Morning Intelligence Briefing

Monday, 21 September 2026 · 54 markets monitored

All Regions West Africa East Africa North Africa ···
All Sectors Central Bank FX Capital Markets Macro Banking Regulation
  • Nigeria Central Bank Priority
    07:04 GST

    CBN holds MPR at 26.75% — second consecutive pause signals policy plateau

    The Monetary Policy Committee voted 7-2 to hold the policy rate at 26.75%, citing improving inflation trends and the need to assess the full impact of previous tightening. Governor Cardoso emphasised a data-dependent approach ahead of the September meeting.

    CBN MPC Statement · Central Bank
  • Kenya FX
    07:22 GST

    KES appreciates 1.2% against USD on robust diaspora remittances in June

    The Kenyan shilling strengthened to 128.4 per USD, supported by a 14% year-on-year rise in remittance inflows to USD 4.1 billion in H1 2025. CBK gross reserves remain adequate at 4.2 months of import cover.

    CBK Weekly Statistical Release · Central Bank
  • Egypt Capital Markets
    07:41 GST

    EGX30 gains 2.1% on the week as foreign portfolio inflows resume

    Foreign investors returned to Egyptian equities following the CBE's adjustment of T-bill yields to 26.5%, making the carry trade more attractive. Net foreign purchases reached EGP 1.8 billion over the week.

    EGX Daily Market Bulletin · Exchange
  • Ghana Macro Priority
    08:03 GST

    Ghana CPI falls to 20.9% in June — BOG rate cut on table for August MPC

    Inflation continued its downward trajectory from a peak of 54.1% in December 2022. The Bank of Ghana's next MPC meeting is scheduled for 26-28 August 2025; market consensus points to a 100 basis point cut if the trend holds.

    Ghana Statistical Service / BOG · Statistics Office / Central Bank
  • Morocco Capital Markets
    08:25 GST

    Casablanca Finance City records 112 registered global firms in H1 2025

    CFC reported a 26% increase in registered financial institutions year-on-year, with asset managers and development finance institutions leading new registrations. The centre is positioning as the primary African gateway for Gulf capital.

    CFC Official Report H1 2025 · Regulatory Body
  • Ethiopia Banking Priority
    08:47 GST

    NBE issues directive opening foreign bank branch licensing applications

    The National Bank of Ethiopia issued Directive No. SBB/88/2025 permitting foreign commercial banks to establish branches in Ethiopia for the first time. Applications open in Q3 2025; minimum capital requirement set at USD 50 million.

    NBE Directive SBB/88/2025 · Central Bank
  • Tanzania Regulation
    09:12 GST

    BOT raises reserve requirement for commercial banks from 10% to 11%

    The Bank of Tanzania tightened liquidity requirements effective 1 August 2025, citing excess commercial bank liquidity and the need to support shilling stability. The measure affects all licensed commercial banks.

    BOT Monetary Policy Statement · Central Bank
  • South Africa FX
    09:38 GST

    ZAR tests R18.20/USD as SARB holds rate; rand outlook cautious into Q3

    The South African rand held near R18.20 per USD following the SARB's decision to hold rates at 8.25% at its July MPC meeting. Analysts cite mixed domestic data and USD strength as near-term headwinds.

    SARB MPC Statement / Bloomberg SA · Central Bank