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

Financial Markets – 26 Oct ’26

The rand loses ground as an AI-led equity sell-off and oil above $110 sap risk...

Financial Markets – 19 Oct ’26

The rand edges firmer ahead of Wednesday’s MTBPS, but weak growth and a looming US...

ZAR draws support from precious metals

South Africa’s declining refining capacity has left it increasingly reliant on imported fuel just as...

ZAR starts the week firmly on the defensive

The G7’s planned release of 100 million barrels of strategic reserves and Middle Eastern crude...

Surge in US Treasury yields remains a focal point

The SARB raised its repo rate to 7.25% last week. While its baseline forecast sees...

SARB hike would offer welcome support to ZAR

The previous MPC meeting offered a taste of the challenge ahead when the SARB surprised...

Surge in oil prices and bond yields

The surge in oil prices, which began two weeks ago on the realisation that the...

Gold regains investor favour

Gold’s elevated price is providing an important buffer for the ZAR at a time when...

ZAR under pressure as Fed and oil risks intensify

South Africa’s reliance on imported refined fuel has made it particularly vulnerable to the Middle...

USD-ZAR tests 16.0000 handle

The USD-ZAR is trading around 16.0850 after briefly testing the 16.0000 handle, with the ZAR...

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