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2 July 2026
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Market commentary
Monthly Market Update - August 2026
August opened with fireworks and closed with a warning. In between, markets hit new highs, gold had one of its best months in a generation, and the world's most powerful central banker made clear that the easy part of this inflation story may be behind us. It was, by any measure, a month worth paying attention to.
16 Sep 2026
Market commentary
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
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