May delivered another positive month for global equities,
Stronger U.S. data, higher oil prices and mixed global growth signals shape investor expectations around rates, markets and South Africa.
Lower oil prices eased market volatility, but inflation concerns, mixed growth signals and renewed SARB tightening kept investors focused on risks.
AI stocks lift global markets as oil-driven inflation risks, Fed rate expectations, China weakness and SARB policy shape investor sentiment.
Inflation resurgence, higher yields and geopolitical risks weigh on global markets as investors assess US data, China demand and South African resilience.
April marked a sharp reversal from the risk-off environment of March,
Global markets advanced as strong US earnings, resilient labour data and improving South African fiscal trends supported investor sentiment despite ongoing tariff and geopolitical risks.
U.S. markets rose on strong data and AI momentum, while oil above $100 lifted inflation risks and weighed on Europe, Asia and South Africa.
Global markets rebound in April 2026 as oil prices ease, geopolitical risks stabilise, and earnings remain resilient. Key insights from the week.
Markets rally on Middle East ceasefire as oil prices ease, but inflation risks persist. This article covers global equity and economic trends over the last week.
- 1
- 2