Everything you need to know about the markets this week
Weekly opportunities podcast EP 40
This week we cover the start of US earnings season as well as the latest trade war concerns. We also cover latest news on the JSE as well as Chantal's stock pick for the week.
20 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 39
This week we cover the recent tech rally with the US in shutdown. We also cover the AMD Open AI deal and the AMD share price increase. Lastly what to look out for next week as well as SDC's stock pick.
13 October 2025
Economics weekly
The state of the consumer: Insights from the 3Q25 Quarterly Bulletin
10 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 38
This week we cover the US shutdown and the impact on markets. We also cover the AI rally this week, Intel as well as what to expect in the week ahead. Lastly Chantal's stock pick.
06 October 2025
Trade Ideas
Local Trade Idea: Vodacom (VOD) - BUY
We initiate a long position. Our upside target is set at R157.00. We recommend a stop-loss at R123.00 (risk/reward ratio 1:2.4).
30 September 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 37
29 September 2025
Economics weekly
Demand recovery, supply constraints, and the impact of interest rate cuts in the housing market
26 September 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 36
22 September 2025
Economics weekly
Rates remain unchanged... for now
The Monetary Policy Committee (MPC) kept interest rates unchanged following their September meeting. This was broadly expected, and the statement provided no surprises. That said, the statement did provide a few clues about the South African Reserve Bank's (SARB) thinking... or rethinking. Let's unpack.
19 September 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 40
20 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 39
13 October 2025
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.
