Economic and Market Overview – May 2025
An Economic and Market overview of April 2025 from Analytics Consulting.
NEWSROOM
Market Update: Trump’s “Threaten-Retreat-Threaten-Retreat” Rollercoaster Rattles Investors
April was characterized by intense market upheaval as President Trump set what UBS economist Paul Donovan describes as an erratic “threaten-retreat-threaten-retreat” cycle in motion.
Economic and Market Overview – April 2025
An Economic and Market overview of March 2025 from Analytics Consulting.
Market Update: Tariffs, Tariffs, More Darn Tariffs
US President Donald Trump’s rapid-fire tariff agenda is upending the global economic and geopolitical order.
Not since World War II has the global trade landscape experienced such significant upheavals.
Market Update: SA and Europe Outpace the US Stock Market
It appears that Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.
Uncertainty, it seems, is the order of the day and investing for the long-term (but expecting realistic returns) is the only solution.
Market Update: Trump 2.0 – A Bumpy Ride so Far
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”. However, global economic uncertainties, including not knowing the president’s next move on tariffs and where interest rates will end the year, are creating a challenging environment for investors to
Market Update: Expect the Unexpected in 2025 – And Plan for it
Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.
Market Update: The Good, Bad and Ugly of Trump’s Return
While initial enthusiasm surrounding Trump’s likely market-friendly economic policies drove the S&P 500 index above 6,000 points for the first time, investors are now carefully weighing the opportunities and risks ahead.
Market Update: Reasons for SA Investors to Be Hopeful?
It’s the countdown to the US elections and stock markets have come off the boil, as investors anticipate the volatility that will surely surround the elections. As always, South Africa is likely to get swept up in the ups and downs. But there are several reasons to be hopeful for
Market Update: US Election Is Too Close To Call, so Expect Market Volatility
It’s still a coin toss when it comes to predicting the US election outcome – and financial markets don’t like unpredictability. You can expect election-based volatility in the run up to the US elections and immediately after that. The bottom line? Investors should focus on the long term and ride
Market Update: Christmas in September if Rates Come Down as Expected
Stock markets ended the month on a high note as the likelihood of September rate cuts in the US and SA increased substantially. A US rate cut is more of a certainty than a South African one, and geopolitics could change the picture. However, there is still cause for cautious
Economic and Market Overview – May 2025
An Economic and Market overview of April 2025 from Analytics Consulting.
Market Update: Trump’s “Threaten-Retreat-Threaten-Retreat” Rollercoaster Rattles Investors
April was characterized by intense market upheaval as President Trump set what UBS economist Paul Donovan describes as an erratic “threaten-retreat-threaten-retreat” cycle in motion.
Economic and Market Overview – April 2025
An Economic and Market overview of March 2025 from Analytics Consulting.
Market Update: Tariffs, Tariffs, More Darn Tariffs
US President Donald Trump’s rapid-fire tariff agenda is upending the global economic and geopolitical order.
Not since World War II has the global trade landscape experienced such significant upheavals.
Market Update: SA and Europe Outpace the US Stock Market
It appears that Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.
Uncertainty, it seems, is the order of the day and investing for the long-term (but expecting realistic returns) is the only solution.
Market Update: Trump 2.0 – A Bumpy Ride so Far
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”. However, global economic uncertainties,
Market Update: Expect the Unexpected in 2025 – And Plan for it
Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.
Market Update: The Good, Bad and Ugly of Trump’s Return
While initial enthusiasm surrounding Trump’s likely market-friendly economic policies drove the S&P 500 index above 6,000 points for the first time, investors are now carefully weighing the opportunities and risks ahead.
Market Update: Reasons for SA Investors to Be Hopeful?
It’s the countdown to the US elections and stock markets have come off the boil, as investors anticipate the volatility that will surely surround the
Market Update: US Election Is Too Close To Call, so Expect Market Volatility
It’s still a coin toss when it comes to predicting the US election outcome – and financial markets don’t like unpredictability. You can expect election-based
Market Update: Christmas in September if Rates Come Down as Expected
Stock markets ended the month on a high note as the likelihood of September rate cuts in the US and SA increased substantially. A US
