JSE

As we close out the trading week of 25 April 2026, markets are digesting a busy period shaped by geopolitical tensions, central bank signalling, and commodity price movements. Here’s your weekend summary of the key developments that matter for South African investors. Gold (XAU/USD): Holding Firm Near Record Territory Gold closed the week at approximately […]

Markets entered a consolidation phase on Thursday as investors digested the SARB’s hawkish monetary policy review and began positioning for next week’s US Federal Reserve FOMC meeting. Gold continued its recovery, the JSE steadied, and the rand found support from South Africa’s attractive interest rate differential. 🥇 Gold (XAU/USD): Steady Climb Continues Gold rose to […]

The South African Reserve Bank dominated market attention on Wednesday with its April Monetary Policy Review, which delivered a hold on the repo rate at 6.75% but included a notably hawkish shift in forward guidance. Governor Lesetja Kganyago signalled that the central bank is prepared to hike rates if the Middle East oil shock feeds […]

A rare note of optimism entered markets on Tuesday after reports that Iran’s Foreign Minister has agreed to a new round of talks, potentially in a neutral third-party country. While concrete progress remains elusive, the diplomatic tone shift was enough to extend Monday’s risk-on positioning. 🥇 Gold (XAU/USD): Lowest Level in Two Weeks Gold continued […]

South African markets opened the week on a cautiously positive note after the United States announced an indefinite extension of the Iran ceasefire over the weekend. While the extension removed the immediate risk of a ceasefire collapse, the market’s response was notably more muted than the explosive rally that greeted the original agreement two weeks […]

Markets closed the week in a cautious but orderly fashion, with investors reluctant to take large positions ahead of next week’s ceasefire deadline. The two-week US-Iran ceasefire agreement, announced on 9 April, expires around 23 April, and there remains no clarity on whether it will be extended, made permanent, or allowed to collapse. 🥇 Gold […]

South Africa’s March inflation data took centre stage on Thursday, with the consumer price index (CPI) edging up to 3.1% year-on-year from 3.0% in February. While still well within the SARB’s target range, the uptick — driven primarily by fuel and food costs — reinforced the narrative that rate cuts are off the table for […]

Global markets came under renewed pressure on Wednesday as oil prices surged following reports that the Strait of Hormuz reopening process has effectively stalled. With the two-week ceasefire now entering its second week, patience is wearing thin — and markets are pricing in the possibility that the deal may not deliver the stability initially hoped […]

Markets reversed course on Tuesday as growing concerns about the operational status of the Strait of Hormuz weighed on risk sentiment. Reports that Iran has been slow to implement the agreed shipping corridor reopening pushed investors back toward safe-haven assets, with gold and the US dollar both strengthening. 🥇 Gold (XAU/USD): Safe-Haven Bid Returns Gold […]

South African markets opened the new week on a measured note as the euphoria of last week’s US-Iran ceasefire announcement continued to dissipate. With the two-week ceasefire now entering its fifth day, investors are shifting focus from relief to reality — and the reality includes a Strait of Hormuz that remains operationally constrained. 🥇 Gold […]