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PMI & Vehicle sales – March ’26

Improvements in PMI and vehicle sales, but outlook less optimistic.

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Real-time Reports

QES (Q4 ’25) & Trade balance (Feb ’26)

Strong trade, weak labour market reinforce pre-war themes.

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Recap & Outlook

Recap & Outlook: 30 Mar ’26

Recap & Outlook is a single report focused on the key developments of the week.

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PPI (FINAL MANUFACTURED GOODS)Nov '25: +2.9% y/y ▶ (+2.9% y/y)
SARB’S LEADING INDICATORNov '25: 118.4pts ▲ (116.8pts)
PRIVATE SECTOR CREDITOct ‘25: +7.3% y/y ▲ (+6.0% y/y)
RETAIL SALESNov '25: +3.5% y/y ▲ (+3.0% y/y)
BUSINESS CONFIDENCEQ4 2025 44 points ▲ (39 points)
MINING PRODUCTIONNov '25: -2.7% y/y ▼ (+6.1% y/y)
CPI (HEADLINE)Dec '25: +3.6% y/y ▲ (+3.5% y/y)
MANUFACTURING PRODUCTIONNov '25: -1.0% y/y ▼ (+0.45% y/y)
TOTAL VEHICLE SALESDec '25: 48,983 ▼ (54,896)
ABSA PMIDec '25: pts 40.5 ▼ (42.0 pts)
TRADE BALANCEOct '25 +R15.6bn ▼ (+R22.3bn)
GOVERNMENT BUDGET BALANCEOct '25 -R35.8bn ▼ (-R15.4bn)

ECONOMETRIX IMPACT STUDY: STEEL SECTOR

Explore the insights from Econometrix on the economic impact of tax policies and the closure of ArcelorMittal South Africa’s Newcastle plant on the South African steel sector and economy.

Access the full presentation and press release here.

ECMX - Econometrix

We Manage Economic Risk. Simple.

We are recognised as one of South Africa’s foremost independent economic consulting and research firms. ECMX is dedicated to providing clients with critical insights and data-driven solutions. Whether you require comprehensive analysis of macroeconomic trends or expert guidance to navigate intricate markets, we are here to assist you.

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At Econometrix, we believe that understanding the broader economic picture begins with accurate data and expert analysis. By combining real-time data with seasoned insights, we deliver a deeper understanding of what’s happening in the economy, why it’s happening, and how it affects your business.

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ECMX - We Manage Economic Risk. Simple.

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We deliver precise research analysis, covering a wide range of topics from daily updates to comprehensive industry insights.

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We work closely with your organisation to identify data-driven and theoretical solutions that address your operational challenges effectively.

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Making critical decisions starts with reliable information. We deliver unique perspectives through webinars, thematic reports, and tailored strategic guidance.

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Economic Risk. Simple.

Date Uploaded: April 1 2026 14:30

PMI & Vehicle sales – March ’26

Improvements in PMI and vehicle sales, but outlook less optimistic.

Date Uploaded: March 31 2026 15:32

QES (Q4 ’25) & Trade balance (Feb ’26)

Strong trade, weak labour market reinforce pre-war themes.

Date Uploaded: March 30 2026 12:56

Recap & Outlook: 30 Mar ’26

Recap & Outlook is a single report focused on the

Econometrix (ecmx) is part of the ETM Group

Operating within a complex economic environment requires a deep understanding of national performance, sector trends, and target demographics.

Our objective is to empower your organisation with strategic insights to overcome challenges and capitalise on emerging opportunities.

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