Everything you need to know about the markets this week
Weekly opportunities podcast EP 30
This week we discuss Palantir's strong earnings report as well as some of the other US earnings. We also cover US tariffs, SA retail as well as what to look out for next week. Lastly Chantal's stock pick.
11 August 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 29
04 August 2025
Trade Ideas
Global Trade Idea: Automatic Data Processing (ADP) - BUY
We initiate a long position. Our upside target is set at $336. We recommend a stop-loss at $298.
31 July 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 28
28 July 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 27
This week we cover the start of US earnings season, including the banks and Netflix. We also discuss the latest US CPI data and what the Fed is likely to do. Lastly we cover the AI Chip market in general as well as Chantals stock pick.
21 July 2025
Economics weekly
Inflation expected to remain low for now, but a lower target should embed this dynamic over time
18 July 2025
Everything you need to know about the markets this week
Short-term trading opportunities - EP03
18 July 2025
Trade Ideas
Local Trade Idea: Redefine Properties (RDF) - BUY
We initiate a long position. Our upside target is set at R5.30. We recommend a stop-loss at R4.50.
15 July 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 26
14 July 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 25
This week we cover US market record highs and what to consider as an investor. We also cover the tariff deadlines and the impact this could have. Lastly an update on oil prices, the week ahead as well as SDC's stock pick.
07 July 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 30
11 August 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 29
04 August 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 28
28 July 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 27
21 July 2025
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
