GTC Trendline – Fourth Quarter 2024
Overview
Perhaps we’ve been blessed by Confucius for our wish to live in interesting times… Because that is certainly how the first quarter of 2025 has started. Mr Trump in his capacity as the new leader of the most powerful country in the world, started his four-year term at a gallop. Clearly learning from his prior experience as to what can – and can’t – be achieved in four quick years, President Trump is maximising his cause-and-affect right from the start.
Seeking to align US favourable ideology with financial dispensations, the Republican-led administration is aligning global financial aid with American loyalty.
Resisting the urge to continue debating American global policy, limiting our questioning only to matters that drive investment markets, there are still many unanswered questions as to how both the first quarter as well as the full twelve months of 2025 will pan out for South Africa, based on America’s South African perceptions.
The gold and oil prices, as well as the relative positioning of the rand will be continued topics of concern and discussion, which we will be rolling out during the course of this year.
