27 September 2026
Weekly Review: Bonds Under Pressure as Rates Rise
US 10-year and 30-year Treasury yields climbed to their highest levels since 2007 and 2004 on surprisingly strong US data, while the SARB lifted the repo rate by 25 basis points to 7.25% and the JSE fell 1.9%.
20 September 2026
Weekly Review: Policy Tightens as Growth Holds Up
The Federal Reserve and Bank of Japan raised rates while the Bank of England held at 3.75%, as the US 10-year yield briefly topped 5.0% and South African shares fell 1.88% on a 4.56% slide in resources.
13 September 2026
Weekly Review: Global Bond Yields Reach Fresh 2026 Highs
Renewed US-Iran conflict lifted Brent crude to $104.35 a barrel and pushed government bond yields to fresh 2026 highs in the US, UK and Germany, while South African GDP contracted for the first time in six quarters.
6 September 2026
Weekly Review: US Payrolls Rebound Sharply
US nonfarm payrolls rose 162,000 in August, well ahead of expectations, while escalating US-Iran hostilities pushed Brent crude 8.64% higher and global sovereign bond yields to multi-year highs.