12 September 2026
Nigeria
FX policy watch
What the central bank’s latest signals mean for liquidity, importers and the naira outlook.
Research
One focused brief at a time: the signal, the evidence and the implications for people making decisions in African markets.
What readers get
Every Friday
A concise read designed to fit between meetings, with the key market movement up front.
Evidence attached
Primary documents, local reporting and data are linked so you can follow the thread yourself.
A view, not noise
We separate observation, interpretation and what would change our mind.
Built for action
Each brief ends with the questions and watchpoints most likely to matter next.
A sample brief
What changed this week and why it matters now.
The policy, pricing and market data behind the change.
How banks, companies and investors may feel the effects.
What remains uncertain, what we are assuming and what to watch next.
Archive
A sample of the questions we have been tracking across markets and sectors.
12 September 2026
Nigeria
What the central bank’s latest signals mean for liquidity, importers and the naira outlook.
05 September 2026
Kenya
A read on private-sector credit, bank risk appetite and the borrowers driving the next leg.
29 August 2026
Ghana
The fiscal and restructuring milestones the market is watching as spreads reprice.
22 August 2026
South Africa
How funding costs and household balance sheets are changing the operating picture.
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