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Where will the Treasury borrow from?
That's Trillion with a t
 • 
Roy Havemann
Navigating by the stars under cloudy skies
What did we learn from the Jackson Hole lekgotla?
 • 
Roy Havemann
August 2023
In London, the opposite of love is indifference
A visit to London revealed indifference to South Africa, neither interesting enough to buy debt nor interesting enough to offload. “Meh.” was the…
 • 
Roy Havemann
Banking Monthly: The race is on (NII v NPLs)
Rising interest rates lead to improved bank profitability. But as the economy deteriorates, for how long?
 • 
Roy Havemann
July 2023
March 2023
Not just fancy accounting
National Treasury is thinking ahead
 • 
Roy Havemann
February 2023
January 2023
To go BIG or not?
The cure for SA’s ills should not be worse than the disease
 • 
Roy Havemann
November 2021
Unpleasant fiscal maths
In 2019, the President of the American Economics Association, Olivier Blanchard, gave a keynote address. He summarised sensible fiscal policy into a…
 • 
Roy Havemann
Coming soon
This is havemania, a newsletter about Macrosomethingorother.
 • 
Roy Havemann
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