In this week's edition we take a look at the Zuma effect, surprising ways the economy will change and deliver a sobering Covid-19 report card.
The current strength of the rand appears to be "somewhat divorced" from actual sentiment around the SA economy, an emerging markets economist tells Fin24.
The idea of the government reviewing inflation targeting in SA's low-growth environment and political threats against the independence of SARB is "a credibility hand grenade with the pin out", says an analyst.
Based on previous losses, it is likely that the loss to SA's GDP due to Eskom load shedding since last Sunday has been about R1bn per load shedding stage per day, says an analyst.
One could describe 2018 as a rollercoaster year, says analyst Peter Attard Montalto, head of Capital Markets Research at Intellidex.
Cabinet's interventions failed to impress Intellidex, as the firm called the Cabinet meeting and its outcomes an extension of one from the previous week "which gave the unfortunate patina of spin to the whole thing".
While Wednesday's election will be highly contested, specialised market research company Intellidex sees it as less important for what comes next.
Having no policy white paper on Eskom makes for a huge credibility problem for Treasury to deal with in Budget 2019, says Peter Attard Montalto of Intellidex.
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