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Jason Muscat

FNB
  • Opinion & Analysis

Jason Muscat's Comment & Analysis
A complete archive of Jason Muscat's articles, including current analysis & opinion.

September retail sales registered a very robust 5.4% y/y expansion, with all categories apart from hardware growing in the month. The September print, the last for the third quarter, saw the ...
South Africa’s manufacturing sector continues to struggle, contracting -1.6% y/y in September, and down -0.8% on a month-on-month basis. Wood and paper products, which fell -7% y/y, shaved off ...
SA: September CPI printed in line with our expectations, at 5.1% y/y from 4.8% in August. August retail trade sales exceeded our expectations of modest growth, registering an extremely robust 5.5% ...
September CPI printed in line with our expectations, at 5.1% y/y from 4.8% in August, and gained 0.5% m/m. The jump above 5% was largely anticipated by the market given the 67c increase in the fuel ...
August retail trade sales exceeded our expectations of modest growth, registering an extremely robust 5.5% y/y and 2.4% m/m. The print was the highest annual growth rate since May 2013, and ...
As we had expected, the manufacturing sector registered its first positive growth figure after four consecutive months of contraction, albeit by only 1.5% y/y and 0.3% m/m. The biggest contributor to ...
SA: As anticipated, September vehicle sales delivered another year-on-year expansion, up 7%. The September Absa PMI showed a modest improvement from 44 in August to 44.9 on a seasonally adjusted ...
Contrary to our expectations of a modest narrowing of the current account deficit, the 2Q17 SARB Quarterly Bulletin (QB) showed a widening to -2.4% of GDP from -2% in the first quarter. The deficit on...
July retail trade sales registered the fifth consecutive positive reading for 2017, expanding 1.8% y/y (unadjusted) from an upwardly revised 3.2% in June. In fact, all of the second quarter numbers ...
June retail trade sales expanded 2.9% y/y (unadjusted), the strongest figure posted since November 2016. General dealer sales, which accelerated to 2.5% y/y, added 1.1 pps while a 12.4 % y/y increase ...