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Monthly Market Update - July 2026
If June was defined by a war winding down, July reminded us that things can unwind just as quickly. The month brought a ceasefire collapse, a earnings season that asked hard questions about big tech spending, a Fed holding firm with growing dissent in the room, and a SARB that surprised nearly everyone. Markets ended the month roughly where they started but the journey was anything but smooth.
31 Jul 2026
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We believe good investing is unglamorous. It is built on patient research, clear thinking, and the discipline to wait for the right entry point rather than chase the latest headline.
2 Jul 2026 Authorised Financial Services Provider · FSP 51648
Market commentary
Monthly Market Update - June 2026
This past month gave us two stories that, between them, explain almost everything that happened in markets: a war that started winding down, and a central bank that just got a new boss.
30 Jun 2026