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Intraday Comments

France-Germany 10-year yield spread at widest since 2017 French presidential elections
Published on 12 Dec 2018 at 16:49

USD-ZAR loses ground following local data, GBP rally SA
Published on 12 Dec 2018 at 16:14

SAGB bond volatility remains benign SA
Published on 12 Dec 2018 at 15:10

ZA Data Watch – Retail sales surprises to the topside in October, accelerating to 2.2% y/y SA
Published on 12 Dec 2018 at 13:22

Broader steepening bias remains intact along the FRA curve SA
Published on 12 Dec 2018 at 12:19

ZAR gives back early gains as UK political woes dent risk sentiment SA
Published on 12 Dec 2018 at 11:44

Yields on SA bonds shrug off higher than expected CPI  SA
Published on 12 Dec 2018 at 10:41

ZA Data Watch – CPI rises to 5.2% y/y in Nov while core inflation ticks up to 4.4% y/y SA
Published on 12 Dec 2018 at 10:16

MSCI EM Currency Index loses topside momentum in December SA
Published on 12 Dec 2018 at 10:05

Brent remains range bound as markets digests factors at play SA MX
Published on 12 Dec 2018 at 09:16

Precious and base metals update | Base metals range bound SA
Published on 12 Dec 2018 at 08:36

ZA Fixed Income: Bonds yields off their highs, but SOE risks linger SA
Published on 12 Dec 2018 at 08:05

JSE rebounds from near 2-year low SA
Published on 12 Dec 2018 at 07:53

G4 Morning Commentary SA MX
Published on 12 Dec 2018 at 07:51

ZAR Insight: ZAR showing signs of staging a recovery, but there is much to consider SA
Published on 12 Dec 2018 at 07:15

VIX pulls back slightly, remains elevated by historical standards SA
Published on 11 Dec 2018 at 15:22

R186 risk spread reaches a more than 3-month high SA
Published on 11 Dec 2018 at 13:56

ZA Data Watch – Manufacturing production accelerates sharply in October, but outlook still relatively subdued SA
Published on 11 Dec 2018 at 13:23

Options prices on GBP-USD surge following cancelled Parliament vote SA
Published on 11 Dec 2018 at 12:29

ZA Data Watch – Payrolls growth ticks marginally higher in Q3 to 0.2% y/y but underlying economic dynamics pose great concern SA
Published on 11 Dec 2018 at 11:55

ZA Data Watch – Mining production stages a modest recovery at the start of Q4 SA
Published on 11 Dec 2018 at 11:53

USD-ZAR testing upper bound channel SA
Published on 11 Dec 2018 at 11:20

USD-ZAR 1-month I-H volatility spread widens as ZAR slumps SA
Published on 11 Dec 2018 at 10:59

Local IRS curve bear steepens SA
Published on 11 Dec 2018 at 09:31

Global growth concerns push Brent back to $60.00/bbl mark SA MX
Published on 11 Dec 2018 at 08:58

Precious and base metals update | Base metals broadly firmer SA
Published on 11 Dec 2018 at 08:30

ZA Fixed Income: Bonds on the defensive, investors deal with dilemma of attractive rates, but high fiscal risk SA
Published on 11 Dec 2018 at 08:15

JSE fall to more than a 1-month low as global risk sentiment sours SA
Published on 11 Dec 2018 at 08:11

G4 Morning Commentary SA
Published on 11 Dec 2018 at 08:08

ZAR Technicals SA
Published on 11 Dec 2018 at 07:27

Viewpoints

CFTC Weekly: USD bulls continue to gain at expense of EUR and JPY SA MX
Published on 11 Dec 2018 at 15:07

FX Service | ZAR Risk Monitor: Home grown risks, the most prominent for the ZAR SA
Published on 10 Dec 2018 at 15:38

FX Service | Weekly Techs: USD-ZAR bias still to the top, DXY looking weak, EUR bias upward, but not strongly SA
Published on 10 Dec 2018 at 10:55

FX Service | Weekly CFTC: USD bulls hold firm ahead of FOMC SA
Published on 6 Dec 2018 at 10:17

Global Viewpoint | Debtaly: How much is too much? SA
Published on 5 Dec 2018 at 14:12

FX Service | Weekly Techs: EUR-USD – Balance tilting to the downside SA
Published on 3 Dec 2018 at 15:55

FX Service | Weekly Techs: DXY – Volatile market giving mixed signals SA
Published on 3 Dec 2018 at 15:53

FX Service | Weekly Techs: USD-ZAR – More upside in the offing SA
Published on 3 Dec 2018 at 15:51

CFTC Weekly: Futures market directionless as USD bulls hold firm SA MX
Published on 3 Dec 2018 at 15:09

FX Service | CFTC Update: USD bulls not giving up just yet SA
Published on 29 Nov 2018 at 10:11

CFTC Weekly: Market remains overwhelmingly bearish on the EUR SA MX
Published on 27 Nov 2018 at 15:00

FX Service | Tech Update: EUR-USD – Strong retrace underway SA
Published on 26 Nov 2018 at 17:54

FX Service | Tech Update: DXY – Most factors favour the upside SA
Published on 26 Nov 2018 at 17:52

FX Service | Tech Update: USD-ZAR – Some suggestion of an impending rebound SA
Published on 26 Nov 2018 at 17:48

FX Service: CFTC Weekly: USD longs finally retreat SA
Published on 23 Nov 2018 at 12:50

ETM Market Movers | SARB Preview | 20 November 2018 SA
Published on 20 Nov 2018 at 09:44

FX Service | Weekly Tech Update: EUR-USD – Strong rebound underway SA
Published on 19 Nov 2018 at 15:47

FX Service | Weekly Tech Update: DXY has now turned bearish SA
Published on 19 Nov 2018 at 15:45

FX Service | Weekly Tech Update: USD-ZAR bears have taken control SA
Published on 19 Nov 2018 at 15:40

CFTC Weekly: USD shorts build as Fed hiking pace questioned SA MX
Published on 19 Nov 2018 at 14:47

ETM Market Movers | S&P Preview | 23 November 2018 SA
Published on 19 Nov 2018 at 10:17

Africa Viewpoint | SSA Monetary Policy Preview | 19 November 2018
Published on 19 Nov 2018 at 09:34

FX Service | ZAR Valuation: More undervaluation unwound, but ZAR still offers a discount SA
Published on 16 Nov 2018 at 16:20

FX Service | Weekly CFTC: Net long USD positions build further as EUR bears dominate SA
Published on 16 Nov 2018 at 09:36

FX Service | Tech Update: EUR-USD – Not looking strong at all SA
Published on 12 Nov 2018 at 16:32

FX Service | Tech Update: DXY – Mostly bullish but some headwinds seen SA
Published on 12 Nov 2018 at 16:26

FX Service | Tech Update: USD-ZAR – Most indicators favour the USD SA
Published on 12 Nov 2018 at 16:20

CFTC Weekly: Market most bullish on the USD since January 2016 SA MX
Published on 12 Nov 2018 at 13:29

FX Service| Weekly CFTC Update: USD bulls consolidate their positions SA
Published on 9 Nov 2018 at 11:11

Africa Viewpoint | SSA Corporate Bond Market | 09 November 2018
Published on 9 Nov 2018 at 08:10

Financial Markets

Morning Insight 12 December 2018 SA
Published on 12 Dec 2018 at 08:09

Africa Insight 12 December 2018
Published on 12 Dec 2018 at 07:46

Vanilla Auction: Renewed focus on fiscal risks sees SAGB interest slump SA
Published on 11 Dec 2018 at 12:11

Africa Insight 11 December 2018
Published on 11 Dec 2018 at 08:03

Morning Insight 11 December 2018 SA
Published on 11 Dec 2018 at 07:28

ETM Africa-China-India Weekly Insight: 10-14 December 2018
Published on 10 Dec 2018 at 12:21

Africa Insight 10 December 2018
Published on 10 Dec 2018 at 07:48

Morning Insight 10 December 2018 SA
Published on 10 Dec 2018 at 07:32

ILB Auction: ZAR weakness prompts modest recovery in ILB demand SA
Published on 7 Dec 2018 at 11:54

Africa Insight 07 December 2018
Published on 7 Dec 2018 at 08:18

Morning Insight 07 December 2018 SA
Published on 7 Dec 2018 at 07:25

Africa Insight 06 December 2018
Published on 6 Dec 2018 at 08:26

Morning Insight 06 December 2018 SA
Published on 6 Dec 2018 at 08:13

Africa Insight 05 December 2018
Published on 5 Dec 2018 at 08:04

Morning Insight 05 December 2018 SA
Published on 5 Dec 2018 at 07:35

Vanilla Auction: Constructive external developments buoy interest in SAGBs SA
Published on 4 Dec 2018 at 11:54

Africa Insight 04 December 2018
Published on 4 Dec 2018 at 08:08

Morning Insight 04 December 2018 SA
Published on 4 Dec 2018 at 07:38

ETM Africa-China-India Weekly Insight: 03-07 December 2018
Published on 3 Dec 2018 at 12:17

Africa Insight 03 December 2018
Published on 3 Dec 2018 at 08:25

Morning Insight 03 December 2018 SA
Published on 3 Dec 2018 at 07:39

ILB Auction: Overall demand slumps but NT still manages to place a full slate SA
Published on 30 Nov 2018 at 11:56

Africa Insight 30 November 2018
Published on 30 Nov 2018 at 07:57

Morning Insight 30 November 2018 SA
Published on 30 Nov 2018 at 07:28

Africa Insight 29 November 2018
Published on 29 Nov 2018 at 08:15

Morning Insight 29 November 2018 SA
Published on 29 Nov 2018 at 07:26

Africa Insight 28 November 2018
Published on 28 Nov 2018 at 08:04

Morning Insight 28 November 2018 SA
Published on 28 Nov 2018 at 07:33

Vanilla Auction: Demand for SAGBs dip as SARB pre-empts inflation risks SA
Published on 27 Nov 2018 at 12:13

Morning Insight 27 November 2018 SA
Published on 27 Nov 2018 at 07:26

Economics

ZA Data Review - Retail sector rebounds but growth likely to remain capped SA
Published on 12 Dec 2018 at 15:46

ZA Data Review - CPI rises for second month, but is expected to decelerate into year-end SA
Published on 12 Dec 2018 at 13:19

ZA Data Review - Manufacturing production rebounds but outlook still looks lacklustre SA
Published on 11 Dec 2018 at 16:02

ZA Data Review - Jump in platinum output bolsters recovery, but outlook remains grim SA
Published on 11 Dec 2018 at 15:46

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

ZA Data Review - Gross and net reserves stable as the SARB refrains from building reserves SA
Published on 7 Dec 2018 at 13:58

ZA Data Review Q3 2018: C/A deficit widens following a sharp spike in imports SA
Published on 6 Dec 2018 at 16:01

ZA Data Review - Base effects aid growth rebound in Q3 but outlook still subdued SA
Published on 4 Dec 2018 at 15:48

ZA Data Review - Vehicle sales growth at 10-month low as passenger car sales extend decline SA
Published on 3 Dec 2018 at 16:50

ZA Data Review - Absa PMI rebounds sharply but structural growth impediments still weighing SA
Published on 3 Dec 2018 at 13:45

Economic Calendar: Dec 03- 07 SA
Published on 30 Nov 2018 at 17:00

ZA Data Review - Decelerating PIT growth a concern for budget outlook SA
Published on 30 Nov 2018 at 16:41

ZA Data Review – Trade balance expected to swing back to surplus amidst oil price collapse SA
Published on 30 Nov 2018 at 15:42

ZA Data Review – Oil underpins PPI but inflation cycle expected to have peaked for now SA
Published on 29 Nov 2018 at 14:27

ZA Data Review - Tight monetary environment set to keep inflation under wraps in short-medium term SA
Published on 29 Nov 2018 at 11:06

Economic Calendar: Nov 26 - 30 SA
Published on 23 Nov 2018 at 17:00

ZA CB Review - SARB hikes for first time since 2016 to anchor inflation expectations SA
Published on 22 Nov 2018 at 16:36

ZA Data Review: Fuel price inflation pushes CPI higher, but no strong case to hike rates SA
Published on 21 Nov 2018 at 13:59

Economic Calendar: Nov 19 - 23 SA
Published on 16 Nov 2018 at 17:00

ZA Data Review - Retail sector likely made a positive contribution to Q3 GDP growth SA
Published on 14 Nov 2018 at 16:36

Economic Calendar: Nov 12 -16 SA
Published on 9 Nov 2018 at 15:21

ZA Data Review - Manufacturing output likely made a positive contribution to Q3 GDP SA
Published on 8 Nov 2018 at 16:22

ZA Data Review - Deterioration in mining production to exert drag on Q3 GDP reading SA
Published on 8 Nov 2018 at 14:49

ZA Data Review - Rebound in gold and matured FX swaps caps decline in SA's reserves SA
Published on 7 Nov 2018 at 13:33

Economic Calendar: Nov 05 - 09 SA
Published on 2 Nov 2018 at 17:00

ZA Data Review - Absa PMI reflects crippled economy, stressing need for structural reforms SA
Published on 1 Nov 2018 at 16:03

ZA Data Review – Households still reluctant to buy vehicles but corporate demand is improving SA
Published on 1 Nov 2018 at 15:58

ZA Data Review - Trade account unexpectedly swings into a deficit as imports surge SA
Published on 31 Oct 2018 at 17:08

ZA Data Review – Revenue growth holding up for now but weak growth remains a threat SA
Published on 30 Oct 2018 at 15:36

ZA Data Review - PSCE anchored despite household credit growth accelerating to 4.5-year high SA
Published on 29 Oct 2018 at 15:17