Financial Markets

This weekly report offers in-depth analysis of key movements in bond markets, currency trends, and overall financial sentiment, providing a comprehensive view of the latest global and domestic economic developments. By highlighting emerging trends and significant shifts, it equips readers with insights into the factors driving market behaviour. The report explores the dynamics of interest rates, capital flows, and investor sentiment, helping stakeholders anticipate changes and adjust their strategies. Ideal for decision-makers in finance and investment, it is a valuable resource for staying informed and adapting to the evolving financial landscape.

Date Range
Date Range

Markets start to price in war escalation

Gold is failing to provide its usual support amid heightened uncertainty and risk. It’s currently...

Markets are still not in panic mode

We remain in a situation of market uncertainty. Markets are clearly more cautious than they...

Oil shock a growing risk for SA

The current economic environment remains murky. Much will depend on whether the war (and the...

War risk will dominate market focus

Against geopolitical developments, last week’s Budget has been largely eclipsed.

...

 Tariffs Overturned, Budget in Focus

South Africa is currently benefitting from global uncertainty instead of being harmed by it

...

Markets shrug off SONA

President Trump has nominated Kevin Warsh to replace Jerome Powell as Fed Chair.

...

Financial Markets: 2-6 February 2026

The message from markets is sobering but not alarming. South Africa’s position has not suddenly...

Financial Markets: 26 – 30 January 2026

Fed & SARB decisions take centre stage this week

...

Financial Markets: 19 – 14 January 2026

A busier data week shines the spotlight on inflation and SA’s economy.

...

Financial Markets:12 – 16 January 2026

In the week that the US decides on AGOA, SA hosts BRICS military drills.

...
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