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Weekly Market Review: March 2025, Edition 3

march 2025 edition 3

“…THE PERSISTENCE OF CORE INFLATION FORCES INVESTORS TO RECALIBRATE THEIR REAL YIELD EXPECTATIONS AS THEY RECONCILE SHORT-TERM IMPROVEMENTS WITH LONGER-TERM STRUCTURAL CHALLENGES.”

Weekly Market Review: March 2025, Edition 1

march 2025 edition 1

There is a growing consensus that the CBN Governor will need to adopt a more conservative approach to policy decisions, especially given the rapid fluctuations seen in recent weeks.

Mid-Week Market Review: February 2025, Edition 4

Alternative assets and commodities

Commodities Oil prices took a sharp dip last Friday, dropping over 3% per barrel. This decline came as investors reassessed the diminishing risks associated with the Middle East and weighed in on the ongoing uncertainty surrounding a potential peace deal in Ukraine. Brent crude futures ended the day at $74.25 per barrel, down by $2.37, […]

Weekly Market Review: February 2025, Edition 4

February 2025 edition 4

Prologue In the aftermath of the 299th Monetary Policy Committee (MPC) Meeting, which also marked the first gathering of the year 2025, the Central Bank of Nigeria (CBN) has opted to maintain the Monetary Policy Rate (MPR) at 27.50%, a decision that reflects the cautious approach adopted by the apex bank following an aggressive tightening […]

Mid-Week Market Review: February 2025, Edition 3

Alternative assets and commodities

Commodities Last week, oil prices saw early declines amid growing speculation about a potential peace agreement between Russia and Ukraine. Traders expressed concerns that lifting sanctions on Moscow could boost global energy supplies, leading to a shift in market sentiment. This shift moved the focus from fears of supply tightness to worries about an oversupply, […]

Weekly Market Review: February 2025, Edition 3

February 2025 edition 3

Prologue Analysts are divided about the potential direction of the Central Bank of Nigeria’s (CBN) policies. The expectation of a stable Naira, coupled with a possible reduction in inflation, could create an environment conducive to a more tempered approach to monetary policy. In the views of many, the CBN, recognizing the need for balanced growth, […]

Mid-Week Market Review: February 2025, Edition 2

Alternative assets and commodities

Commodities Oil prices experienced a near 2 percentage points increase on Monday, rebounding after three consecutive weeks of declines. Despite this rise, investor concerns persist. Brent crude futures settled at $76.05 per barrel, reflecting a $1.36 rise. WTI crude similarly advanced, gaining $1.41 to reach $72.47 per barrel. Market analysis suggests a growing recognition that […]