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09/02/2026

This Week’s Market Watch

US jobs data, global PMIs, Eurozone inflation and elevated bond yields, here’s what investors need to watch as September begins.

EquityRT Macro Research | By Özge Gürses

09/02/2026

We had the pleasure of speaking with Lettesha Pillay, Head of Sales and Business Development at NMG Benefits, at the NMG Charity Challenge Golf Day. ⛳️

We asked her what this special day means to NMG, the impact they hope it will have on the children and charities being supported, and what she was most looking forward to on the day.

It was so lovely talking to Lettesha and being part of an event that brings people together for such an important cause.

📈 Chart of the Week: Can a Cooling US Labor Market Justify Another Fed Hike?The Fed faces an increasingly difficult bala...
09/01/2026

📈 Chart of the Week: Can a Cooling US Labor Market Justify Another Fed Hike?

The Fed faces an increasingly difficult balancing act.

US payroll growth has weakened markedly, culminating in a 23,000 decline in July, while the unemployment rate remains around 4.1%. Yet the US 2-year Treasury yield, one of the market's clearest gauges of near-term monetary-policy expectations, has risen sharply as investors reassess the possibility of further Fed tightening.

This week's August employment report could therefore be pivotal. Another weak jobs reading would challenge the recent rise in rate expectations, while a stronger report could reinforce the case for keeping policy tighter for longer.

The question for markets: Is the US labor market strong enough to withstand another rate hike?

08/28/2026

The NMG Benefit Charity Challenge Golf Day was a great day on the course for a meaningful cause. ⛳

We had the opportunity to connect with industry peers, support an important initiative and enjoy a fantastic day out on the course.

From the conversations to the moments on the course, hear from our Managing Director as he shared his thoughts and highlights from the day.

📈 Chart of the Week: Can the AI Rally Withstand Higher Yields?The AI trade faces another important test.While the Nasdaq...
08/26/2026

📈 Chart of the Week: Can the AI Rally Withstand Higher Yields?

The AI trade faces another important test.

While the Nasdaq-100 and Philadelphia Semiconductor Index (SOX) have delivered strong gains in 2026, the US 10-year Treasury yield has climbed back toward the upper end of its yearly range, raising the bar for growth-stock valuations.

With Nvidia earnings and Jackson Hole in focus, investors will be watching whether strong AI demand can continue to outweigh a higher cost of capital.

The key question: Can earnings growth keep the AI rally running if yields stay elevated?

08/26/2026

This Week’s Market Watch

Jackson Hole, US PCE inflation, Nvidia’s earnings and rising bond yields, here’s what investors need to watch this week.

EquityRT Macro Research | By Özge Gürses

📈 Chart of the Week: The Fed is on Hold. The Bond Market isn't Relaxing?The Fed is on hold, but the Treasury market is s...
08/19/2026

📈 Chart of the Week: The Fed is on Hold. The Bond Market isn't Relaxing?

The Fed is on hold, but the Treasury market is sending a very different message.

Following softer US labor-market data and signs of moderating inflation, expectations for another near-term Federal Reserve rate increase have weakened. The policy rate currently stands at 3.75%. Yet Treasury yields remain substantially higher.

The divergence suggests that the forces driving longer-term borrowing costs increasingly extend beyond the immediate Fed outlook.
Persistent fiscal deficits, heavy Treasury issuance, inflation uncertainty and a higher term premium are keeping pressure on longer-dated yields even as expectations for further monetary tightening fade.

08/19/2026

This Week’s Market Watch.
Fed minutes, global PMIs, China’s data and energy risks, here’s what investors need to watch this week.
EquityRT Macro Research | By Özge Gürses

🏆 Congratulations, Rey Wium, on winning the Lifetime Achiever Award! A remarkable recognition of an extraordinary career...
08/18/2026

🏆 Congratulations, Rey Wium, on winning the Lifetime Achiever Award!

A remarkable recognition of an extraordinary career built on insight, curiosity and a passion for equity research.
After 32 years in the industry, this honour is a fitting celebration of Rey’s contribution and lasting impact on the South African investment community.

A truly well-deserved achievement! 👏🏆

08/13/2026

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