Everything you need to know about the markets this week
Weekly opportunities podcast EP 38
This week we cover memory giant Micron's latest earnings. We discuss the memory space in general and whether the cycle is possibly here to stay. We also discuss the latest PCE numbers and the effect on markets. Lastly what to look out for next week as well as Pritu's stock pick.
05 October 2026
Trade Ideas
Local Trade Idea - City Lodge Hotels Limited (CLH) - BUY
City Lodge Hotels is one of Southern Africa's leading hotel groups, operating a portfolio of 57 hotels across South Africa, Botswana, Namibia and Mozambique. The group's portfolio spans four well-established brands, namely; Courtyard Hotel, City Lodge Hotel, Town Lodge and Road Lodge, thus serving a broad range of business and leisure travellers across economy, mid-scale and upscale market segments.
29 September 2026
Economics Weekly
MPC Review: SARB raises rates as persistent inflation risks intensify
23 September 2026
Property
3Q26 Estate Agent Survey: Execution improves, but buyer depth remains uneven
22 September 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 36
This week we cover the Fed's latest rate hike and how global markets reacted. We also covered the AI market and the recent attempts to slow down development. Lastly a local retail unpack, the week ahead and Chantal's stock pick.
21 September 2026
Economics Weekly
MPC preview: SARB likely to resume tightening as inflation risks remain elevated
18 September 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 35
This week we cover oil and what $100 per barrel means for equities and investors. We also cover Meta and the release of their new agent. Lastly SA company results are unpacked, the week ahead and Chantal's stock pick.
14 September 2026
Economics Weekly
Household spending remains resilient despite a narrowing labour income base
11 September 2026
Flash Notes
Mining weakness deepens at the start of 3Q26 despite resilient mineral sales
10 September 2026
Trade Ideas
Global Trade Idea - Oracle Corporation (ORCL US) - BUY
Oracle Corporation is a United States (US)-based enterprise technology company specialising in database software, cloud infrastructure and business applications. The group's Oracle Cloud Infrastructure platform provides computing, storage, networking and artificial intelligence (AI) capabilities, while its Fusion and NetSuite applications support finance, human resources, supply-chain management and customer operations.
10 September 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 38
05 October 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 38
05 October 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 36
21 September 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 35
14 September 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 34
07 September 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.
