In this week’s edition of Africa & Alpha, we make a critical assessment of Uganda’s macroeconomic landscape, characterised by strong real sector performance alongside mounting fiscal pressures and cautious monetary policy. We examine Uganda’s fiscal operations, monetary policy stance, trade developments, inflation trends, output growth, sovereign yield curve dynamics, and business confidence indicators.
Resilience at a Crossroads. South Africa's macroeconomic landscape stands at a critical juncture. Anchored inflation, fluctuating capital flows, and bold policy initiatives coexist with mounting global trade tensions, domestic fiscal strain, and political volatility. While global investors continue rotating out of emerging markets, South Africa finds itself defending against a multifaceted capital exodus. Yet within this pressure lies opportunity.
