Rising global yields meet divergent African rate paths as Nigeria resets policy to 23% and energy, currency and funding risks remain in focus.
Continue readingWeek in Review: SARB Hikes as Global Bond Yields Reach Multi-Decade Highs
Week in Review: South African Markets Weaken as Global Rate Hikes Return
South African consumers strengthened as the JSE and rand weakened, while US and Japanese rate hikes reshaped the global investment outlook.
Continue readingWeek in Review: South African Investors Face Higher Global Yields as Oil Prices Rise
Stronger US payrolls and higher global yields meet weaker South African manufacturing and a firmer rand, shaping local and offshore portfolios.
Continue readingMonth 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.
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