Codera Analytics @CoderaAnalytics
Subscribe to weekly newsletter: https://t.co/gi5TNhaXlQ Joined October 2021-
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Our @CoderaAnalytics policy paper with Donald MacKay of @XA_advisors discussed in today's @FinancialMail: financialmail.businessday.co.za/opinion/2026-0…
Today's @CoderaAnalytics post by Sinead Morrow shows that public sector GDP has grown faster than private sector GDP, even though private sector GDP is much more important to overall GDP.
The vehicle manufacturing industry in SAa is relatively small, contributing around 1% to our GDP. Yet the automotive industry receives substantial preferential tax treatment, costing the fiscus over R40bn in foregone tax (around 0.6% of GDP). @CoderaAnalytics
Today’s @CoderaAnalytics post by Oliver Guest shows that SARB’s latest projections assume that food inflation in SA will rise to almost 5%, before shifting structurally lower. Historically, food inflation has been much higher than the new target (averaging 6.3% since 2009)
There is a lot of uncertainty around macroeconomic data in SA. In the case of GDP, estimates have tended to be revised upwards, by about 0.4 percentage point, on average. Today's @CoderaAnalytics post by Lisa-Cheree Martin summarises recent GDP revisions.
Today’s @CoderaAnalytics post by Oliver Guest provides a comparison of current year inflation forecast errors from SARB, the private sector and the IMF for South Africa since 2010 from Codera’s forthcoming audit of international central bank forecast performance.
Today’s @CoderaAnalytics post by Lisa Martin shows that residential and non-residential construction activity has declined substantially relative on a per capita basis. Despite this, property prices have been stagnant in real terms everywhere apart from Cape Town
Much has been made about government increasing public investment. This @CoderaAnalytics post from @CoderaAnalytics by @AidanHorn1 shows a sharp decline over the past 5 years particularly under the expanded definition of infrastructure &a further decline forecasted going forward
In this @CoderaAnalytics post, @JanPretorius98 assesses how much Statistics South Africa has revised national population estimates and how aligned their projections have been to subsequent estimates of population. Read more: codera.co.za/sa-population-…
Today’s @CoderaAnalytics post by Oliver Guest compares historical GDP projections to those from market analysts.
Today's @CoderaAnalytics post by Oliver Guest summarises current and historical top FIFA soccer rankings.
The XA and Codera guide to understanding the microeconomic costs and benefits of B-BBEE regulations buff.ly/GNfxhEm #XA #Codera #BEEReport #Microeconomics #Webinar #Stayintheknow
Today’s @CoderaAnalytics post by Lisa-Cheree Martin shows that residential construction activity has declined substantially compared to earlier decades, particularly for small residential buildings. Full post: codera.co.za/residential-co…
Our report with @XA_advisors discussed in @currencynewsza currencynews.co.za/meths-bee-stin… @CoderaAnalytics
Today’s @CoderaAnalytics post by Oliver Guest compares historical SARB inflation projections to those from market analysts, showing that SARB had more accurate forecasts between 2019, 2021 and 2025.
In today’s @CoderaAnalytics post we show a measure of braai-pensity. The Western Cape ranks highest. We observe strong increases during the summer holidays, as well as around National Braai day. Read more: codera.co.za/measuring-braa…
Today's @CoderaAnalytics post by @AidanHorn1 compares rail and road passenger journeys in South Africa over time.
Today's @CoderaAnalytics post by Sinead Morrow shows that certain forms of government infrastructure spending have declined dramatically since 2011, particularly National Department capital spending and National expenditure on roads, trains and other infrastructure.
Today's @CoderaAnalytics post shows a selection of inflation scenarios based on assumed profiles for the global oil price. Under all scenarios, headline CPI inflation surpasses the SARB's projections by the end of 2026. To subscribe to our nowcasts, contact us for a demo
Today’s @CoderaAnalytics post by Oliver Guest shows the largest price changes in South Africa’s CPI in May 2026. EconData makes this kind of analysis easy and automatable. Contact us for a demo.
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Daan Steenkamp @daan_steenkamp
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42K Followers 183 Following The Federal Reserve Bank of Philadelphia conducts research on numerous topics and disseminates this research through publications, releases, and conferences.
ClevelandFedResearch @ClevFedResearch
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