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Economic Forecast

The TVC Economic Review for Quarter 2, 2023

In Q2 2023, a notable challenge was the persistence of inflation, leading to central banks, such as the U.S. Federal Reserve, navigating the delicate task of addressing rising prices while maintaining economic stability.

Economic Overview

Q1 2023 Economic Review: What Moved the Markets?

We entered 2023 with a close eye on inflation and the hopes of a positive bounce-back with Covid-19 now officially at our backs, even as global political unrest persists. In this Economic Review, we recap the events that moved the markets in Q1.

Economic Overview

TVC Economic Review: What Moved the Markets in Q4?

In this Economic Review blog, we summarise trends, developments, financial data, and major events that moved the markets and impacted the economy globally and locally in Quarter 4 of 2022.

Economic Overview

TVC Economic Review: What happened in Quarter 3 2022?

In the third quarter of 2022 we saw continued themes of inflation, geopolitical instability, and slow economic recovery. Here we give an analysis on events that moved the market Globally and in South Africa, as well as an investor perspective.

Economic Overview

TVC Economic Review: Quarter 2 2022

Looking back at and providing analysis and commentary on what happened economically in South Africa and globally during Q2 2022. Determined by slowdown in global growth, higher inflation, interest rates and geopolitical tensions.

Economic Overview

TVC Economic Review: Q1 2022

Looking back at the first quarter of the year, we consider events that moved the markets. At the start of 2022, the global economy was on a trajectory to bounce back from the Omnicron COVID-19 variant – with some recovery in consumer spending and business investment.

Economic Review

TVC Economic Review: Q4 2021

In this economic review, we focus on events that moved the market in Q4 2021. Globally we saw continued economic growth, despite setbacks such as Omicron, and on the local front, Gross Domestic Product (GDP) continued to be a concern as the impact of July unrest was felt, even as local equities outperformed other developing and emerging markets. 

Economic Review

TVC Economic Review: Q3 2021

In this economic review, we focus on events that moved the market in Q3 2021. On the global front, we saw two main prominent influences: inflation fears and China regulatory crackdown. In hindsight, local markets were affected by negative tourism and a weak Rand made offshore investments more attractive.

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