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
Everything you need to know about the markets this week
Weekly opportunities podcast EP 12
This week we cover the stock surge on account of a potential deal between the US and Iran. we also discuss the Fed, oil prices as well as the latest Job print. Lastly an update on the SpaceX IPO, what to look out for next week and Chantal's stock pick.
07 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 11
30 March 2026
Equity Insights
Brunello Cucinelli - Barely a whisper at the top of the taste hierarchy
Brunello Cucinelli was founded in 1978 by its namesake in Perugia, Italy. The business was initially focussed on utilising Italian craftmanship to manually produce coloured cashmere sweaters for women - a novel idea at the time. In 1985, Cucinelli acquired a 14th-century castle in Solomeo, Italy, a small Umbrian hamlet, and restored it, turning the village into the company's permanent headquarters and a "Hamlet of Cashmere and Harmony".
25 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 10
23 March 2026
Flash Notes
Consumer inflation reaches SARB target in February
Headline inflation fell to 3.0% y/y in February, from 3.5% in January, reaching the South African Reserve Bank's revised inflation target for the first time. The print was lower than our forecast of 3.2% and the market expectation of 3.1%. Monthly pressure was 0.4%, mainly due to services inflation, while food and fuel deflation mitigated the pressure.
18 March 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 13
13 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
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
Everything you need to know about the markets this week
Weekly opportunities podcast EP 13
13 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 12
07 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.
