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Intraday Comments

Options market more bearish on the ZAR ahead of the MTBPS SA
Published on 19 Oct 2018 at 16:34

SARB governor cautions against rising populism SA
Published on 19 Oct 2018 at 15:14

The gold/platinum ratio surges amid unrelenting global headwinds SA
Published on 19 Oct 2018 at 12:59

SARS acting head raises concerns over state of the organization SA
Published on 19 Oct 2018 at 12:01

SARB says drag on growth is structural and policy accommodation won’t provide much stimulus SA
Published on 19 Oct 2018 at 11:33

EM FX ticks lower amid the broad-based USD strengthening (Oct 19) SA
Published on 19 Oct 2018 at 11:04

Despite ticking higher this morning oil remains below $80.00/bbl mark SA MX
Published on 19 Oct 2018 at 09:32

JSE falls to 15-month low as global risk-off trade persists SA
Published on 19 Oct 2018 at 08:31

Precious and base metals update | Gold breaks above 100-DMA SA
Published on 19 Oct 2018 at 08:25

G4 Morning Commentary SA MX
Published on 19 Oct 2018 at 08:23

ZA Fixed Income: Over the medium term, the current equity sell-off may be good news for bonds SA
Published on 19 Oct 2018 at 07:57

ZAR Technicals SA
Published on 19 Oct 2018 at 07:18

ZAR Insight: Equities, China, commodities and EM sentiment all weigh on ZAR SA
Published on 19 Oct 2018 at 07:02

USD lost for direction after yesterday’s rally SA
Published on 18 Oct 2018 at 15:29

1w implied vol. remains subdued despite next Wednesday’s MTBPS SA
Published on 18 Oct 2018 at 13:23

Gold prices rise as correlation with the DXY falls SA
Published on 18 Oct 2018 at 13:01

Divergence between long and short end of FRA curve emerges SA
Published on 18 Oct 2018 at 12:17

Steepening bias on UST curve resumes as Fed indicates further rate hikes SA
Published on 18 Oct 2018 at 12:05

ZA Data Watch – August mining production contracts by the most since March 2016 SA
Published on 18 Oct 2018 at 11:40

Italian bond yields buoyant as markets await budget answer SA
Published on 18 Oct 2018 at 10:51

ZAR rebounds after Fed’s hawkish communication spurs a brief sell-off SA
Published on 18 Oct 2018 at 10:35

Workers down tools over a pay dispute at Denel SA
Published on 18 Oct 2018 at 09:59

Front month Brent ticks lower as market keeps focus on falling U.S. crude inventories SA MX
Published on 18 Oct 2018 at 09:04

Global stocks falter, dragged lower geopolitical uncertainties and affirmation of hawkish Fed stance SA
Published on 18 Oct 2018 at 08:22

Precious and base metals update | Base metals broadly lower amid firmer USD SA
Published on 18 Oct 2018 at 08:22

G4 Morning Commentary SA
Published on 18 Oct 2018 at 08:19

ZA Fixed Income: Bonds may lose some momentum as ZAR gives back some gains SA
Published on 18 Oct 2018 at 07:59

ZAR Insight: Fed minutes see most EM currencies including ZAR retreat SA
Published on 18 Oct 2018 at 07:19

ZAR Technicals SA
Published on 18 Oct 2018 at 07:15

Fuel price to increase further in November as global oil prices remain elevated SA
Published on 17 Oct 2018 at 15:09

Viewpoints

MTBPS Preview: More of the same expected, at least for now SA
Published on 19 Oct 2018 at 14:35

FX Service: ZAR Valuation Tool - Some undervaluation unwound, but ZAR could recover further SA
Published on 16 Oct 2018 at 13:37

CFTC Weekly: Momentum for USD Bulls fading once again SA MX
Published on 15 Oct 2018 at 16:30

Market Movers | SAGB Foreign Ownership | 15 October 2018 SA
Published on 15 Oct 2018 at 15:17

Viewpoint | Oil Outlook | 10 October 2018 SA MX
Published on 10 Oct 2018 at 13:56

Moody’s Preview: SA likely safe for now, junk risk still on the horizon SA
Published on 10 Oct 2018 at 13:40

Market Movers | Fuel Prices and Inflation Outlook | 9 October 2018 SA
Published on 9 Oct 2018 at 14:55

FX Service: Viewpoint - Understanding Market positioning to gain insight into ZAR SA
Published on 8 Oct 2018 at 16:13

CFTC Weekly: Dollar back in control as EUR and JPY sink SA MX
Published on 8 Oct 2018 at 15:33

FX Service: Weekly Tech Update - EUR-USD – Trend bearish but some signs of a rebound SA
Published on 8 Oct 2018 at 09:49

FX Service: Weekly Tech Update - DXY – Tilting in favour of the bears SA
Published on 8 Oct 2018 at 09:47

FX Service: Weekly Tech Update - USD-ZAR – Some suggestions of an imminent pullback SA
Published on 8 Oct 2018 at 09:44

FX Service: Weekly Tech Update - EUR-USD strongly favours the downside SA
Published on 1 Oct 2018 at 18:31

FX Service: Weekly Tech Update - DXY looking strong on balance SA
Published on 1 Oct 2018 at 18:29

FX Service: Weekly Tech Update - USD-ZAR shows uncertainty with direction SA
Published on 1 Oct 2018 at 17:54

CFTC Weekly: Dollar longs taking their feet off the pedal SA
Published on 1 Oct 2018 at 15:38

FX Service: ZAR Resilience Tool - SARB policy stance continues to buttress the ZAR SA
Published on 28 Sep 2018 at 15:29

FX Service: Weekly CFTC Update: USD bulls in the ascendancy SA
Published on 26 Sep 2018 at 15:51

CFTC Weekly: Momentum swings back in favour of dollar bulls SA
Published on 24 Sep 2018 at 13:01

FX Service: Weekly Tech Update - EUR-USD – Balance favours the bulls SA
Published on 24 Sep 2018 at 10:18

FX Service: Weekly Tech Update - DXY Seeking clear direction SA
Published on 24 Sep 2018 at 10:13

FX Serviice: Weekly Tech Update - USD-ZAR negative to neutral SA
Published on 24 Sep 2018 at 10:08

FX Service: Carry Attractiveness Update SA
Published on 21 Sep 2018 at 17:03

FX Service: Weekly Tech Update - EUR-USD – Bears taking control SA
Published on 17 Sep 2018 at 17:18

FX Service: Weekly Tech Update - DXY – Turning positive after recent losses SA
Published on 17 Sep 2018 at 17:16

FX Service: Weekly Tech Update - USD-ZAR indicators favour the upside SA
Published on 17 Sep 2018 at 17:13

CFTC Weekly: Dollar long positions continue to unwind SA MX
Published on 17 Sep 2018 at 15:35

SARB MPC Preview: Underlying inflation dynamics suggest rate hike not warranted SA
Published on 17 Sep 2018 at 13:54

FX Service: ZAR Valuation Tool: ZAR undervaluation deepens, but room to be hopeful s-term SA
Published on 14 Sep 2018 at 15:56

FX Service: Weekly Tech Update - ZAR Mixed after pullback SA
Published on 10 Sep 2018 at 16:57

Financial Markets

ILB Auction: Inflation expectations remain elevated despite recent ZAR recovery SA
Published on 19 Oct 2018 at 12:11

Africa Insight 19 October 2018
Published on 19 Oct 2018 at 08:05

Morning Insight 19 October 2018 SA
Published on 19 Oct 2018 at 07:19

Africa Insight 18 October 2018
Published on 18 Oct 2018 at 07:43

Morning Insight 18 October 2018 SA
Published on 18 Oct 2018 at 07:17

Africa Insight 17 October 2018
Published on 17 Oct 2018 at 07:57

Morning Insight 17 October 2018 SA
Published on 17 Oct 2018 at 07:27

Vanilla Auction: Fiscal dynamics keeping investors cautious on long end SA
Published on 16 Oct 2018 at 11:58

Morning Insight 16 October 2018 SA
Published on 16 Oct 2018 at 08:46

Africa Insight 16 October 2018
Published on 16 Oct 2018 at 08:08

ETM Africa-China-India Weekly Insight: 15-19 October 2018
Published on 15 Oct 2018 at 11:53

Africa Insight 15 October 2018
Published on 15 Oct 2018 at 08:24

Morning Insight 15 October 2018 SA
Published on 15 Oct 2018 at 07:34

ILB Auction: Demand remains robust despite recent ZAR appreciation SA
Published on 12 Oct 2018 at 12:12

Africa Insight 12 October 2018
Published on 12 Oct 2018 at 08:01

Morning Insight 12 October 2018 SA
Published on 12 Oct 2018 at 07:33

Switch Auction: Solid demand seen at switching auction held today SA
Published on 11 Oct 2018 at 17:18

Africa Insight 11 October 2018
Published on 11 Oct 2018 at 08:06

Morning Insight 11 October 2018 SA
Published on 11 Oct 2018 at 07:32

Africa Insight 10 October 2018
Published on 10 Oct 2018 at 08:12

Morning Insight 10 October 2018 SA
Published on 10 Oct 2018 at 07:32

Vanilla Auction: Solid demand for SAGBs as fiscal events line Up SA
Published on 9 Oct 2018 at 12:20

Africa Insight 09 October 2018
Published on 9 Oct 2018 at 08:13

Morning Insight 09 October 2018 SA
Published on 9 Oct 2018 at 07:36

ETM Africa-China-India Weekly Insight: 08-12 October 2018
Published on 8 Oct 2018 at 14:38

Africa Insight 08 October 2018
Published on 8 Oct 2018 at 08:12

Morning Insight 08 October 2018 SA
Published on 8 Oct 2018 at 07:42

ILB Auction: Linker Demand Jumps Amid Renewed ZAR Pressures and Oil Price Surge SA
Published on 5 Oct 2018 at 12:18

Africa Insight 05 October 2018
Published on 5 Oct 2018 at 08:09

Morning Insight 05 October 2018 SA
Published on 5 Oct 2018 at 07:29

Economics

Economic Calendar: Oct 22 - 26 SA
Published on 19 Oct 2018 at 17:00

ZA Data Review - Mining production nosedives to two and a half year low SA
Published on 18 Oct 2018 at 16:21

ZA Data Review - Retail sales print bolsters view that GDP growth likely to pick up in Q3 SA
Published on 17 Oct 2018 at 16:20

Economic Calendar: Oct 15 - 19 SA
Published on 12 Oct 2018 at 17:00

ZA Data Review - Manufacturing output growth points to better Q3 economic performance SA
Published on 11 Oct 2018 at 16:36

Economic Calendar: Oct 08 -12 SA
Published on 5 Oct 2018 at 17:00

ZA Data Review - Gold reserves decline to the lowest in 21 months SA
Published on 5 Oct 2018 at 14:17

ZA Data Review - Vehicle sales pinned in negative territory for second straight month SA
Published on 1 Oct 2018 at 16:32

ZA Data Review - ABSA PMI’S slump symptomatic of weak domestic demand SA
Published on 1 Oct 2018 at 15:47

Economic Calendar: Oct 01 - 05 SA
Published on 28 Sep 2018 at 17:00

ZA Data Review - SA's budget deficit on a cumulative and monthly basis narrows in August SA
Published on 28 Sep 2018 at 16:45

ZA Data Review – Cumulative trade account back in surplus, economy still relatively more balanced SA
Published on 28 Sep 2018 at 15:38

ZA Data Review - Money supply and credit growth accelerate, still no imminent risk to inflation SA
Published on 28 Sep 2018 at 13:27

ZA Data Review - PPI trends higher while CPI continues to surprise to the downside SA
Published on 27 Sep 2018 at 15:44

Economic Calendar: Sep 24 - 28 SA
Published on 21 Sep 2018 at 17:00

ZA CB Review - The decision to hold the outcome of a slim majority of 4:3 SA
Published on 20 Sep 2018 at 18:03

ZA Data Review - Another downside surprise in headline CPI amid tight credit dynamics SA
Published on 19 Sep 2018 at 15:43

Economic Calendar: Sep 17 - 21 SA
Published on 14 Sep 2018 at 17:00

ZA Data Review - Mining production slumps back into a contraction SA
Published on 13 Sep 2018 at 16:10

ZA Data Review: Retail sector outlook subdued as household budgets are under pressure SA
Published on 12 Sep 2018 at 16:13

ZA Data Review - Recovery in manufacturing output likely to be temporary, PMI suggests SA
Published on 11 Sep 2018 at 16:09

Economic Calendar: Sep 10 - 14 SA
Published on 7 Sep 2018 at 17:00

ZA Data Review - Strong dollar continues to weigh on gross reserves SA
Published on 7 Sep 2018 at 14:41

ZA Data Review - Q2 C/A narrows as SA's trade balance improves SA
Published on 6 Sep 2018 at 16:40

ZA Data Review - Two consecutive quarters of contraction push SA into a technical recession SA
Published on 4 Sep 2018 at 16:19

ZA Data Review - Vehicle sector pressured by a contraction in passenger car and LCV sales SA
Published on 3 Sep 2018 at 17:32

ZA Data Review - ABSA PMI collapses to a 13-month low on steep pullback in business activity SA
Published on 3 Sep 2018 at 16:54

ZA Data Review - SA's trade account dips into a deficit amid an unexpected spike in imports SA
Published on 31 Aug 2018 at 17:20

Economic Calendar: September 3-7 SA
Published on 31 Aug 2018 at 17:00

ZA Data Review - Cumulative budget deficit narrows despite massive monthly deficit in July SA
Published on 30 Aug 2018 at 16:57