Month in Review: May 2026
May delivered another positive month for global equities,
Week in Review – Stronger Data Shifts the Rate Debate
Stronger U.S. data, higher oil prices and mixed global growth signals shape investor expectations around [...]
Week in Review – Inflation Risks Persist as Lower Oil Prices Ease Market Pressure
Lower oil prices eased market volatility, but inflation concerns, mixed growth signals and renewed SARB [...]
Week in Review – AI Momentum Lifts Risk Assets Amid Inflation Concerns
AI stocks lift global markets as oil-driven inflation risks, Fed rate expectations, China weakness and [...]
Week in Review – Inflation Resurgence Clouds Market Sentiment
Inflation resurgence, higher yields and geopolitical risks weigh on global markets as investors assess US [...]
Month in Review: APRIL 2026
April marked a sharp reversal from the risk-off environment of March,
Week in Review – Earnings Momentum and Firmer Data Support Risk Assets
Global markets advanced as strong US earnings, resilient labour data and improving South African fiscal [...]
Upbeat earnings drive records as the Middle East keeps markets on edge
US equities delivered solid gains last week, driven by another strong US earnings season.
Week in Review – U.S. Markets Rise as Oil Shock Fuels Inflation Risks
U.S. markets rose on strong data and AI momentum, while oil above $100 lifted inflation [...]
Week in Review – Markets Rebound as Risks Ease
Global markets rebound in April 2026 as oil prices ease, geopolitical risks stabilise, and earnings [...]