Now that we’re deep into the silly season and looking forward to some down time, here’s a checklist of things to do before you head on out for that well-deserved break. (In case you don’t get to read all of this post, I have consolidated my last 4 posts on planning for 2026 into an […]
Your summary with links, if you’d like to pick and choose Debt Stabilisation: The 2025 Medium-Term Budget Policy Statement (MTBPS) offered cautious optimism with government debt expected to stabilise at 77.9% of GDP—the first stable outlook since 2008. The budget deficit should narrow to 2.9% by FY27/28. US Market Caution: The Nasdaq fell by ~2.3%, S&P 500 […]
The podcast to this newsletter can be listened to here. If you enjoy our content, please share it with your friends! Your referral helps us grow and bring even better content your way. Your summary with links, if you’d like to pick and choose 💵 Understanding the U.S. Bond Market A primer on the Treasury vs. […]
It’s that time of the year when you can change the plan you’re on with your medical aid. Just a quick heads up… changing your medical aid to another medical aid is not for the faint-hearted, and frankly, you have to be mighty miffed at them to do that. You could end up with general and […]
The podcast to this newsletter can be listened to here. Your summary with links if you’d like to pick and choose 🏦 US Bank WobblesZions Bancorporation revealed a $50 million charge-off tied to misrepresented commercial loans, sparking a 13% stock drop. Western Alliance faced similar challenges, losing up to 9% after disclosing its involvement with […]
The podcast to this newsletter can be listened to here. Market and Economic Roundup Week 36 Year-on-year, the JSE is still showing returns well above average. South Africa 1. Job Losses Deepen: South Africa lost 291,000 jobs recently as major companies exit and retrench, worsening the already high unemployment rate. 2. The B20 Summit in […]
This newsletter is also available in podcast format. It can be found here Markets and Economics RSA US Tariff on SA Exports: The US’s new 30% tariff is impacting South African exports, leading the government to respond with strategic trade initiatives and negotiations. The move is expected to weigh on export volumes and local growth. […]
The podcast to this newsletter can be listened to here. Markets and Economics The JSE. The JSE All Share Index (SAALL, more commonly still called the ALSI – despite the change taking place in 2002) fell to 98,520 points by July 31, 2025. Despite this weekly dip, the index is up about 1.66% for the […]
The newsletter podcast can be listened to here Market View , The JSE The JSE hit a major milestone last week – it finally breached the 100,000 mark. The FTSE/JSE All Share Index reached a historic milestone of about 100,000 points around July 23, 2025, marking a significant landmark for the market. This was a milestone reflecting 65 years of […]
The podcast to the newsletter is available here. Market View The JSE continues to shine, with most sectors in the green. While Wall Street has recovered from the ‘Liberation Day” shock, and has become desensitised to TACO diplomacy, it still can’t seem to get back to the highs we saw in January. RSA GDP South […]