Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
This week we continue our coverage of US earnings with a focus on AMD as well as Palantir. We also discuss oil, and what investors should do when the price is so volatile. Lastly what to look out for next week as well as Chantal's stock pick.
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
This week we discuss the latest US earnings including Tesla, Service Now and Intel. We also cover the latest in Geopolitics the week ahead and Chantal's stock pick.
27 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 14
20 April 2026
Trade Ideas
Global Trade Idea: 3M Company (MMM US) - BUY
We enter a long position with a target price of $177 and a stop-loss of $142.
16 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 13
13 April 2026
Economics weekly
Updated macro projections amid heightened geopolitical uncertainty
Our most recent macroeconomic forecasts incorporate the 4Q25 GDP results as well as initial responses to the ongoing conflict. Given the persistent instability in the Middle East, the outlook remains particularly uncertain, and we are therefore closely monitoring financial market developments, including global oil prices and the domestic currency.
10 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 12
07 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 11
30 March 2026
Economics weekly
A hold during the storm
The South African Reserve Bank's (SARB) Monetary Policy Committee (MPC) kept the policy rate unchanged at 6.75% at its March meeting, as expected amid the recent war in the Middle East. Unfortunately, the news flow around the war remains discouraging. While talks of a ceasefire have intermittently led to some oil price retreat, the language around the war remains concerningly escalatory and should sustain volatility. The MPC's messaging highlights the uncertain operating environment, but the central bank is resolute on its inflation objective and could raise rates if the supply shock does not abate.
27 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.
