Everything you need to know about the markets this week
Weekly opportunities podcast EP 42
This week we cover US earnings and expand on Meta and Amazon. We also cover the latest Fed meeting and what impact this had on markets Globally. On the local front we cover webuycars and the latest share sell off. Lastly what to expect next week as well as Chantal's stock pick.
03 November 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 41
27 October 2025
Trade Ideas
Global Trade Idea: Costco Wholesale Corporation (COST) - BUY
We re-enter a long position with a target price of $1 038.00 and a stop-loss of $898.00.
23 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 40
20 October 2025
Trade Ideas
Global Trade Idea: Airbnb (ABNB US, BBETNC, BBETNQ) - BUY
We initiate a long position with a target price of $141.00 and a stop-loss of $116.00.
16 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 39
13 October 2025
Economics weekly
The state of the consumer: Insights from the 3Q25 Quarterly Bulletin
South African consumers showed cautious but noticeable improvement during the second quarter of 2025 (2Q25). This modest recovery was largely supported by rising real disposable income and successive interest rate cuts, which helped ease financial pressure on households. However, deep-rooted structural challenges, especially in the labour market, continue to hinder a broad-based and sustainable recovery. Here's what the 3Q25 Quarterly Bulletin reveals.
10 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 38
06 October 2025
Economics weekly
A busy data calendar provides a reading on SA's economic pulse
The past week was busy on the economic data front, offering valuable insights into current conditions and potential future trends. We take the opportunity to link these indicators and present a concise view of what we think of prevailing developments and whether they challenge our outlook.
03 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 42
03 November 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 41
27 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 40
20 October 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.
