Simon Brown on 24/03/2026

How SA will feel the Iranian conflict

‘I think that is going to have a large impact on our food production and … the higher fuel prices that we will definitely see in April’ – PwC chief economist Lullu Kruger.

S Simon Brown
Zijia Song, Matthew Burgess and Heng Xie, Bloomberg on 24/03/2026

Emerging market assets rebound as Trump delays Iran energy strikes

Despite skepticism surrounding the US talks with Iran, the jump in developing-nation currencies was warranted, says Alvaro Vivanco of Wells Fargo.

Z Zijia Song, Matthew Burgess and Heng Xie, Bloomberg
Skylar Montgomery Koning, Bloomberg on 24/03/2026

Markets are underpricing this commodity shock

Rates are too low, equities too high and the dollar not strong enough relative to the move in commodities.

S Skylar Montgomery Koning, Bloomberg