Weekly Review

Research Notes
Comments
Political 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

Oil shock returns and global bonds sell off as SA growth loses momentum

Date Uploaded: September 11 2026 07:00


Oil surged back above $100/bbl this week as renewed US-Iran hostilities and tighter shipping conditions revived concerns about a more persistent energy shock. At the same time, global bond yields climbed further, while SA’s Q2 GDP contraction increased downside risk to the BER’s 2026 growth forecast. The Review also looks at the ANC’s candidate-list court battle, Cosatu’s electoral dilemma and renewed inflation pressure abroad.