by Wandile Sihlobo | Sep 22, 2020 | Daily Notes
The move to ‘level 1’ of the lockdown is a welcome step from a broader macroeconomic perspective, as this ensures that economic activity in the country continues to normalize gradually across more sectors of the economy. Within agriculture, the only segment that will...
by Wandile Sihlobo | Sep 15, 2020 | Daily Notes
Some analysts, myself included, did not anticipate that the 2019/20 harvest and agricultural performance would be as robust as we have witnessed. This is clear from one of the essays I wrote for Business Day on December 10, 2019, which was titled – Another grim...
by Wandile Sihlobo | Sep 14, 2020 | Daily Notes
My aim in this morning’s blog post is to discuss briefly the sentiment conditions in South Africa’s agriculture and agribusiness sectors. This follows the release of the third-quarter results of the Agbiz/IDC Agribusiness Confidence Index (ACI). For full disclosure, I...
by Wandile Sihlobo | Sep 13, 2020 | Daily Notes
In this blog post, I will briefly reflect on South Africa’s recent weekly grain data releases and also on the upcoming 2020/21 production season, leaning on the United States Department of Agriculture (USDA) data that was published on Friday evening.[1] SA weekly...
by Wandile Sihlobo | Sep 7, 2020 | Daily Notes
This is an important day in the South African economics calendar. At 11h30 this morning, Statistics South Africa will release GDP data for the second quarter of the year. Recent surveys of macro analysts’ forecasts of the second quarter GDP show that the South African...
