by cfm_admin | Oct 17, 2025 | Weekly Wrap
US-CHINA TENSIONS FLARE… AGAIN Markets were given a sharp reminder last week that trade friction between Washington and Beijing remains unresolved. On 10 October, United States (US) President, Donald Trump, announced plans to impose an additional 100% tariff on...
by cfm_admin | Oct 10, 2025 | Weekly Wrap
GOLD’S RELENTLESS RALLY AND THE RAND’S RISING TIDE Gold continues to surge, continually setting fresh record highs and refusing to lose momentum. What began as a defensive trade has evolved into a global repricing of value. This week the metal reached levels above...
by cfm_admin | Oct 3, 2025 | Weekly Wrap
THE US GOVERNMENT SHUTDOWN AND ITS MARKET IMPLICATIONS This week, the United States (US) entered a federal government shutdown, leading to a temporary scale-back of agency operations and the furlough (temporary layoff) of government workers. While such events have...
by cfm_admin | Sep 26, 2025 | Weekly Wrap
US PCE IN FOCUS The United States (US) Federal Reserve’s (Fed’s) preferred measure of inflation, the Personal Consumption Expenditures (PCE) Price Index, returns to the spotlight later today. Traders, policymakers, and analysts alike will dissect the release, not only...
by cfm_admin | Sep 19, 2025 | Weekly Wrap
THE FED’S LABOUR-INFLATION TRADEOFF The United States (US) Federal Reserve (Fed) entered its September meeting under the weight of conflicting realities. On one side, US inflation remains above the Fed’s two percent target and shows a stubbornness that frustrates...
by cfm_admin | Sep 12, 2025 | Weekly Wrap
THE MINING INDUSTRY: A MONTH OF MERGERS AND MARKET SHIFTS The mining industry has been a hotbed of corporate activity over the past month. A flurry of mergers, acquisitions, and strategic consolidations have concluded amid rising commodity demand, particularly in...
