September was marked by rising interest rates and renewed inflation concerns across major economies. For investors, the focus remains on diversification and long-term financial planning amid changing market conditions.
Graviton Partner Content
Global markets delivered positive returns in August despite ongoing uncertainty around inflation, interest rates and uneven economic growth. In South Africa, easing inflation, a stronger rand and improving business activity provided some encouragement, although market gains remained concentrated in the resources sector.
Inflation showed signs of easing in some major economies during July, while growth remained uneven across global markets. Read our latest Economic Review for a simple overview of the trends influencing markets and why staying focused on your long-term goals remains important
Global markets in 2026 are balancing growth with ongoing uncertainty, as rising costs and interest rates continue to shape economies worldwide. While short-term volatility persists, staying focused on long-term goals and diversification remains key for investors.
Global economic conditions are becoming more uncertain as growth slows and geopolitical tensions continue to impact energy supply and prices. While some economies remain resilient, rising inflation and higher interest rates are placing pressure on households and businesses alike. Market performance remains mixed, highlighting the importance of staying diversified and focused on long-term financial goals in an evolving environment.
US nonfarm payrolls slightly improved in April. Job gains were above market forecasts, while average hourly earnings rose more than anticipated. China’s exports rebounded strongly, despite heightened tensions in the Middle East, significantly widening the country’s trade surplus with the US. The International Monetary Fund (IMF) has downgraded its 2026 growth outlook for South Africa, underscoring the economic impact of ongoing Middle East tensions on the domestic economy.
