Everything you need to know about the markets this week
Weekly opportunities podcast EP 18
This week we cover more US earnings as well as the latest CPI reports. We also cover the week ahead with Nvidia earnings in the spot light. Lastly Chantal's stock pick.
18 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
11 May 2026
Trade Ideas
Global Trade Idea: Chevron Corporation (CVX US) - BUY
We enter a long position with a target price of $220 and a stop-loss of $181.
07 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
04 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 15
27 April 2026
Flash Notes
Retail sales growth slows in February
Retail sales growth eased sharply to 1.6% y/y in February, down from 4.4% in January (revised from 4.2%), and well below market expectations of a 4.8% expansion. On a month on month basis, sales volumes declined by 1.0%, reversing the 0.9% gain in the previous month.
22 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 14
20 April 2026
Flash Notes
Mining output momentum carries over to February
Mining production (not seasonally adjusted) expanded strongly by 9.7% y/y in February, reflecting an acceleration from an upwardly revised 5.0% (previously 4.6%) expansion in January. Seasonally adjusted mining output, which is critical for the calculation of quarterly GDP growth, increased by 2.3% m/m, following a 3.7% (originally 2.9%) increase in January. In the three months to February, seasonally-adjusted output was down by 1.7%. However, the sector should still underpin first-quarter GDP growth as March's output would have to decline sharply for the sector to drag on 1Q26 GDP.
14 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 13
13 April 2026
Economics weekly
Updated macro projections amid heightened geopolitical uncertainty
Our most recent macroeconomic forecasts incorporate the 4Q25 GDP results as well as initial responses to the ongoing conflict. Given the persistent instability in the Middle East, the outlook remains particularly uncertain, and we are therefore closely monitoring financial market developments, including global oil prices and the domestic currency.
10 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
11 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
04 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 14
20 April 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 18
18 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
11 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
04 May 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 15
27 April 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.
