Reiaan Hobson's Comment & Analysis
A complete archive of Reiaan Hobson's articles, including current analysis & opinion.
The sharp rise in bond yields is wreaking havoc across global markets, sending stocks tumbling as investors pivot in response to key economic data. Last Friday’s explosive Non-Farm Payroll (NFP)...
Civil unrest in Mozambique has escalated into near civil war following the court ruling on October 9, which confirmed that the ruling Frelimo party had won the elections. This party has been in power...
What Is a Soft Landing in Economics?
If someone were to claim there’s a clear definition of a soft landing, I would strongly disagree. Achieving such a feat—bringing inflation down from 9% to below...
Last week’s highly anticipated round of interest rate decisions delivered significant market movements, and this week could be even more eventful. The Bank of Japan (BOJ), the Bank of England (BOE),...
The Chinese car industry is making significant inroads in South Africa, disrupting a market traditionally dominated by European carmakers. During an interview in Johannesburg on Wednesday, Chinese...
Yesterday’s CPI data aligned with expectations but has been on the rise for the past two months. At the same time, gold (XAU) has shown significant momentum, climbing from $2,543 to $2,711 over the...
This week, central banks in Europe, Canada, and Australia face critical decisions on interest rates, reflecting economic challenges that could shape global markets. As the Federal Reserve prepares to...
Since President-elect Donald Trump's victory, gold has been trading on the back foot as rising bond yields and a strong USD wreak havoc on major currencies and commodities. Optimism around tax cuts...
Starting a war is easy, but solving one—especially when it's irrelevant and unsupported by evidence—is far more difficult. A trade deficit or surplus doesn't necessarily reflect the health of an...
The spaza shop industry in South Africa has come under intense scrutiny in recent weeks following the tragic deaths of several schoolchildren from mysterious food poisoning. The severity of the...