Everything you need to know about the markets this week
Weekly opportunities podcast EP 32
This week we cover US bonds and the impact bond yields have on equities. We also cover the latest on oil, geopolitics as well as more US earnings. Lastly what to look out for next week as well as Chantal's stock pick.
24 August 2026
Flash Notes
July consumer inflation eases, topping forecasts
Headline inflation eased to 4.3% year-on-year (y/y) in July from 5.0% in June, coming in slightly below our forecast of 4.4% and market consensus of 4.5%. Monthly pressure was 0.2% month-on-month (m/m), mainly driven by electricity and core inflation.
19 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 31
17 August 2026
Hot Topics
A brand investment strategy: 2026 update
The BrandZ Global Top 100 report was released at the end of June, and it showed that Google reclaimed the honour of being the most valuable brand in the world. Generally, brand values climbed, with the Top 100 adding 22% in brand value to surpass $13 trillion in total in 2025/2026.
11 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 30
10 August 2026
Trade Ideas
Global Trade Idea - Tyson Foods Inc. (TSN US) - BUY
Tyson Foods is one of the largest food and protein companies in the United States (US). The company processes, markets and distributes beef, pork, chicken and prepared food products that are sold to national and regional grocery retailers, regional grocery wholesalers, meat distributors, warehouse club stores, military commissaries, and industrial food processing companies.
06 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 29
03 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 32
24 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 32
24 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 31
17 August 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 30
10 August 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.
