Monthly Report | May ’22
Introduction
The earnings growth outlook has deteriorated. Rising bond yields, energy prices and supply disruptions will keep volatility elevated. Globally, the cost of living has risen to uncomfortable levels denting, consumer confidence and corporate profits. Household incomes remain deeply negative in real terms and the job market remains very tight. Energy costs are rising, supply chains remain fragile and rising wages will continue to add pressure to corporate profits. Economic data is also softening, but household balance sheets remain in decent shape, especially in the US.
Previous Reports
Quarterly Report | Q1 ’25
The South African Reserve Bank (SARB) decreased interest rates by 25 basis points at the January Monetary Policy Committee (MPC) meeting.
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