Archive for February, 2008

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Friday, February 29th, 2008

Surging Asian inflation could hit Western markets


The upshot of rapidly rising inflation in Asia could not only result in stronger Asian currencies, but also in reduced Asian investment in Western bond markets and, over the longer term, the need for higher real rates in the West with commensurate implications for lower economic activity. Of immediate consequence: be very careful of overvalued US and EMU government bonds.

6 Comments » - Posted in Bonds, Currencies, Investment, Markets, Money by Prieur du Plessis
Thursday, February 28th, 2008

A message from Government


Source: Unknown

No Comments » - Posted in Humor by Prieur du Plessis
Thursday, February 28th, 2008

South African inflation surprises on the upside


By Kevin Lings
In January 2008, headline CPI inflation rose by a large 1.1% m/m, with the annual rate jumping to 9.3% y/y from 9.0% y/y in December. This was above market expectations for the rate to remain unchanged at 9.0% y/y. CPIX inflation also rose substantially, up 1.2% m/m in January, with the annual rate [...]

No Comments » - Posted in South Africa by Prieur du Plessis
Wednesday, February 27th, 2008

South African economic growth facing slowdown


By Kevin Lings
In Q4 2007 SA GDP grew by a very robust 5.3% q/q annualised (seasonally adjusted), up from a slightly revised 4.8% q/q in Q3 2007. SA’s Q4 2007 growth rate was well above market expectations for an increase of 4.4%. In fact, none of the analysts expected growth above 5%, while, strangely, one [...]

No Comments » - Posted in South Africa by Prieur du Plessis
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