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• The SA Daily – Q3 GDP likely recovered

  by Shireen Darmalingam and Zaakirah Ismail Fri Nov 09 08:25:21 SAST 2018

  Mining and manufacturing for September production now sheds more light on Q3 GDP. Mining production contracted 1.8% y/y, after contracting 6.7% y/y (previously -9.1% y/y) in August; Bloomberg consensus was …

  The SA Daily – Car sales gear down despite prices declining

  by Shireen Darmalingam and Zaakirah Ismail Thu Nov 01 08:27:18 SAST 2018

  Q3:18 total new passenger cars sold to households through dealers declined by 1.3% y/y, to 70,108 units (our forecast: 69,583 units), from an increase of 0.57% y/y (65,160 units) in …

  The SA Daily – Rates still seen as steady this year

  by Shireen Darmalingam and Zaakirah Ismail Fri Oct 26 08:32:58 SAST 2018

  September CPI this week has met our expectations at 4.9% y/y, unchanged from August. Consumer prices increased by 0.5% m/m in September after the 0.1% contraction in August. September CPI …

  The SA Daily – MTBPS: deficit & debt

  by Shireen Darmalingam and Zaakirah Ismail Thu Oct 25 08:34:10 SAST 2018

  Yesterday’s Medium-Term Budget Policy Statement (MTBPS) showed a significantly wider deficit as well as a rising debt trajectory. We view this MTBPS as negative for bond yields, the credit risk …