Stronger US payrolls and higher global yields meet weaker South African manufacturing and a firmer rand, shaping local and offshore portfolios.
Continue readingWeek in Review: South African Investors Face Higher Global Yields as Oil Prices Rise
Month in Review: August 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 rand and South Africa’s resource-led JSE performance.
Continue readingWeek in Review: South African Investors Weigh Rand Strength Against Higher Global Yields
Stronger US payrolls and higher global yields meet weaker South African manufacturing and a firmer rand, shaping local and offshore portfolios.
Continue readingWeek in Review: Rand Holds Year-to-Date Gains as Fed Caution Keeps Offshore Risks in Focus
South Africa’s rand and JSE strengthen as US yield volatility, a weaker dollar, gold gains and oil risks reshape the offshore investment backdrop.
Continue readingWeek in Review: Weaker Dollar Supports the Rand as Global Yield Risks Persist
South Africa’s rand and JSE strengthen as US yield volatility, a weaker dollar, gold gains and oil risks reshape the offshore investment backdrop.
Continue readingWeek in Review: Mixed Markets as Inflation Cools
Softer inflation supported markets, but rising oil prices, mixed growth signals and geopolitical risks kept investors focused on the policy outlook.
Continue readingMonth in Review: July 2026
July’s Month in Review examines global market divergence, AI investment, rising bond yields, tariff pressures and South Africa’s evolving investment outlook.
Continue readingWeek in Review: Markets rally as soft jobs data cools rate hike fears
Soft US jobs data lifts equities as rate fears ease, while gold gains, China supports growth and South African assets strengthen.
Continue readingWeek in Review: Central Banks Hold Amid Rising Uncertainty
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.
Continue readingWeek in Review: AI Pressure Tests Risk Appetite
Global markets were volatile over the last week as attention shifted from oil relief to renewed pressure in technology and AI-linked shares.
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