Codera Analytics @CoderaAnalytics
Subscribe to weekly newsletter: https://t.co/gi5TNhaXlQ Joined October 2021-
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Our estimate of SA's potential growth has been revised up to just below 1.1%. Today's @CoderaAnalytics post shows that the SARB have moved their estimates closer to Codera's over recent MPC meetings.
Today’s @CoderaAnalytics post by @AidanHorn1 shows that vehicle exports have growth faster than vehicle exports for South Africa. Aggregates of cross border trade transactions are available on EconData to module subscribers. Contact us for a demo or to subscribe. @Stratalyze1
SARB' MPC projections from Jan 2026 MPC (before the 2025Q4 data were published) assumed potential growth at 1.1% for 2025 but curiously an output gap for 2025 of -0.2 ppts. @CoderaAnalytics will publish updated estimates and comparisons once GDP for 2026Q1 is published today.
Today’s @CoderaAnalytics post by Oliver Guest shows that SARB’s latest projections lowered the growth outlook for 2026. 🛒Codera's macro nowcast service provides accurate near projections, with ongoing performance tracking. Contact us for a demo or to subscribe.
In today's @CoderaAnalytics post we show a measure of food insecurity by South African province for based on retail data. Contact us for a quote for a subscription.
Today’s @CoderaAnalytics post by Sinead Morrow shows that personal income tax and value added tax (VAT) revenues represent almost 75% of South Africa’s total tax take.
📢SA-TIED research featured in BusinessDay. A new BusinessDay feature drawing on SA-TIED research examines the combination of macroeconomic pressures and spending dynamics that have kept the debt trajectory off course. Read more: go.unu.edu/CVWEi
South Africa’s spending on the military is down from its 1970s and 1980s highs, and exports are up. @CoderaAnalytics
Since new trade tariffs on SA imports to the US came into effect in Aug 2025, exports to the US were up just over than 11%, reflecting big increases in March & April 2026. Exports to other countries were up just over than 8%. @CoderaAnalytics @AidanHorn1 @Stratalyze1
In this @XA_advisors webinar, Jan Smuts and I will present our @CoderaAnalytics policy paper that assesses the extent of trade misinvoicing of South African exports. Register here: us02web.zoom.us/webinar/regist…
Today's @CoderaAnalytics post by Sinead Morrow estimates private and public sector contributions to GDP growth in South Africa over time.
Today’s @CoderaAnalytics post by Oliver Guest provides a comparison of one-year ahead inflation forecast errors from the market for a range of countries since 2010 from Codera’s forthcoming audit of international central bank forecast performance.
Today's @CoderaAnalytics post by Jurgens Fourie shows that South Africa's economic growth has decoupled from US growth since the Covid-19 pandemic.
PayInc's data show that net nominal salaries fell 0.5% in April 2026 compared to April 2025. Today’s @CoderaAnalytics post compares recent wage dynamics in SA from different sources with different coverage
Together with Donald MacKay from @XA_advisors, @CoderaAnalytics will be presenting our findings from our survey on the firm costs and benefits of Black Economic Empowerment regulations in South Africa at this webinar next Tuesday. Register here: us02web.zoom.us/webinar/regist…
Today’s @CoderaAnalytics post by Jacques Quass De Vos updates our Trump Index, showing it remains lower than its 2025 peak.
Today’s @CoderaAnalytics post by Jacques Quass De Vos updates our SA Trade Uncertainty Index, showing it has fallen from its historical highs.
In our new paper we compare cross-country IMF forecast accuracy. IMF projection accuracy for South Africa compares favourably for GDP and debt-to-GDP to other emerging markets. @JanPretorius98 @CoderaAnalytics Read paper: sa-tied.wider.unu.edu/article/unders….
Post available here: codera.co.za/news-based-inf…
Today’s @CoderaAnalytics post by Jacques Quass De Vos measures public inflation attention, counting the frequency of the word ‘inflation’ in South African newspapers. As we show in the post, inflation-related news coverage correlates with inflation expectations.
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