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Intraday Comments

Emerging market data releases failing to support equities amid negative externalities SA
Published on 14 Aug 2018 at 16:12

3-month USD-ZAR implied-historical vol. spread compresses as contagion spread eases SA
Published on 14 Aug 2018 at 16:10

Ramaphosa proposes sovereign wealth fund as a measure to bolster economy SA
Published on 14 Aug 2018 at 15:12

Economic growth eases in the EU in Q2 SA
Published on 14 Aug 2018 at 14:52

Trade-weighted ZAR rises above downward tend SA
Published on 14 Aug 2018 at 14:44

Eskom wage agreement still not a done deal as Gordhan sends parties to CCMA SA
Published on 14 Aug 2018 at 13:54

Spread between UST 10Yr and R186 remains elevated SA
Published on 14 Aug 2018 at 13:15

ZA Data Watch – Mining production stages a recovery in June following 3 months of contraction SA
Published on 14 Aug 2018 at 11:52

Jobs cuts expected in the mining sector as South Deep Restructures SA
Published on 14 Aug 2018 at 11:25

Weakening ZAR spreads fear of fuel hike SA
Published on 14 Aug 2018 at 11:21

SAGB curve shifts lower amid broad-based rebound in EM bonds SA
Published on 14 Aug 2018 at 10:59

EM carry trades still not attractive as the dollar continues to surge SA
Published on 14 Aug 2018 at 10:18

Oil edges up on news that Saudi pulled back on production SA MX
Published on 14 Aug 2018 at 09:43

ZAR bounces back against the USD as focus on fundamentals returns SA
Published on 14 Aug 2018 at 09:41

Chinese data shows further signs of a loss of growth momentum SA
Published on 14 Aug 2018 at 09:25

JSE closes in the green despite choppy trade conditions SA
Published on 14 Aug 2018 at 08:30

Precious and base metals update | Gold edges higher after falling to an 18-month low SA
Published on 14 Aug 2018 at 08:25

G4 Morning Commentary SA MX
Published on 14 Aug 2018 at 08:19

ZA Fixed Income: FI focus will remain with currency and barometers for risk aversion SA
Published on 14 Aug 2018 at 07:58

ZAR Technicals SA
Published on 14 Aug 2018 at 07:32

ZAR Insight: ZAR stages recovery, but EM sentiment still at the mercy of Turkey SA
Published on 14 Aug 2018 at 07:10

SARB unlikely to offer ZAR support unless orderly functioning of markets is threatened SA
Published on 13 Aug 2018 at 16:29

Swap curve continues to steepen amid souring EM sentiment SA
Published on 13 Aug 2018 at 16:28

Global headwinds weighing on South African bonds SA
Published on 13 Aug 2018 at 14:56

USD-ZAR vol curve inverts on slumping ZAR SA
Published on 13 Aug 2018 at 14:04

The cost of insuring debt in SA surges upwards amid spreading risk contagion SA
Published on 13 Aug 2018 at 13:40

Amid a tight fiscal backdrop, greater stimulus can be derived from policy certainty  SA
Published on 13 Aug 2018 at 11:35

Court declares appointment of NPA head as “constitutionally invalid” SA
Published on 13 Aug 2018 at 11:07

Technical indicators suggest EURUSD slump may be coming to a halt SA
Published on 13 Aug 2018 at 10:57

Robust dollar pushes gold lower, falls to a 17-month low SA
Published on 13 Aug 2018 at 10:50

Viewpoints

CFTC Weekly: Dollar longs return again as EUR and GBP falter SA
Published on 13 Aug 2018 at 16:13

ZAR Research: ZAR Outlook Tool - 6-12m Outlook SA
Published on 10 Aug 2018 at 16:34

CFTC Weekly: Broad-based resistance to USD bulls materialises SA
Published on 6 Aug 2018 at 15:52

ZAR Research: ZAR VALUATION TOOL - Undervaluation intact, political uncertainty returns SA
Published on 3 Aug 2018 at 16:15

ZAR Service: CFTC Weekly - Rise in USD optimism extends SA
Published on 1 Aug 2018 at 16:53

Consolidating USD need not preclude another bout of appreciation SA
Published on 31 Jul 2018 at 18:55

CFTC Weekly: EUR bulls up long bets despite robust USD bullishness SA
Published on 30 Jul 2018 at 15:05

CFTC Weekly: Speculators continue to build net long USD position SA
Published on 23 Jul 2018 at 15:35

ZAR Research: Weekly Tech Update - Bias still up, but risks of a USD retreat building SA
Published on 23 Jul 2018 at 12:45

ZAR Research: Monetary tightness in SA compared SA
Published on 20 Jul 2018 at 17:13

CFTC Weekly: Market continuing to build on its bullish dollar bias SA
Published on 19 Jul 2018 at 09:40

CFTC Weekly: Grip of the USD bulls tightens even further SA
Published on 17 Jul 2018 at 15:36

Weekly Tech Update: USD-ZAR – still favours the bears SA
Published on 16 Jul 2018 at 13:39

ZAR Service: ZAR Market internals update SA
Published on 13 Jul 2018 at 12:56

CFTC Weekly: Long USD bias continues to build SA
Published on 12 Jul 2018 at 15:47

CFTC Weekly: EUR positioning deviating from broader trend SA
Published on 10 Jul 2018 at 15:24

Market Movers | Private sector to shoulder fuel price burden | 9 July 2018 SA
Published on 9 Jul 2018 at 15:56

Weekly Tech Update: USD-ZAR trending lower SA
Published on 9 Jul 2018 at 12:30

ETM Carry Attractiveness Update SA
Published on 6 Jul 2018 at 18:00

CFTC Weekly: USD bullishness climbs on relative growth divergence SA
Published on 2 Jul 2018 at 14:57

ETM ZAR Research: ZAR Risk Monitor - Perfect storm as local risks compounds global risk aversion SA
Published on 2 Jul 2018 at 10:49

CFTC Weekly: Monetary policy divergence emboldens USD bulls SA
Published on 25 Jun 2018 at 14:52

ZAR Research: Weekly Tech Update - USD-ZAR turns bearish SA
Published on 25 Jun 2018 at 11:50

ZAR 6-12m: ZSI crashes back down on offshore events SA
Published on 22 Jun 2018 at 13:28

Market Movers | ZAR vs. TRY | 22 June 2018 SA
Published on 22 Jun 2018 at 13:20

CFTC Weekly: USD bears up ante despite Fed policy talk SA
Published on 18 Jun 2018 at 15:51

ZAR Valuation Assessment: ZAR undervaluation deepens, but EM peers worse SA
Published on 15 Jun 2018 at 15:50

ZAR Research - CFTC Update - USD support fizzles out SA
Published on 13 Jun 2018 at 13:13

ETM Global Viewpoint: Italian Liminality
Published on 11 Jun 2018 at 16:24

CFTC Weekly: Bullish momentum behind USD fades SA
Published on 11 Jun 2018 at 15:56

Financial Markets

Vanilla Auction: EM-related sell-off triggers surge in interest for vanillas SA
Published on 14 Aug 2018 at 11:51

Africa Insight 14 August 2018 SA
Published on 14 Aug 2018 at 08:26

Morning Insight 14 August 2018 SA
Published on 14 Aug 2018 at 07:35

Africa Insight 13 August 2018
Published on 13 Aug 2018 at 08:26

Morning Insight 13 August 2018 SA
Published on 13 Aug 2018 at 07:38

ILB Auction: Externally-induced ZAR sell-off has little impact on ILB uptake SA
Published on 10 Aug 2018 at 12:20

Africa Insight 10 August 2018
Published on 10 Aug 2018 at 08:24

ZAR succumbs to trouncing of TRY and RUB SA
Published on 10 Aug 2018 at 07:28

Africa Insight 09 August 2018
Published on 9 Aug 2018 at 08:08

Africa Insight 08 August 2018
Published on 8 Aug 2018 at 08:15

Morning Insight 08 August 2018 SA
Published on 8 Aug 2018 at 07:48

Vanilla Auction: Robust demand for SAGBs despite most recent weakness SA
Published on 7 Aug 2018 at 11:55

Africa Insight 07 August 2018
Published on 7 Aug 2018 at 08:13

Morning Insight 07 August 2018 SA
Published on 7 Aug 2018 at 07:32

Africa Insight 06 August 2018
Published on 6 Aug 2018 at 08:15

Morning Insight 06 August 2018 SA
Published on 6 Aug 2018 at 07:40

ILB Auction: Demand moderates but NT still manages to place full allotment SA
Published on 3 Aug 2018 at 12:16

Africa Insight 03 August 2018
Published on 3 Aug 2018 at 08:13

Africa Insight 02 August 2018
Published on 2 Aug 2018 at 08:16

Morning Insight 02 August 2018 SA
Published on 2 Aug 2018 at 07:39

Africa Insight 01 August 2018
Published on 1 Aug 2018 at 08:22

Morning Insight 01 August 2018 SA
Published on 1 Aug 2018 at 08:17

Vanilla Auction: Better budget numbers fan SAGB tailwinds SA
Published on 31 Jul 2018 at 11:44

Africa Insight 31 July 2018
Published on 31 Jul 2018 at 08:14

Morning Insight 31 July 2018 SA
Published on 31 Jul 2018 at 07:18

Morning Insight 30 July 2018 SA
Published on 30 Jul 2018 at 08:28

Africa Insight 30 July 2018
Published on 30 Jul 2018 at 08:20

ILB Auction: Demand surges as some see value in holding linkers SA
Published on 27 Jul 2018 at 12:19

Africa Insight 27 July 2018
Published on 27 Jul 2018 at 07:47

Morning Insight 27 July 2018 SA
Published on 27 Jul 2018 at 07:30

Economics

ZA Data Review - A strong rebound in platinum output boosts mining production in June SA
Published on 14 Aug 2018 at 14:58

Economic Calendar: Aug 13 - 17 SA
Published on 10 Aug 2018 at 17:00

ZA Data Review - A contraction in vehicle production weighs on the manufacturing sector SA
Published on 7 Aug 2018 at 16:07

ZA Data Review - Gross reserves fall as gold price continues to tank amid a firmer USD SA
Published on 7 Aug 2018 at 13:04

Economic Calendar: Aug 06 - 10 SA
Published on 3 Aug 2018 at 17:00

ZA Data Review – Data show signs of a modest revival in investment appetite as heavy-commercial vehicle sales surge SA
Published on 1 Aug 2018 at 16:00

ZA Data Review - ABSA PMI rises to a 14-month high, yet exp. business conditions weaken sharply SA
Published on 1 Aug 2018 at 15:25

ZA Data Review – Trade surplus widens in June, trade war rhetoric not reflected in export demand SA
Published on 31 Jul 2018 at 17:20

ZA Data Review - Monthly budget more than doubles as total expenditures contracts SA
Published on 31 Jul 2018 at 10:32

ZA Data Review - Money supply expands in June but remains well contained due to conservative SARB SA
Published on 30 Jul 2018 at 14:18

Economic Calendar: Jul 30 - Aug 03 SA
Published on 27 Jul 2018 at 17:00

ZA Data Review – Hefty fuel price hikes bolsters PPI to one and a half year high SA
Published on 26 Jul 2018 at 15:26

Economic Calendar: Jul 23 - 27 SA
Published on 20 Jul 2018 at 17:00

ZA CB Review – SARB leaves benchmark repo rate unchanged at 6.50%, delivers hawkish stance SA
Published on 19 Jul 2018 at 16:59

ZA Data Watch - Retail sales growth climbs despite firmer price pressures SA
Published on 18 Jul 2018 at 17:11

ZA Data Review – Tight credit environment keeps CPI relatively anchored SA
Published on 18 Jul 2018 at 12:51

Economic Calendar: Jul 16 - 20 SA
Published on 13 Jul 2018 at 17:00

Za Data Review - Output firms to 4-month high, buoyed by food and oil sub-sectors SA
Published on 13 Jul 2018 at 11:19

ZA Data Review - Mining index contracts for 3rd straight month amid unresolved charter SA
Published on 12 Jul 2018 at 16:26

Economic Calendar: Jul 09 - 13 SA
Published on 6 Jul 2018 at 17:00

ZA Data Review – Dollar rally in Q2 pressures reserves notably lower SA
Published on 6 Jul 2018 at 12:34

ZA Data Review – Recovery in passenger car sales points to improved retail sales performance SA
Published on 2 Jul 2018 at 17:29

ZA Data Review – Absa PMI compresses to 3-month low with new orders falling below 50-mark SA
Published on 2 Jul 2018 at 15:25

ZA Data Review – Trade surplus narrows y/y as exports continue to contract, imports rise SA
Published on 29 Jun 2018 at 17:36

Economic Calendar: Jul 02 - 06 SA
Published on 29 Jun 2018 at 17:00

ZA Data Review – Scope remains for further improvement in monthly budget numbers SA
Published on 29 Jun 2018 at 15:53

ZA Data Review – Monetary environment tightens amid lack of confidence in the economy SA
Published on 29 Jun 2018 at 13:42

Economic Calendar: Jun 25 - 29 SA
Published on 22 Jun 2018 at 17:00

ZA Data Review – Collapse in exports pressures C/A gap to largest in two years SA
Published on 21 Jun 2018 at 13:39

ZA Data Review – CPI surprises to the downside, amid softer inflation in the food & NAB sector SA
Published on 20 Jun 2018 at 14:36