Everything you need to know about the markets this week
Weekly opportunities podcast EP 31
This week we cover the recent oil price increase, US jobs as well as US inflation. We also discuss Palantir, Micron as well as activity on the JSE over the week. Lastly what to look out for next week as well as Chantal's stock pick.
17 August 2026
Flash Notes
Labour-market weakness raises questions over household resilience
The labour market weakened further in 2Q26, reinforcing the view that household spending power remains constrained. South Africa's official unemployment rate increased to 33.6% in 2Q26, from 32.7% in 1Q26, while employment declined by approximately 15 657 quarter-on-quarter (q/q) to 16 738 625. The deterioration was broad-based, with employment losses concentrated in sectors including community and social services, agriculture and manufacturing.
11 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 30
10 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 29
This week we cover the latest Big Tech earnings including, Microsoft, Amazon, Apple and Meta. We also discuss the Semiconductor sell off and the reasons. Lastly the Feds decision, what to look out for next week, as well as Chantal's stock pick.
03 August 2026
Trade Ideas
International Trade Idea: DuPont de Nemours Inc. (DD US) - BUY
We enter a long position with a target price of $170.00 and a stop-loss of $127.00.
30 July 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 28
28 July 2026
Property
House price growth continues to moderate, but supply fundamentals remain supportive
The FNB House Price Index (HPI) slowed further in June, with annual house price growth easing to 5.2% year-on-year (y/y) from 5.7% y/y in May (Figure 1). On a month-on-month (m/m) basis, prices were unchanged, reinforcing signs that the residential property market is losing momentum after a relatively robust start to the year.
24 July 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 31
17 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 31
17 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 30
10 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 29
03 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 28
28 July 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.
