth figures for the fourth quarter of last year are announced and although it may sound like old news, there are a number of reasons to keep an eye on this indicator. This episode is supported by the Bureau of Economic Research in Stellenbosch and the NWU Business School. Errors and omissions remain my own.

According to media reports, President Ramaphosa will announce the changes in his cabinet this evening. It's more about gross national politics than gross national product, but I wondered if economic theory couldn't help him. This episode is supported by Jenwil financial advisory service and the NWU Business School. Errors and omissions remain my own.

Volgens media berigte gaan President Ramaphosa vanaand die veranderinge in sy kabinet aankondig. Dit gaan meer oor die bruto nasionale politiek as die bruto nasionale produk, maar ek het tog gewonder of ekonomiese teorie hom nie kan help nie. Hierdie episode word ondersteun deur Jenwil finansiële adviesdiens en die NWU Sakeskool. Foute en weglatings bly my eie.

Met Eskom se 100ste bestaansjaar wat hierdie week gevier word kan mens ongelukkig skaars byhou met die slegte nuus uit die energie-sektor. Die energie oorgang klink dit soos iets wat iewers anders gaan gebeur, maar eintlik is ons elkeen deel daarvan. Hierdie episode word ondersteun deur die NWU Sakeskool. Foute en weglatings bly my eie.

With Eskom's 100th anniversary being celebrated this week, one can, unfortunately, keep up with the bad news from the energy sector. The energy transition sounds like something that will happen somewhere else, but actually, we are all a part of it. The NWU Business School supports this episode. Errors and omissions remain my own.

Dit is nie maklik om te sê hoe dit nou met die ekonomie gaan nie, maar daar is hierdie week ʼn paar aanwysers bekend gemaak wat die impak van beurtkrag op die ekonomie begin wys. Hierdie episode word ondersteun deur Economic Research Southern Africa en die NWU Sakeskool. Foute en weglatings bly my eie.

It is not easy to say how the economy is doing right now, but this week a few indicators were released that are beginning to show the impact of load shedding on the economy. This episode is supported by Economic Research Southern Africa and the NWU Business School. Errors and omissions remain my own.

Statistieke Suid-Afrika het gister die resultate van die arbeidsmagopname vir die vierde kwartaal van verlede jaar bekend gemaak. Die werkloosheidskoers het effens afgeneem. Hoe maak ons daarvan sin? Hierdie episode word ondersteun deur Predictive Insigths en die NWU Sakeskool.

Yesterday, Statistics South Africa announced the results of the labor force survey for the fourth quarter of last year. The unemployment rate decreased slightly. How can we make sense of it? This episode is supported by Predictive Insights and the NWU Business School. Errors and omissions remain my own.

South Africa ended up on the FATF's greylist on Friday, but what does this mean and what consequences could it have? Jenwil financial advisory services and the NWU Business School support this episode. Errors and omissions remain my own.

Suid-Afrika het Vrydag op die FATF se gryslys beland, maar wat beteken dit en watter gevolge kan dit inhou? Hierdie episode word ondersteun deur die Jenwil finansiële adviesdiens en die NWU Sakeskool. Foute en weglatings bly my eie.

Verlede week was vol gebeure wat vertroue en die rand-dollar wisselkoers raak. Vandag kan ʼn rowwe een in die valutamark wees en die vraag is of en wanneer die rand sal herstel. Hierdie episode word ondersteun deur die Buro vir Ekonomiese Ondersoek in Stellenbosch en die NWU Sakeskool. Foute en weglatings bly my eie.

Last week was full of events affecting investor sentiment and the rand-dollar exchange rate. Today could be a rough one in the forex market and the question is if and when the rand will recover. This episode is supported by the Bureau of Economic Research in Stellenbosch and the NWU Business School. Errors and omissions remain my own.

With the Budget Speech in the news this week it was easy to miss the announcement of the 2023 minimum wage. Yet, it has important consequences and I want to say a bit more about it.  The Agricultural Economics Minute, is supported by RAiN chartered accountants. You reap the harvest, they reap the rest. Errors and omissions remain my own.