Archive for July 8th, 2008

Daily Archive
Tuesday, July 8th, 2008

Recession Watch

By Cees Bruggemans
When reporting the FNB/BER consumer confidence results last week, it was noticeable how sensitive many people were about using the R-word (Recession).
Not everyone has apparently made the jump to such a drastic deterioration in economic outlook and it wasn’t as yet the way to think or generally speak of things.
Give them time and […]

No Comments » - Posted in South Africa by Prieur du Plessis
Tuesday, July 8th, 2008

Our changing inflation outlook

By Cees Bruggemans
For two years there has been no let up in our inflation outlook, as CPIX bottomed at 3.5% in 2006, since then rising to 11%, with peak talk of 13% shortly.
Two occurrences will importantly shape our inflation next year for the better. But it is what we as yet don’t know about 2009 […]

No Comments » - Posted in South Africa by Prieur du Plessis
Tuesday, July 8th, 2008

Donald Coxe’s Investment Recommendations (June/July 2008)

Donald Coxe, Global Portfolio Strategist of BMO Financial Group, has established a great “big picture” track record and built a large following over the years. His eloquently phrased investment recommendations are particularly insightful and are repeated in this post in an attempt to make sense of the troubled times encountered by financial markets.

6 Comments » - Posted in Money, Markets, Investment by Prieur du Plessis