Articles

Week in Review: SARB Hikes as Global Bond Yields Reach Multi-Decade Highs

28 September 2026

Rising global yields meet divergent African rate paths as Nigeria resets policy to 23% and energy, currency and funding risks remain in focus.

Week in Review: South African Markets Weaken as Global Rate Hikes Return

21 September 2026

South African consumers strengthened as the JSE and rand weakened, while US and Japanese rate hikes reshaped the global investment outlook.

Week in Review: South African Investors Face Higher Global Yields as Oil Prices Rise

14 September 2026

Stronger US payrolls and higher global yields meet weaker South African manufacturing and a firmer rand, shaping local and offshore portfolios.

Month in Review: August 2026

9 September 2026

Global markets gained strongly in August 2026, supported by healthy corporate earnings and renewed technology demand. This monthly market review explores global equities, rising bond yields, inflation, the [...]

Week in Review: South African Investors Weigh Rand Strength Against Higher Global Yields

7 September 2026

Stronger US payrolls and higher global yields meet weaker South African manufacturing and a firmer rand, shaping local and offshore portfolios.

Week in Review: Rand Holds Year-to-Date Gains as Fed Caution Keeps Offshore Risks in Focus

31 August 2026

South Africa’s rand and JSE strengthen as US yield volatility, a weaker dollar, gold gains and oil risks reshape the offshore investment backdrop.

Week in Review: Weaker Dollar Supports the Rand as Global Yield Risks Persist

24 August 2026

South Africa’s rand and JSE strengthen as US yield volatility, a weaker dollar, gold gains and oil risks reshape the offshore investment backdrop.

Week in Review: Mixed Markets as Inflation Cools

17 August 2026

Softer inflation supported markets, but rising oil prices, mixed growth signals and geopolitical risks kept investors focused on the policy outlook.

Month in Review: July 2026

13 August 2026

July’s Month in Review examines global market divergence, AI investment, rising bond yields, tariff pressures and South Africa’s evolving investment outlook.

Week in Review: Markets rally as soft jobs data cools rate hike fears

11 August 2026

Soft US jobs data lifts equities as rate fears ease, while gold gains, China supports growth and South African assets strengthen.

Week in Review: Central Banks Hold Amid Rising Uncertainty

3 August 2026

The Federal Reserve left its benchmark interest rate unchanged at 3.50%–3.75% for a fifth consecutive meeting, a decision widely expected by markets.

Week in Review: Markets Pause as Oil Surges and AI Optimism Faces Its First Test

27 July 2026

Oil nears $100 as AI investment scrutiny pressures technology shares, reshaping inflation, interest-rate expectations and global market direction.