Financial Markets

ZAR draws support from precious metals

South Africa’s declining refining capacity has left it increasingly reliant on imported fuel just as geopolitical disruption raises supply and price risks. Rebuilding Sapref...

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Recap & Outlook

Recap & Outlook: 12 October ’26

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

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Viewpoint

Bond yields remain high, threatening equity bubble burst

Although global bond yields did not rise further this past week, they remained near all-time highs.

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PPI (FINAL MANUFACTURED GOODS)Jul '26: +5.7% y/y ▼ (+7.5% y/y)
SARB’S LEADING INDICATORJun '26: 116.6 pts ▼ (118.2 pts)
PRIVATE SECTOR CREDITJun ‘26: +7.8% y/y ▼ (+8.6% y/y)
RETAIL SALESMay '26: +2.3% y/y ▼ (+1.2% y/y)
BUSINESS CONFIDENCEQ3 2026: 38 points ▼ (39 points)
MINING PRODUCTIONJun '26: -4.0% y/y ▲(-5.4% y/y)
CPI (HEADLINE)Jul '26: +4.3% y/y ▼ (+5.0% y/y)
MANUFACTURING PRODUCTIONJun '26: -1.7% y/y ▲(-4.4% y/y)
TOTAL VEHICLE SALESAug '26: 57,898 ▲ (57,708)
ABSA PMIAug '26: 45.8 pts ▼ (46.8 pts)
TRADE BALANCEJul '26: R20.1bn ▲ (R17.2bn)
GOVERNMENT BUDGET BALANCEJul '26: -R161.6bn ▼ (R80.1bn)

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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Economic Risk. Simple.

Date Uploaded: October 12 2026 13:49

ZAR draws support from precious metals

South Africa’s declining refining capacity has left it increasingly reliant

Date Uploaded: October 12 2026 13:46

Recap & Outlook: 12 October ’26

Recap & Outlook is a single report focused on the

Date Uploaded: October 12 2026 08:38

Bond yields remain high, threatening equity bubble burst

Although global bond yields did not rise further this past

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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