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Economic Update. Kevin Lings, STANLIB June 2014. United States GDP performance. Index, Q1 2006 = 100. US. United States retail sales. %y/y, nominal. United States light vehicle sales. Seasonally adjusted, annualised , million. United States house prices.

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Economic update
Economic Update

Kevin Lings, STANLIB

June 2014

United states gdp performance
United States GDP performance

Index, Q1 2006 = 100


United states retail sales
United States retail sales

%y/y, nominal

United states light vehicle sales
United States light vehicle sales

Seasonally adjusted, annualised, million

United states house prices
United States house prices

US House prices,%, y/y, nominal, S&P Case Shiller

United states manufacturing employment
United States manufacturing employment


United states federal budget
United States Federal Budget

$ trillion, 12-month running total



United states federal budget1
United States Federal Budget

$bn, 12-month running total

Us defense activity contribution to annual gdp growth
US defense activity contribution to annual GDP growth

Contribution to quarterly GDP growth, %, 4 quarter moving average

War in Iraq

War in Afghanistan

United states official interest rates
United States official interest rates



Euro area gdp vs us gdp index
Euro-area GDP vs US GDP (index)

Index Q1 2006 = 100


Euro-area GDP

China exports

% y/y, 3mnth ave

South africa consumer confidence ber
South Africa consumer confidence (BER)


Rate of growth in consumer credit in south africa
Rate of growth in consumer credit in South Africa


Consumer credit


South Africa growth in mortgage lending


South africa business confidence ber
South Africa business confidence (BER)


South Africa manufacturing production as % of GDP

% of total

South africa growth in exports dollars
South Africa growth in exports (Dollars)


South africa trade balance with key regions
South Africa trade balance with key regions

R billion: Jan to April 2014

South africa travel receipts
South Africa travel receipts

R Billions

World Soccer Cup 2010

South africa percentage of population without a matric by age
South Africa percentage of population without a matric by age


South africa university graduation rates
South Africa university graduation rates

%, Percent graduation rate

South africa age of national road network
South Africa age of national road network

South africa public sector infrastructural spending
South Africa public sector infrastructural spending



South africa government gross loan debt as of gdp
South Africa government gross loan debt as % of GDP


SA real effective (trade-weighted) exchange rate

Rand is currently 9.5% under-valued on a trade-weighted basis.

Fair value is currently R9.64/$ (6 June 2014)



Fair value = 100


South africa headline cpi forecast
South Africa headline CPI forecast

% y/y