July 2023: Global markets see strong performance amid lower inflation
In July, markets experienced robust performance driven by lower inflation, positive economic data and strong tech sector returns, while geopolitical tensions persist.
US markets thrive in June 2023 amidst geopolitical tensions
June witnessed robust growth in US markets, geopolitical tensions globally, and South Africa grappling with headwinds.
May 2023 witnessed global market volatility, AI enthusiasm, and US debt ceiling concerns
May witnessed market volatility, AI enthusiasm, US debt ceiling concerns, and South Africa's economic struggles, with a global economic slowdown anticipated as central banks tighten policies.
April 2023 saw markets focus on inflation and central bank rate hikes
April witnessed market focus on inflation and central bank rate hikes amid earnings season, with the US displaying optimism, contrasting with high fixed-income volatility.
March 2023 review: Market shift from inflation focus to financial stability
March witnessed a macro shift from inflation concerns to financial stability, driven by a US regional bank liquidity crisis, triggering global market volatility. Central banks acted swiftly to restore calm.
February 2023 markets navigate volatility amid disinflation slowdown
February witnessed continued market volatility with Qtr4 2022 earnings meeting expectations but muted forward guidance.
January 2023 shows positive trends with cautiously optimistic outlook
January 2023 marked a positive start for markets, reflecting optimism amid improving macroeconomic conditions, lowered inflation, and potential Fed rate pauses.