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Tomorrow, South Africa's leading analysts will be recognised at the Financial Mail Top Analyst Awards 2026, in collabora...
06/23/2026

Tomorrow, South Africa's leading analysts will be recognised at the Financial Mail Top Analyst Awards 2026, in collaboration with Krutham and JSE.

Behind every informed investment decision is rigorous research, deep market insight, and the ability to turn complex information into meaningful opportunities. These awards celebrate the analysts whose expertise helps shape markets and guide decision-making across the investment community.

This Father’s Day, we celebrate the dads, mentors, and father figures who lead with wisdom, resilience, and dedication. ...
06/21/2026

This Father’s Day, we celebrate the dads, mentors, and father figures who lead with wisdom, resilience, and dedication.

Your guidance, strength, and steady support shape more than you know - in families, in communities, and in every life you influence.

Today we honour you. Happy Father’s Day from all of us at EquityRT.

Great research does more than analyse data - it helps investors make informed decisions, strengthens market confidence, ...
06/19/2026

Great research does more than analyse data - it helps investors make informed decisions, strengthens market confidence, and contributes to sustainable growth.

Only a few days to go until South Africa's top analysts are revealed at the Financial Mail Top Analyst Awards 2026, in collaboration with Krutham and JSE.

📊 Chart of the Week: Stocks and Bonds Are Telling Different StoriesThe S&P 500 has gained above 8% year-to-date, climbin...
06/17/2026

📊 Chart of the Week: Stocks and Bonds Are Telling Different Stories

The S&P 500 has gained above 8% year-to-date, climbing back toward record highs as investors continue to embrace the AI theme, resilient earnings, and expectations of a soft economic landing.

At the same time, the US 10Y–2Y yield spread has narrowed from around 0.70% to 0.40%.

While the curve remains positively sloped, the move suggests that bond markets are becoming increasingly cautious about growth prospects and the sustainability of the current economic momentum.

For now, equities are focused on growth.
Bonds are focused on risk.

The key question: Which market is getting the story right?

Great analysts don’t just interpret data - they see what others miss, think critically, stay disciplined, and adapt in a...
06/16/2026

Great analysts don’t just interpret data - they see what others miss, think critically, stay disciplined, and adapt in a constantly evolving market. This is what sets true insight apart.

As the countdown continues, we look forward to celebrating the individuals shaping investment thinking and driving informed decision-making across the market.

Only a few days to go until South Africa’s top analysts are revealed at the Financial Mail Top Analyst Awards, hosted in collaboration with Krutham, JSE and Financial Mail.

06/12/2026

We are proud to be the Platinum Sponsor of the Financial Mail Top Analyst Awards 2026.

As we build up to the awards, we are reflecting on one core question that defines excellence in our industry: what makes a great equity analyst?

Great analysts don’t just interpret data - they see beyond it. They bring together insight, curiosity, and conviction to uncover the signals that matter most in the market.

At EquityRT, we are excited to support a platform that recognises the very best in South African equity research, in collaboration with Financial Mail, Krutham, and the JSE, and to celebrate the analysts shaping investment thinking across the market.

The countdown is on - and the debate has already begun.

📊 Inflation Watch: Will higher energy prices slow the disinflation trend?This week's US CPI release could become one of ...
06/10/2026

📊 Inflation Watch: Will higher energy prices slow the disinflation trend?

This week's US CPI release could become one of the most important macro events of the month.

After April inflation came in at 4.0% year-on-year, markets are now watching closely to see whether higher energy prices and recent geopolitical developments are beginning to feed back into broader price pressures.

The longer-term trend remains encouraging. Both consumer and producer inflation have fallen significantly from their 2022 peaks, reflecting the impact of tighter monetary policy and easing supply-chain pressures.

However, the latest charts also show that progress has become less linear. Monthly inflation readings have started to firm again, while producer prices have been trending higher in recent months.

For investors, the key question is no longer whether inflation is falling, but how quickly it can return toward the Fed's target.

A stronger-than-expected CPI print could reinforce the "higher-for-longer" interest-rate narrative and support Treasury yields and the US dollar.
A softer reading, on the other hand, would strengthen expectations that inflation continues to move gradually in the right direction.

All eyes now turn to Wednesday's CPI release.

📊 Chart of the Week: Higher Yields, Higher Stocks - What's Changed?The S&P 500 continues to push toward new highs even a...
06/04/2026

📊 Chart of the Week: Higher Yields, Higher Stocks - What's Changed?

The S&P 500 continues to push toward new highs even as Treasury yields remain elevated and the yield curve stays positively sloped.

Not long ago, rising yields would have been seen as a warning sign for equities.

Strong corporate earnings, resilient economic data, and continued enthusiasm around AI have helped investors look through higher borrowing costs and delayed expectations for Fed rate cuts.

The positive 10Y–2Y spread suggests the bond market is no longer flashing the recession signals that dominated previous years. Instead, investors seem increasingly comfortable with a "higher-for-longer" interest rate environment.

The result? Stocks are focusing on growth, while bonds remain focused on inflation.

The key question:

Can equities continue making new highs if bond yields remain elevated, or will higher rates eventually become a stronger headwind for risk assets?

📊 Chart of the Week: Higher oil, higher yields - Is the Inflation trade back?Oil prices have been rising again, and US b...
05/28/2026

📊 Chart of the Week: Higher oil, higher yields - Is the Inflation trade back?

Oil prices have been rising again, and US bond yields are moving higher at the same time.

This matters because higher oil prices can keep inflation pressure alive. When inflation risks rise, markets start to question whether the Fed can cut rates as soon or as much as previously expected.

The chart shows this clearly: as Brent oil climbed, US 10-year and 30-year yields also moved higher.

For investors, the message is simple:

Higher energy prices are not just a commodity story. They can quickly become an inflation, interest rate, and equity market story.

The key question now:

If oil stays high, will markets need to rethink the path for inflation and interest rates?

Eid Mubarak from EquityRT! 🌙Wishing all our clients celebrating a day filled with peace, joy, and meaningful moments wit...
05/27/2026

Eid Mubarak from EquityRT! 🌙

Wishing all our clients celebrating a day filled with peace, joy, and meaningful moments with family and friends.

As we celebrate this blessed day, and reflect on sacrifice, gratitude, and unity, may it bring prosperity, success, and new opportunities to you and your loved ones.

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