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.

SpaceX IPO Deep Dive: The Hype, the Price, and the Opportunity

We dig into the potential scope of the Starlink market, SpaceX’s impact on the industrial gas investment space, and our perspective on xAI and orbital computing. WRITTEN BY: Nicolas Owens | Equity Analyst, Aerospace & Defense, Suryansh Sharma | Director of Equity...