Risk Alert | SA backs down, marginally

24 March 2025 - In this week’s Risk Alert, we begin with a marginal shift in SA’s stance towards the US, with research funding under ongoing strain.

Publication description

We turn to Europe, where Germany is undertaking a generational shift in defence spending. Thereafter we look at a gloomy US growth outlook.

We close with an analysis of the latest interest rates moves in both SA and the US.