Trade Ideas
Local Trade Idea: Sibanye Stillwater (SSW) - BUY
We initiate a long position. Our upside target is set at R76. We recommend a stop-loss at R45.
12 May 2026
Trade Ideas
Local Trade Idea: Sibanye Stillwater (SSW) - BUY
We initiate a long position. Our upside target is set at R76. We recommend a stop-loss at R45.
12 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
11 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
This week we cover 4 of the magnificent 7 results and the market reaction. We discuss the latest Fed meeting as well as the impact of oil hitting $120 a barrel. Lastly what to look out for next week and SDC's stock pick.
04 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 15
27 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 14
20 April 2026
Economics weekly
Calm before the storm for consumers?
Last week's weekly report reflected a downward revision to our macroeconomic expectations, following negative shifts in the external environment that have altered the previously anticipated domestic demand path. Nevertheless, we still expect consumer activity to remain the key driver of growth in the near term.
17 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 13
13 April 2026
Coffee catch ups with Nic and Chantal
Coffee chats with Nic and Chantal Ep 02
In our second episode of coffee chats for 2026 we cover geopolitics and what investors should do in times like these. We take a closer look at some of the sold off software stocks, the Fed as well as oil. Lastly we cover the beginning of another IS earnings season as well as opportunities on the JSE.
13 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 12
07 April 2026
Equity Insights
FNB ETN Quarterly Update - 1Q26
The FNB Exchange-Traded Notes (ETNs) ended the first quarter of 2026 mostly lower as the period proved to be challenging for global equity markets. The quarter was defined by the escalation of the military conflict involving the United States (US), Isreal and Iran, which sent crude oil prices surging above $100 per barrel and triggered widespread concerns about stagflation across global economies. Investors also navigated shifting central bank policy expectations and significant volatility in the technology sector, particularly AI and semiconductor stocks.
31 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
11 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
04 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 14
20 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
11 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
04 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 15
27 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 14
20 April 2026
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
