Weekly Review

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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.

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From war to Warsh: markets find a new worry while SA navigates old ones

Date Uploaded: June 19 2026 07:00


Markets spent the week transitioning from pricing war to pricing peace. Investors have responded positively to the latest US-Iran memorandum of agreement, despite many of the underlying issues remaining unresolved. This week's BER Weekly examines the implications for oil prices, inflation and monetary policy, including Kevin Warsh's first Federal Reserve meeting as Chair and a noticeably more hawkish Fed. We also assess the latest SA inflation data, growing tensions within the GNU and the political and security risks surrounding the 30 June anti-immigration deadline.