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Commodities

Commodity Commentary Wrap | 5 December SA
Published on 5 Dec 2022 at 08:12

Oil Update | Prices rise as EU agrees on cap, OPEC+ keeps output cut SA
Published on 5 Dec 2022 at 08:10

Softs update | Food security is spurring grain storage plans in India SA
Published on 5 Dec 2022 at 07:56

Precious and Base Metals SA
Published on 5 Dec 2022 at 07:06

Oil Update | Best weekly gain since September looming SA
Published on 2 Dec 2022 at 08:09

Commodity Commentary Wrap | 2 December SA
Published on 2 Dec 2022 at 07:58

Softs update | Grain prices were lower yesterday SA
Published on 2 Dec 2022 at 07:54

Precious and Base Metals SA
Published on 2 Dec 2022 at 07:23

Oil Update | Oil rallies on dollar weakness SA
Published on 1 Dec 2022 at 08:12

Commodity Commentary Wrap | 1 December SA
Published on 1 Dec 2022 at 08:11

Softs update | Global supply chain pressure index returns to normal SA
Published on 1 Dec 2022 at 08:06

Precious and Base Metals SA
Published on 1 Dec 2022 at 07:34

Oil Update | Brent retreats from yesterday's highs on demand concerns SA
Published on 30 Nov 2022 at 08:05

Commodity Commentary Wrap | 30 November SA
Published on 30 Nov 2022 at 07:55

Softs update | Input prices are expected to start easing in 2023 SA
Published on 30 Nov 2022 at 07:51

Precious and Base Metals SA
Published on 30 Nov 2022 at 07:06

Oil Update | Crude rebounds with OPEC+ in focus SA
Published on 29 Nov 2022 at 08:07

Commodity Commentary Wrap | 29 November SA
Published on 29 Nov 2022 at 07:56

Softs update | Grain markets weakened on civil unrest in China SA
Published on 29 Nov 2022 at 07:53

Precious and Base Metals SA
Published on 29 Nov 2022 at 07:21

Market Mover | Freight rates update - November 2022 SA
Published on 28 Nov 2022 at 14:21

Oil Update | Prices plunge on China demand concerns SA
Published on 28 Nov 2022 at 08:03

Commodity Commentary Wrap | 28 November SA
Published on 28 Nov 2022 at 08:03

Softs update | New $150mn grain export plan launched to help vulnerable nations SA
Published on 28 Nov 2022 at 07:55

Precious and Base Metals SA
Published on 28 Nov 2022 at 06:57

Commodity Commentary Wrap | 25 November SA
Published on 25 Nov 2022 at 08:01

Softs update | California’s worsening drought conditions could impact US food supplies SA
Published on 25 Nov 2022 at 07:50

Oil Update | Prices remain pressured on demand outlook SA
Published on 25 Nov 2022 at 07:44

Precious and Base Metals SA
Published on 25 Nov 2022 at 07:10

Oil Update | Oil slides with price cap in focus SA
Published on 24 Nov 2022 at 07:59

Financial Markets

Visual round up | US Opening bell 5 December 2022 SA
Published on 5 Dec 2022 at 13:18

Southern Africa Weekly Report: 5 - 9 December 2022 SA
Published on 5 Dec 2022 at 10:54

ZA Data Watch - S&P Global South Africa PMI SA
Published on 5 Dec 2022 at 09:33

ZA Data Preview - S&P Global South Africa PMI SA
Published on 5 Dec 2022 at 08:36

Africa Insight 5 December 2022
Published on 5 Dec 2022 at 08:35

Global Equity update | Asian equities advanced on Monday as China eases virus measures SA
Published on 5 Dec 2022 at 08:25

ZA Fixed Income: 5 December 2022 SA
Published on 5 Dec 2022 at 08:09

Global Rates Update | Recession risk places a cap on yields SA
Published on 5 Dec 2022 at 08:08

ZAR Insight: 5 December 2022 SA
Published on 5 Dec 2022 at 08:07

Global FX Update | Dollar slide continues SA
Published on 5 Dec 2022 at 08:06

USD rebounds as hawkish bets re-emerge on stronger-than-expected jobs print SA
Published on 2 Dec 2022 at 15:48

Visual round up | US Opening bell 2 December 2022 SA
Published on 2 Dec 2022 at 13:32

ZAR recovers as speculation around Ramaphosa resignation subsides   SA
Published on 2 Dec 2022 at 13:07

ILB 2 December 2022 SA
Published on 2 Dec 2022 at 12:47

Global Equity update | US labour print will take the limelight heading into the weekend SA
Published on 2 Dec 2022 at 08:27

ETM ZAR FX and FI Insight SA
Published on 2 Dec 2022 at 08:13

ZAR Insight: 2 December 2022 SA
Published on 2 Dec 2022 at 08:10

Global Rates Update | UST yields slide on softer US inflation SA
Published on 2 Dec 2022 at 08:07

ZA Fixed Income: 2 December 2022
Published on 2 Dec 2022 at 08:06

Global FX Update | Dollar slump continues SA
Published on 2 Dec 2022 at 08:05

Africa Insight 2 December 2022
Published on 2 Dec 2022 at 07:42

Extreme hedging activity reflects degree of concern over Phala Phala revelations SA
Published on 1 Dec 2022 at 16:55

ZAR under the gun, testing key fibo retrace levels SA
Published on 1 Dec 2022 at 15:45

ZA Data Watch - Naamsa Vehicle Sales November SA
Published on 1 Dec 2022 at 15:19

Bonds pricing in rising fiscal risk SA
Published on 1 Dec 2022 at 15:04

Visual round up | US Opening bell 1 December 2022 SA
Published on 1 Dec 2022 at 12:53

ZA Data Watch - Absa Manufacturing PMI October SA
Published on 1 Dec 2022 at 11:35

ZA Data Preview - Absa Manufacturing PMI SA
Published on 1 Dec 2022 at 10:36

Global Equity update | Equities rally as Powell confirms slower rate hikes SA
Published on 1 Dec 2022 at 08:26

ETM ZAR FX and FI Insight SA
Published on 1 Dec 2022 at 08:19

Corporate - Clarity

Global Rates Update | Global yields surge on hawkish central banks SA
Published on 9 Sep 2022 at 08:00

Viewpoint_Global Central Bank Radar_ May 2022 SA
Published on 6 May 2022 at 14:33

CEE Monetary Policy Review - Oct 2021 SA
Published on 22 Oct 2021 at 16:02

EM Carry Trade Monitor - Aug 2021 SA
Published on 25 Aug 2021 at 15:05

EM Risk Radar: Feb 2021 SA
Published on 11 Feb 2021 at 12:12

EM Viewpoint: LATAM Central Bank Monitor - Dec 2020
Published on 11 Dec 2020 at 15:21

EM Viewpoint: COVID vs Fiscal Collapse - Oct 2020 SA
Published on 30 Oct 2020 at 13:54

EM Carry Trade Monitor - Oct 2020
Published on 16 Oct 2020 at 14:41

Libor Transition Update - Sept 2020 SA
Published on 29 Sep 2020 at 14:04

Global viewpoint: China in context SA
Published on 11 Sep 2020 at 12:45

EM FX TOOLS: MXN Resilience Assessment - Sept 2020
Published on 10 Sep 2020 at 10:44

EM Fiscal Risk Comparison - July 2020 SA
Published on 3 Aug 2020 at 15:38

Latam Bond Beta Risk Monitor - June 2020 SA
Published on 19 Jun 2020 at 10:11

EM Bond Beta Risk Monitor - May 2020 Update
Published on 25 May 2020 at 14:25

ETM Africa Viewpoint - GHS Fiscal Resilience
Published on 14 May 2020 at 14:36

EM FX TOOLS: RUBZAR comparison / correlation potential with oil - April 2020 SA
Published on 23 Apr 2020 at 12:04

EM TOOLS: Central Banks react to COVID-19
Published on 13 Mar 2020 at 11:38

EM Carry Trade Monitor - Feb 2020
Published on 19 Feb 2020 at 10:34

EM FX TOOLS: TRY Resilience Assessment - December 2019
Published on 11 Dec 2019 at 07:41

EM TOOLS: DM Fixed Income Snapshot | November 2019 SA
Published on 19 Nov 2019 at 15:38

EM FX TOOLS: RUB Resilience Assessment - Nov 2019
Published on 6 Nov 2019 at 15:28

EM FX TOOLS: ZAR Resilience Assessment - October 2019
Published on 22 Oct 2019 at 10:22

EM TOOLS | MXN Resilience assessment | October 2019
Published on 14 Oct 2019 at 11:29

EM FX TOOLS: BRL Resilience Assessment - September 2019
Published on 27 Sep 2019 at 12:26

EM Bond Beta Risk Monitor - August Update
Published on 16 Sep 2019 at 13:58

EM Volatility Digest: Risks mount as Business Cycle Matures
Published on 16 Sep 2019 at 13:51

EM Carry Trade Monitor - August
Published on 15 Sep 2019 at 10:05

EM Fundamental Comparision - July
Published on 15 Sep 2019 at 09:09

EM FX Monitor - July
Published on 14 Sep 2019 at 10:13

EM Risk Radar - June
Published on 14 Sep 2019 at 07:36

Intelligence

FX Service | Viewpoint: Ramaphosa and Rate hikes SA
Published on 2 Dec 2022 at 16:59

FX Service | CFTC Weekly SA
Published on 30 Nov 2022 at 14:40

Market Mover | Freight rates update - November 2022 SA
Published on 28 Nov 2022 at 14:21

FX Service | CFTC Weekly SA
Published on 22 Nov 2022 at 15:45

Market Mover | SA Credit Rating Preview - November 2022 SA
Published on 17 Nov 2022 at 15:23

FX Service | CFTC Weekly SA
Published on 16 Nov 2022 at 15:18

FX Service | Monthly FX Dashboard: Nov 2022 SA
Published on 11 Nov 2022 at 16:33

Market Mover_SA oil gas refining_November 2022 SA
Published on 9 Nov 2022 at 12:32

FX Service | CFTC Weekly SA
Published on 8 Nov 2022 at 14:05

FX Service | Viewpoint on ZAR carry: Nov 2022 SA
Published on 4 Nov 2022 at 16:45

MTBPS Review October 2022 SA
Published on 26 Oct 2022 at 17:01

Market Mover_Falling freight rates October 2022 SA
Published on 26 Oct 2022 at 12:48

FX Service | CFTC Weekly SA
Published on 26 Oct 2022 at 12:08

FX Service | Valuations: Oct 2022 SA
Published on 21 Oct 2022 at 14:09

FX Service: Summarised monthly roundup - Oct SA
Published on 20 Oct 2022 at 16:03

FX Service | CFTC Weekly SA
Published on 18 Oct 2022 at 15:15

FX Service | Monthly Rates Dashboard: Oct 2022 SA
Published on 14 Oct 2022 at 14:50

FX Service | CFTC Weekly SA
Published on 11 Oct 2022 at 15:14

FX Service | Monthly Dashboard Oct 2022 SA
Published on 7 Oct 2022 at 09:16

ETM Market Mover_Europe Socio-economic crisis SA
Published on 5 Oct 2022 at 15:03

FX Service | CFTC Weekly SA
Published on 4 Oct 2022 at 14:45

FX Service | Quarterly ZAR Risk Report SA
Published on 30 Sep 2022 at 09:47

FX Service | CFTC Weekly SA
Published on 27 Sep 2022 at 15:59

SARB Insight - September 2022 SA
Published on 22 Sep 2022 at 17:18

FX Service | CFTC Weekly SA
Published on 20 Sep 2022 at 14:50

SARB MPC Preview - September 2022 SA
Published on 20 Sep 2022 at 13:41

SA's need for foreign fuels to undermine the ZAR SA
Published on 13 Sep 2022 at 14:16

FX Service | CFTC Weekly SA
Published on 12 Sep 2022 at 16:53

FX Service | CFTC Weekly SA
Published on 6 Sep 2022 at 14:28

ETM Market Mover | An update of the African Continental Free Trade Agreement
Published on 5 Sep 2022 at 11:11

Economics

ZA Data Watch - S&P Global South Africa PMI SA
Published on 5 Dec 2022 at 09:33

Economic Calendar: 05 - 09 December SA
Published on 2 Dec 2022 at 17:00

ZA Data Watch - Naamsa Vehicle Sales November SA
Published on 1 Dec 2022 at 15:19

ZA Data Watch - Absa Manufacturing PMI October SA
Published on 1 Dec 2022 at 11:35

ZA Data Watch - Trade Balance October SA
Published on 30 Nov 2022 at 14:37

ZA Data Watch - Monthly Budget Balance Oct SA
Published on 30 Nov 2022 at 14:31

ZA Data Watch- SA Unemployment Q3 SA
Published on 29 Nov 2022 at 12:00

ZA Data Watch: M3 Money Supply & PSCE Oct SA
Published on 29 Nov 2022 at 08:32

Economic Calendar: 28 November - 02 December SA
Published on 25 Nov 2022 at 17:00

SARB MPC Review - November 2022 SA
Published on 24 Nov 2022 at 16:37

ZA Data Watch - PPI October SA
Published on 24 Nov 2022 at 11:52

ZA Data Watch - SA CPI October SA
Published on 23 Nov 2022 at 10:35

ZA Data Watch - Leading indicator September SA
Published on 22 Nov 2022 at 09:35

Economic Calendar: 21 - 25 November SA
Published on 18 Nov 2022 at 17:00

ZA Data - Retail Sales Sep SA
Published on 16 Nov 2022 at 13:28

Economic Calendar: 14 - 18 November SA
Published on 11 Nov 2022 at 17:00

ZA Data - Manufacturing Production Sep SA
Published on 10 Nov 2022 at 13:39

ZA Data Watch - The pace of contraction in the mining sector slows in September SA
Published on 10 Nov 2022 at 12:14

ZA Data Watch - Gross & Net Reserves Oct SA
Published on 7 Nov 2022 at 08:37

Economic Calendar: 07 - 11 November SA
Published on 4 Nov 2022 at 17:00

ZA Data Watch - October S&P Global South Africa PMI SA
Published on 3 Nov 2022 at 09:49

ZA Data - Naamsa Vehicle Sales Oct SA
Published on 1 Nov 2022 at 14:21

ZA Data - Absa Manufacturing PMI Oct SA
Published on 1 Nov 2022 at 11:36

ZA Data Watch - September Trade Balance SA
Published on 31 Oct 2022 at 14:35

ZA Data Watch - September M3 money supply and PSCE SA
Published on 31 Oct 2022 at 08:39

Economic Calendar: 31 October – 4 November SA
Published on 28 Oct 2022 at 17:00

ZA Data - Monthly Budget Balance Sep SA
Published on 28 Oct 2022 at 14:47

ZA Data Watch – September PPI slowed but by less than expected SA
Published on 27 Oct 2022 at 12:16

ZA Data - Leading Indicator Aug SA
Published on 25 Oct 2022 at 09:18

Economic Calendar: 24 – 28 October SA
Published on 21 Oct 2022 at 17:00

Consulting

Defining the risk of fuel price movements to the balance sheet SA
Published on 7 Jun 2022 at 13:44

Benchmark for Africa sales growth
Published on 6 Jun 2022 at 15:08

Benchmark for Africa sales growth
Published on 30 May 2022 at 13:32

ZAR Sentiment Indicator SA
Published on 25 May 2022 at 16:41

Carry Attractiveness Rankings SA
Published on 23 May 2022 at 12:16

Inflation Risk Index SA
Published on 18 May 2022 at 13:04

Carry Attractiveness Rankings SA
Published on 11 May 2022 at 15:37

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 28 Apr 2022 at 12:35

ZAR Sentiment Indicator SA
Published on 20 Apr 2022 at 14:43

ZSI Implied ZAR Levels SA
Published on 14 Apr 2022 at 14:32

ZAR Valuation Range SA
Published on 12 Apr 2022 at 12:42

Inflation Risk Index SA
Published on 24 Mar 2022 at 14:51

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 17 Mar 2022 at 12:42

ZAR Sentiment Indicator SA
Published on 15 Mar 2022 at 15:33

SA Fiscal Risk Heatmap SA
Published on 23 Feb 2022 at 13:04

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 17 Feb 2022 at 13:21

Carry Attractiveness Rankings SA
Published on 2 Feb 2022 at 13:55

SA Monetary Rectitude SA
Published on 25 Jan 2022 at 14:35

Resilience cross section comparison SA
Published on 21 Jan 2022 at 10:42

ZAR Sentiment Indicator SA
Published on 11 Jan 2022 at 13:56

ZAR Sentiment Indicator SA
Published on 7 Dec 2021 at 14:46

ZAR Sentiment Indicator SA
Published on 8 Nov 2021 at 16:42

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 26 Oct 2021 at 16:29

ZAR Sentiment Indicator SA
Published on 15 Oct 2021 at 16:23

Currency Resilience Rankings SA
Published on 8 Oct 2021 at 13:25

Carry Attractiveness Rankings SA
Published on 29 Sep 2021 at 13:47

ZAR Headline Resilience SA
Published on 7 Sep 2021 at 16:46

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 3 Sep 2021 at 16:49

ZAR Sentiment Indicator SA
Published on 27 Aug 2021 at 16:49

Carry Attractiveness Rankings SA
Published on 17 Aug 2021 at 17:11