Weekly Review

Research Notes
Comments
Impumelelo Economic Growth Lab

Weekly Review

The BER Weekly Review provides in-depth, data-driven insights into the South African and global economies. Alongside the latest statistics, we cover key financial market developments and explain what matters - from monetary policy decisions to broader policy shifts and economic drivers. Each issue also looks ahead to the coming week, highlighting events and data releases that are likely to shape the economic and market outlook. From 2026, the Review includes a concise South African political update. It is available to Premium Insights and Essential Insights subscribers.

Back to Documents

Markets price out the war premium while SA prepares for the next test

Date Uploaded: June 26 2026 07:00


Markets have rapidly priced out the Middle East war premium, sending oil prices back to pre-war levels and paving the way for sizeable fuel price cuts in South Africa from 1 July. While the outlook for inflation has improved, the focus is now shifting to inflation expectations and whether recent geopolitical optimism proves justified.