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Brief note intended as a more regular interface with our clients. The emphasis is to provide our interpretation of important economic events, such as South African Reserve Bank interest rate statements, and key data releases, including GDP growth figures.
This presentation-style comment summarises updates to the BER’s baseline forecast and presents three alternative scenarios with varying assumptions regarding the duration and extent of the oil price shock. Prof. Esterhuyse’s slides, “Middle East Escalation & the New Global Order,” as presented during the BER client webinar on 13 March 2026, are attached at the end of the BER presentation.
