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.

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The ZAR’s real support

Strategic fuel reserves are only as effective as their implementation. Requiring private firms to hold...

ZAR faces headwinds to further appreciation

The ZAR’s near-term outlook has improved, but the currency’s strength is still being framed as...

Protest risk in focus

The key near-term risk to recent ZAR stability lies in Tuesday’s planned anti-immigration protests and...

ZAR still largely driven by offshore developments

In contrast to improving global risk sentiment, the domestic backdrop remains less constructive.

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Markets rally on US-Iran de-escalation

With the geopolitical backdrop improving dramatically, investor focus is likely to shift to South Africa’s...

Global risk aversion overshadows Fitch upgrade

Fitch Ratings upgraded South Africa’s sovereign credit rating to BB from BB- on Friday, marking...

SARB focuses on inflation beyond fuel

South Africa has now received positive outlook revisions from both Moody’s and S&P within the...

Markets price for peace (again)

At home, the SARB faces a more immediate decision. Inflation reached 4.0% in April, and...

Bond markets begin pricing the inflation reality

Bond markets are starting to grapple with the inflation reality that has been building since...

Iran war is still in a holding pattern

Despite the clear inflation risk coming from oil, most major central banks chose to leave...

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