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Financial markets outlook: April 2026

Financial markets outlook: April 2026

01 April 2026
SARB MPC: the question is how firmly inflation expectations are anchored

SARB MPC: the question is how firmly inflation expectations are anchored

24 March 2026

A few weeks back, the future path for South Africa’s repo rate seemed clear. Disinflation had driven the annual advance in headline CPI towards the Reserve Bank’s new inflation target of 3% with a tolerance band of 1%. Indeed, the inflation print for February 2028 was exactly 3.0%.

"Wait and see" – central banks' take on the Iran conflict and interest rates

20 March 2026
Middle East conflict in 2026: implications and positioning

Middle East conflict in 2026: implications and positioning

19 March 2026

Geopolitical tensions in the Middle East have escalated sharply following coordinated US and Israeli strikes on Iran and Iran’s subsequent retaliation across the region.

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If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

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South Africa’s Economy Likely Grew Modestly in Q4 2025

South Africa’s Economy Likely Grew Modestly in Q4 2025

09 March 2026
Rising business confidence meets geopolitical risks - Q1 2026 Pulse

Rising business confidence meets geopolitical risks - Q1 2026 Pulse

06 March 2026
Trump’s Greenland dreamland – will it go ahead, and what it means for the rest of us

Trump’s Greenland dreamland – will it go ahead, and what it means for the rest of us

05 March 2026
The Middle East conflict and its market implications

The Middle East conflict and its market implications

04 March 2026
Navigating AI, inflation, and global uncertainty in SA

Navigating AI, inflation, and global uncertainty in SA

04 March 2026
Budget 2026: The pieces are falling into place

Budget 2026: The pieces are falling into place

03 March 2026
Reform or rhetoric? Will the budget deliver?

Reform or rhetoric? Will the budget deliver?

24 February 2026
Drop in inflation signals further interest rate cuts ahead

Drop in inflation signals further interest rate cuts ahead

19 February 2026
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