Month in Review: June 2026
June was an uneven month for markets.
Week in Review – Geopolitics, AI & Interest Rates Drive Markets
Markets weigh renewed geopolitical risk, resilient economic data and shifting interest-rate expectations.
Week in Review – U.S. Labour Market Cools
Policy uncertainty, weaker European data and safe-haven demand shaped global markets, while South Africa’s fiscal [...]
Week in Review: AI Pressure Tests Risk Appetite
Global markets were volatile over the last week as attention shifted from oil relief to [...]
Week in Review – Markets Rally as Central Banks Stay Cautious
Global markets gained as oil prices eased, but central banks remained cautious on inflation, rates [...]
Week in Review – Blast Off
SpaceX’s record IPO, US inflation pressures, central bank decisions and South Africa’s growth momentum shape [...]
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 [...]