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
This week we cover the recent stock rally, as well as the start of US earnings. We discuss Netflix and TSMC's latest results as well as unpack software stocks. Lastly what to expect next week and Chantal's stock pick.
20 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
Equity Insights
Brunello Cucinelli - Barely a whisper at the top of the taste hierarchy
25 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 10
23 March 2026
Economics weekly
Monetary policy: Shifting expectations in volatile times
The South African Reserve Bank's (SARB) Monetary Policy Committee (MPC) will announce its second interest rate decision for 2026 on Thursday, 26 March. While there was a split on whether they would cut interest rates or leave them unchanged at the January meeting because expected inflation provided ample space for continued easing, the market was less split on expectations of a cut in March. This was before the war that is currently raging through the Middle East. Since then, the degree of uncertainty around the inflation trajectory has risen, and a conservative MPC may not want to make further moves downward during these volatile times. We remain constructive on the South African (SA) economy's outlook, but we are confronting an inflation shock that is likely to reverberate across the entire economy and sustain shifts in expectations.
20 March 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 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 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
Everything you need to know about the markets this week
Weekly opportunities podcast EP 13
13 April 2026
Disclaimer
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