Rand Swiss

09/09/2026

Webinar | Under the Microscope: The Software Sector – Panic or Opportunity?

The market sees disruption. We see five opportunities.

AI fears have pushed many leading software companies well below their historical valuations. Yet businesses still depend on trusted data, secure infrastructure, established workflows, and accountability.

Join Portfolio Manager Viv Govender and Wealth Advisor Kyle Furlong, CFP®, as they reveal the five software companies we believe offer the most compelling value and introduce the Rand Swiss USD/CHF Software Opportunity Note.

Register: https://ow.ly/Otg150ZLe32

09/09/2026

Market Open | Oil Fuels Fresh Inflation Concerns

US markets drifted lower overnight in broad-based weakness, while oil pushed higher on concerns that a prolonged Middle Eastern conflict threatens global inflation and, in turn, lending rates. Iran-backed Houthi forces in Yemen attacked Saudi energy facilities, adding to the geopolitical risk premium being priced into crude.

US inflation data remains the key focus this week, providing the final input ahead of next week's rate decision. The CME FedWatch tool currently favours a near 60% probability of a 25 basis point hike.

Asian equities are trading mixed this morning as a rebound in AI and semiconductor stocks offsets broader weakness tied to escalating geopolitical tension.

The dollar is flat on the day. Gold is attempting to rebound off yesterday's lows, while copper is testing new high territory, a move supported by the threat of increased US tariffs.
The rand continues to trade just below the R16/$ mark, and we expect a flat to slightly lower open for the JSE All Share Index.



$JSE

08/09/2026

Tech Tuesday | Markets Consolidate Gains Ahead of Key Inflation Data

Markets are consolidating recent gains as attention turns to Friday’s US CPI inflation print.

This week’s edition covers:

• Gold finding short-term support as technical indications turn bullish
• USD/ZAR trading within a new R15.89 to R16.19 short-term range
• Brent crude continuing higher into overbought territory
• The Top40 uptrend remaining intact below short-term resistance
• Dow, S&P 500 and Nasdaq consolidating after reaching their respective targets
• Friday’s US CPI print as the key risk event heading into the weekend

Read the full technical breakdown here: https://ow.ly/gu1250ZKEHS

08/09/2026

Tech Tuesday: Dow, Nasdaq & SP500 update | 8 September 2026

Major US indices gave us the short-term opportunities we were looking for last week and have since tagged their resistance targets. The long-term trends remain up, although in the short-term, we are consolidating. Senior Analyst at Rand Swiss, Shaun Murison, highlights what the next opportunities could look like.

Watch now: https://youtu.be/PvHDSGualVg

Major US indices gave us the short-term opportunities we were looki...

08/09/2026

Tech Tuesday: Top40 / J40 | 8 September 2026

The Top 40 Cash index uptrend remains in play, although there is a short-term ceiling in place. To unlock meaningful gains, we are looking for a close above resistance. Senior Analyst at Rand Swiss, Shaun Murison still considers buying off support, but trading to targets rather than riding out moves, that is until a breakout is confirmed.

Watch now: https://youtu.be/RszFvTwC7tY

The Top 40 Cash index uptrend remains in play, although there is a ...

08/09/2026

Tech Tuesday: Oil | 8 September 2026

The upward momentum for Brent crude oil has continued, with the next resistance target now close. While the commodity has moved into overbought territory, a top has not yet been confirmed. Senior Analyst Shaun Murison at Rand Swiss unpacks.

Watch now: https://youtu.be/N3Lfo7cCtc4

The upward momentum for Brent crude oil has continued, with the nex...

08/09/2026

Tech Tuesday: USD/ZAR Update | 8 September 2026

A new short-term range for the dollar/rand has been established between levels R15.89/$ and R16.19/$. The pair is reversing off support right now. Senior Analyst at Rand Swiss, Shaun Murison, suggests that if resistance is taken out, it could have further weakening implications for the ZAR.

Watch now: https://youtu.be/JVSR1_PoZxU

08/09/2026

Tech Tuesday: Gold Update | 8 September 2026

Gold appears to have found short-term support, and the technical indications skew in favour of the bulls. US CPI inflation data on Friday is, however, a big risk event leading into the weekend. Senior Analyst at Rand Swiss, Shaun Murison, highlights targets and failure levels for the setup.

Watch now: https://youtu.be/yZRBrooN5IA

Gold appears to have found short-term support, and the technical in...

08/09/2026

AI can now act independently, going beyond simple tasks to solve complex problems, as seen in the Hugging Face incident. This agency means AI systems will have a significant real-world impact, capable of planning, booking, and managing projects.

Watch the full update here: https://youtu.be/GyLeUqHmLxY

08/09/2026

Market Open | Markets Edge Higher As Fed Decision Looms

US futures are marginally higher in early trade after muted volumes on Monday where the US celebrated the Labour Day holiday.

Asian equity markets are mostly firmer this morning, led by gains in semiconductor stocks that have pushed the KOSPI up more than two percent. The Nikkei added around half a percent, while the Hang Seng and Shanghai Composite indices lagged their regional peers.

The probability of a Fed hike next week has moved close to sixty percent since Friday's non-farm payrolls data, with Friday's US CPI inflation print now shaping up as the key final input into that decision. Despite the more hawkish Fed outlook, the dollar index has softened slightly, most notably against the yen on Japan's tighter monetary policy outlook.

Gold is marginally higher this morning, and oil prices remain elevated after Iran threatened to retaliate against any new US attacks on its assets, stoking concerns over a supply disruption.

The rand is marginally firmer in early trade, and we expect a firmer open for the JSE All Share index.



$JSE