Over Coffee Market & Economic Commentary | July 2026

SA INFLATION South Africa’s annual inflation rate accelerated to 5.0% in June 2026, its highest level since June 2024. | SA RATES The SARB left interest rates unchanged, surprising markets that had anticipated a rate hike.

Over Coffee Market & Economic Commentary | June 2026

SA INFLATION | Annual inflation rose to 4.5% in May, the highest level since July 2024, marking the third consecutive monthly increase. SA TRADE BALANCE | South Africa recorded a ZAR 1.8bn trade deficit in May, its first monthly deficit since January 2025....

Over Coffee Market & Economic Commentary | May 2026

INFLATION | South Africa’s annual inflation rate rose to 4% in April 2026 – the highest reading since August 2024. SA RATES | The South African Reserve Bank raised its key repo rate by 25 bps to 7% in May – marking its first rate hike since...

Over Coffee Market & Economic Commentary | April 2026

EQUITIES The MSCI World Index, covering companies across 23 developed markets, posted its strongest month since 2020| CRYTO Bitcoin, which accounts for over 50% of total cryptocurrency market capitalisation, rose 13% in April. It remains 12% down for the year.

Over Coffee Market & Economic Commentary | February 2026

INVESTING | National Treasury announced in the February budget an increase to the contribution limit for TFSA from R36 000 to R46 000 p.a. JSE | The ALSI delivered its 12th consecutive positive month in February 2026. BUDGET | For the first time in 17 years, South...