1. 1
  2. 2
  3. 3

Intraday Comments

Mixed session for SAGBs and ZAR SA
Published on 23 Feb 2018 at 16:06

Mixed session for SAGBs and ZAR SA
Published on 23 Feb 2018 at 16:06

Fitch suggests budget reverses fiscal deterioration, cautions over SoE risk SA
Published on 23 Feb 2018 at 13:45

USD-ZAR heads back towards 11.6000 handle SA
Published on 23 Feb 2018 at 10:49

Ramaphosa factor evident in YTD portfolio flows SA
Published on 23 Feb 2018 at 10:28

Portfolio inflows reach 2013 peaks in Feb so far SA
Published on 23 Feb 2018 at 10:20

Weaker dollar and stock drawdown pushes oil price higher SA
Published on 23 Feb 2018 at 10:16

South Africa compares unfavourably to other EMs SA
Published on 23 Feb 2018 at 08:57

ZAR Fixed Income: S&P offers mild encouragement to National Treasury SA
Published on 23 Feb 2018 at 08:02

G4 Morning Commentary SA
Published on 23 Feb 2018 at 07:53

ZAR Insight: Markets now look to Ramaphosa to reform his cabinet and for ratings clues SA
Published on 23 Feb 2018 at 07:34

Major FX Technicals SA
Published on 23 Feb 2018 at 07:26

ZAR Technicals SA
Published on 23 Feb 2018 at 07:24

Potential cabinet reshuffle looms as ANC top body schedules meeting for Sunday SA
Published on 22 Feb 2018 at 16:07

S&P gives nod to budget, still has some concerns SA
Published on 22 Feb 2018 at 15:58

Gold testing near term key tech level as USD rebounds SA
Published on 22 Feb 2018 at 15:00

Treasury says ratings agencies applauded budget SA
Published on 22 Feb 2018 at 14:00

One last trick before Moody’s rating SA
Published on 22 Feb 2018 at 13:28

Dovish bias on FRA curve bolstered by CPI print SA
Published on 22 Feb 2018 at 11:00

Strong bull flattener bias on SAGB curve YTD SA
Published on 22 Feb 2018 at 09:30

Risk-off tone sees oil price slip despite drawback in US crude stock SA
Published on 22 Feb 2018 at 09:25

G4 Morning Commentary SA
Published on 22 Feb 2018 at 08:17

ZAR Fixed Income: Budget ultimately enhances fiscal fragility SA
Published on 22 Feb 2018 at 07:49

ZAR Technicals SA
Published on 22 Feb 2018 at 07:43

Major FX Technicals SA
Published on 22 Feb 2018 at 07:34

ZAR Insight: Market reaction belies poor quality of the budget SA
Published on 22 Feb 2018 at 07:30

Local FRAs received lower despite potential inflation concerns from budget SA
Published on 21 Feb 2018 at 16:01

Possible reasons for more positive market reaction SA
Published on 21 Feb 2018 at 15:34

SA market reaction belies the true quality of this budget…….it was poor SA
Published on 21 Feb 2018 at 15:13

Treasury improve budget deficit forecasts SA
Published on 21 Feb 2018 at 15:10

Viewpoints

CFTC Weekly: Short covering on USD materialises SA
Published on 19 Feb 2018 at 16:24

ETM ZAR Research: Ramaphosa's Challenge and Opportunity SA
Published on 16 Feb 2018 at 16:00

ETM Viewpoint | Brexit Update | 16 February 2018 SA
Published on 16 Feb 2018 at 10:21

Market Movers | South Africa Budget Preview | 15 February 2018 SA
Published on 15 Feb 2018 at 10:34

ETM Viewpoint | South Africa Rates Outlook | 14 February 2018 SA
Published on 14 Feb 2018 at 11:16

CFTC Weekly: FX Futures market still well net short USD SA
Published on 12 Feb 2018 at 16:57

CFTC Weekly: Futures market increasingly bearish on the USD SA
Published on 5 Feb 2018 at 17:02

SA’s record trade surplus sees ZAR tailwinds blow strong SA
Published on 2 Feb 2018 at 16:37

Market Movers | Eskom | 30 January 2018 SA
Published on 30 Jan 2018 at 09:44

CFTC Weekly: USD prospects looking increasingly bleak as speculators up short bets SA
Published on 29 Jan 2018 at 16:05

CFTC Weekly: USD cant catch a break in the futures market as net shorts rise further SA
Published on 22 Jan 2018 at 16:53

ETM ZAR Research: SARB decision ensures that ZAR Resilience is enhanced SA
Published on 19 Jan 2018 at 15:05

Market Movers | BoJ January MPC Preview | 19 January 2018 SA
Published on 19 Jan 2018 at 12:56

CFTC Weekly: USD bulls under pressure amid mixed data SA
Published on 15 Jan 2018 at 17:14

ZAR 6-12m View: ZSI still hints at more ZAR strength SA
Published on 12 Jan 2018 at 15:08

Market Movers | Political & Economic Event Risks | 12 January 2018 SA
Published on 12 Jan 2018 at 08:40

CFTC Weekly: USD kicks of 2018 in grips of bears SA
Published on 8 Jan 2018 at 14:44

ETM ZAR Research: Weekly Technical Update - Sentiment Matrix points to a loss of downside momentum SA
Published on 8 Jan 2018 at 11:25

CFTC Weekly: Fed rate hike can't stop increase in USD shorting interest SA
Published on 18 Dec 2017 at 14:42

ZAR Service: ANC Elective Conference Preview SA
Published on 11 Dec 2017 at 15:11

CFTC Weekly: Futures market looks to up its short USD positions SA
Published on 11 Dec 2017 at 14:48

CFTC Weekly: Inflation doubts keep USD in clutches of bears SA
Published on 4 Dec 2017 at 15:37

ZAR Service: Carry Attractiveness Ramps Higher to lend support to ZAR SA
Published on 1 Dec 2017 at 15:09

CFTC Weekly: Futures market halts USD short covering SA
Published on 28 Nov 2017 at 16:13

Market Movers | Credit Ratings vs Index Expulsion | 28 November 2017 SA
Published on 28 Nov 2017 at 10:10

ETM ZAR Research - Ratings, the WGBI and the ZAR: Risks are asymmetric SA
Published on 23 Nov 2017 at 17:08

Market Movers | SARB Preview | 21 November 2017 SA
Published on 21 Nov 2017 at 15:20

Market Movers | Credit Ratings Preview | 21 November 2017 SA
Published on 21 Nov 2017 at 12:05

CFTC Weekly: Slide in USD shorts loses some momentum SA
Published on 20 Nov 2017 at 17:13

ETM ZAR Research: Risk Monitor - Politics, SARB and Ratings to Dominate SA
Published on 17 Nov 2017 at 14:37

Financial Markets

Treasury holds first switch auction of 2018 SA
Published on 23 Feb 2018 at 15:04

ILB interest cools following softer inflation data SA
Published on 23 Feb 2018 at 12:17

Morning Insight 23 February 2018 SA
Published on 23 Feb 2018 at 07:37

Morning Insight 22 February 2018 SA
Published on 22 Feb 2018 at 07:58

Morning Insight 21 February 2018 SA
Published on 21 Feb 2018 at 07:55

Leadership change sparks big uptick in SAGB bidding interest SA
Published on 20 Feb 2018 at 12:01

Morning insight 20 February 2018 SA
Published on 20 Feb 2018 at 08:13

Morning Insight 19 February 2018 SA
Published on 19 Feb 2018 at 07:48

ILB interest lifts as domestic economic prospects brighten SA
Published on 16 Feb 2018 at 11:47

Morning Insight 16 February 2018 SA
Published on 16 Feb 2018 at 07:42

Morning Insight 15 February 2018 SA
Published on 15 Feb 2018 at 07:52

Morning Insight 14 February 2018 SA
Published on 14 Feb 2018 at 07:35

SAGBs well bid despite uncertain political backdrop SA
Published on 13 Feb 2018 at 12:16

Morning Insight 13 February 2018 SA
Published on 13 Feb 2018 at 07:53

Morning Insight 12 February 2018 SA
Published on 12 Feb 2018 at 09:04

ILB interest picks up but overall appetite remains modest SA
Published on 9 Feb 2018 at 12:15

Morning Insight 09 February 2018 SA
Published on 9 Feb 2018 at 07:36

Morning Insight 08 February 2018 SA
Published on 8 Feb 2018 at 08:04

Morning Insight 07 February 2018 SA
Published on 7 Feb 2018 at 07:39

Business as usual as duration-heavy slate well-subscribed SA
Published on 6 Feb 2018 at 11:55

Morning Insight SA
Published on 6 Feb 2018 at 08:15

Morning Insight 05 February 2018 SA
Published on 5 Feb 2018 at 07:53

Supportive FX fundamentals weigh on interest in ILBs SA
Published on 2 Feb 2018 at 12:16

Morning Insight 02 February 2018 SA
Published on 2 Feb 2018 at 07:59

Morning Insight 01 February 2018 SA
Published on 1 Feb 2018 at 07:55

Morning Insight 31 January 2018 SA
Published on 31 Jan 2018 at 07:59

Market shows little fuss as full slate placed at vanilla auction SA
Published on 30 Jan 2018 at 12:05

Morning Insight 30January 2018 SA
Published on 30 Jan 2018 at 08:03

Morning Insight 29 January 2018 SA
Published on 29 Jan 2018 at 08:03

Demand for Inflation protection slumps following muted inflation SA
Published on 26 Jan 2018 at 12:11

Economics

Economic Calendar: Feb 26 - Mar 02 SA
Published on 23 Feb 2018 at 17:00

ZA Budget Review – 2018 budget brings cold comfort as vulnerabilities increase SA
Published on 21 Feb 2018 at 17:16

ZA Data Review – Persistent decline in core inflation hints at scope for rate cuts SA
Published on 21 Feb 2018 at 11:44

ZA Data Watch – SARB’s leading indicator dips in Dec to three-month low of 104.6 SA
Published on 20 Feb 2018 at 09:17

Economic Calendar: Feb 19-23 SA
Published on 19 Feb 2018 at 10:00

Economic Calendar: Feb 12-16 SA
Published on 16 Feb 2018 at 07:25

ZA Data Review – Consumption capacity being bolstered by disinflationary pressures SA
Published on 14 Feb 2018 at 15:05

ZA Data Review – Despite recovery, output contracts for first time in eight years in 2017 SA
Published on 8 Feb 2018 at 16:00

ZA Data Review – Commodity revival boosts output, but structural hindrances remain SA
Published on 8 Feb 2018 at 14:26

ZA Data Review – Net reserves at near three and a half year high on greater forward position SA
Published on 7 Feb 2018 at 11:28

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

ZA Data Review – Vehicle sector starts 2018 on a weak footing amidst subdued credit appetite SA
Published on 1 Feb 2018 at 16:43

ZA Data Review – Ramaphosa-effect visible in PMI data, yet policy reform still needed SA
Published on 1 Feb 2018 at 12:21

ZA Data Review – South Africa records record surplus in 2017 on robust exports SA
Published on 31 Jan 2018 at 15:16

ZA Data Watch – Consumer morale improves slightly in Q4, nonetheless still remaining very weak SA
Published on 31 Jan 2018 at 09:18

ZA Data Review – Non-tax revenue bolsters income, expenditure still stubbornly robust SA
Published on 30 Jan 2018 at 15:16

ZA Data Review – Monetary environment remains restrictive relative to historical growth rates SA
Published on 30 Jan 2018 at 13:03

Economic Calendar: Jan 29-Feb 02 SA
Published on 26 Jan 2018 at 17:00

ZA Data Review – PPI softens notably in 2017 as ZAR strength dampens price pressures SA
Published on 25 Jan 2018 at 13:37

ZA Data Review – Fuel price hikes buoy headline CPI, core inflation continues to soften SA
Published on 24 Jan 2018 at 12:02

ZA Data Watch – SARB’s leading indicator holds steady at 105.4 in November SA
Published on 23 Jan 2018 at 09:20

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

ZA CB Review – January MPC: Cautious SARB misses out on opportunity to lower rates SA
Published on 18 Jan 2018 at 17:29

ZA Data Review – Retail sector presumably bolstered by Black Friday sales SA
Published on 17 Jan 2018 at 16:59

ZA Data Review – Mining sector benefits from higher commodity prices and global economic upswing SA
Published on 16 Jan 2018 at 15:50

ZA Data Review – Manufacturing activity remains weak, limiting employment prospects SA
Published on 12 Jan 2018 at 14:05

Economic Calendar: Jan 15-19 SA
Published on 12 Jan 2018 at 13:52

ZA Data Review – Swift policy reforms required to improve outlook for key sectors SA
Published on 11 Jan 2018 at 16:28

ZA Data Watch – SACCI BCI climbs to 11-month high of 96.4 in December SA
Published on 10 Jan 2018 at 11:53

ZA Data Review – Vehicle sector loses resilience in December, but remains in a better condition relative to prior years SA
Published on 9 Jan 2018 at 17:30