Markets Navigate Tariffs, AI Disruption, and Geopolitical Tensions Global markets experienced a generally positive start to 2025, even with the introduction of new tariffs by the US administration. While concerns…
Positive Economic Signs Tempered by Job Market Concerns and Energy Fragility January offered a mixed bag for the South African economy. While positive trends emerged in inflation, interest rates, GDP…
South African markets face challenges as 2024 ends At the end of December 2024, the South African equity and bond markets lagged behind their respective emerging market counterparts. Consumer inflation…
Global financial markets end December 2024 on a subdued note Global financial markets ended December 2024 on a subdued note affected by monetary policy changes. While the MSCI World Index…
Global Markets: Political Shifts, Trade Uncertainty, and Mixed Economic Signals November marked a decisive victory for Donald Trump in the presidential election, with Republicans securing control of the Senate and…
Economic Optimism Amid Market Challenges in South Africa In November 2024, South Africa's equity market faced challenges, with the FTSE/JSE All Share Index and the FTSE/JSE Capped SWIX Index both…
South Africa's inflation eases but fiscal concerns rise South Africa’s financial markets started Q4 on a subdued note, with the FTSE/JSE SWIX Index down by 0.9% and the FTSE/JSE All…
Economic shifts amid election uncertainty As the US presidential election drew nearer, market caution increased, reflecting in a -2.0% decline in the MSCI World Index and a -2.2% decrease in…
South Africa's Outlook Strengthens in September In September, the Capped SWIX and All Share indices both gained 4.0%, while the ALBI rose by 3.9%. The Monetary Policy Committee (MPC) trimmed…
Global Markets Rally in September In September, global bond and equity markets experienced strong gains, driven by rate cuts from major central banks, including the Fed, ECB, and BoE. The…
