Financial Markets

Markets still see a near-term end to the Iran war

Fuel under-recoveries have built through April, and current projections point to another increase of around R2/litre for petrol and R6/litre...

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Leading indicator – Feb ’26

Leading indicator yet to reflect external shocks.

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Recap & Outlook

Recap & Outlook: 28 Apr ’26

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

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PPI (FINAL MANUFACTURED GOODS)Nov '25: +2.9% y/y ▶ (+2.9% y/y)
SARB’S LEADING INDICATORNov '25: 118.4pts ▲ (116.8pts)
PRIVATE SECTOR CREDITOct ‘25: +7.3% y/y ▲ (+6.0% y/y)
RETAIL SALESNov '25: +3.5% y/y ▲ (+3.0% y/y)
BUSINESS CONFIDENCEQ4 2025 44 points ▲ (39 points)
MINING PRODUCTIONNov '25: -2.7% y/y ▼ (+6.1% y/y)
CPI (HEADLINE)Dec '25: +3.6% y/y ▲ (+3.5% y/y)
MANUFACTURING PRODUCTIONNov '25: -1.0% y/y ▼ (+0.45% y/y)
TOTAL VEHICLE SALESDec '25: 48,983 ▼ (54,896)
ABSA PMIDec '25: pts 40.5 ▼ (42.0 pts)
TRADE BALANCEOct '25 +R15.6bn ▼ (+R22.3bn)
GOVERNMENT BUDGET BALANCEOct '25 -R35.8bn ▼ (-R15.4bn)

ECONOMETRIX IMPACT STUDY: STEEL SECTOR

Explore the insights from Econometrix on the economic impact of tax policies and the closure of ArcelorMittal South Africa’s Newcastle plant on the South African steel sector and economy.

Access the full presentation and press release here.

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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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Economic Risk. Simple.

Date Uploaded: April 28 2026 13:41

Markets still see a near-term end to the Iran war

Fuel under-recoveries have built through April, and current projections point

Date Uploaded: April 28 2026 13:36

Leading indicator – Feb ’26

Leading indicator yet to reflect external shocks.

Date Uploaded: April 28 2026 13:34

Recap & Outlook: 28 Apr ’26

Recap & Outlook is a single report focused on the

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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