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Commodities

Softs Update |Today, USDA will release its World Agricultural Supply and Demand Estimates report SA
Published on 8 Dec 2023 at 08:37

Precious and Base Metals SA
Published on 8 Dec 2023 at 08:29

Softs Update | Sugar futures fall on fears that the Indian government could curb biofuel production SA
Published on 7 Dec 2023 at 08:49

Precious and Base Metals SA
Published on 7 Dec 2023 at 06:05

Softs Update | Wheat futures rise as China hunts for supply SA
Published on 6 Dec 2023 at 08:46

Softs Update | Wheat futures lowered this morning as Australia revises crop forecasts higher SA
Published on 5 Dec 2023 at 08:42

Precious and Base Metals SA
Published on 5 Dec 2023 at 06:22

Softs Update | Net short positioning underpins expectations for lower grain prices SA
Published on 4 Dec 2023 at 08:32

Precious and Base Metals SA
Published on 4 Dec 2023 at 08:21

Softs Update | Arabica coffee prices soar over 7.0% on reports of low ICE stocks SA
Published on 1 Dec 2023 at 09:21

Precious and Base Metals Update SA
Published on 1 Dec 2023 at 05:49

Precious and Base Metals update SA
Published on 30 Nov 2023 at 06:47

Softs Update | Wheat rises on signs of tighter supplies and improving demand SA
Published on 30 Nov 2023 at 06:46

Softs Update | Russia mulls new rules on grain exports even after bumper crops SA
Published on 29 Nov 2023 at 07:22

Precious and Base Metals update SA
Published on 29 Nov 2023 at 07:18

Precious and Base Metals update SA
Published on 28 Nov 2023 at 07:49

Softs Update | Grain is piling up and prices are falling fast SA
Published on 28 Nov 2023 at 06:50

Softs Update | Rains in Brazil sink soybean prices SA
Published on 27 Nov 2023 at 07:20

Precious and Base Metals update SA
Published on 27 Nov 2023 at 06:33

Softs Update | Grain production struggling to keep pace SA
Published on 24 Nov 2023 at 07:30

Precious and Base Metals update SA
Published on 24 Nov 2023 at 07:24

Softs Update | The end of the global tightening cycle is supporting demand for commodities SA
Published on 23 Nov 2023 at 06:54

Precious and Base Metals update SA
Published on 23 Nov 2023 at 06:47

Softs Update | Soybeans climb for the second day as traders weigh weakening dollar SA
Published on 22 Nov 2023 at 06:48

Precious and Base Metals update SA
Published on 22 Nov 2023 at 06:46

Softs Update | Corn and soybeans supported by concerns about adverse weather conditions in Brazil SA
Published on 21 Nov 2023 at 06:55

Precious and Base Metals update SA
Published on 21 Nov 2023 at 06:53

Precious and Base Metals update SA
Published on 20 Nov 2023 at 06:39

Softs Update | Grains closed in the red on Friday SA
Published on 20 Nov 2023 at 06:35

Precious and Base Metals update SA
Published on 17 Nov 2023 at 06:59

Financial Markets

Global Equity Update | Chinese and Hong Kong equities are down on weaker CPI data over the weekend SA
Published on 11 Dec 2023 at 08:22

Africa Morning Research
Published on 11 Dec 2023 at 06:20

US Opening Bell | Visual Round Up 8 December 2023 SA
Published on 8 Dec 2023 at 12:41

SA ILB Auction | 8 December 2023 SA
Published on 8 Dec 2023 at 12:25

Global Equity Update | BOJ rate hike expectations leads the Japanese Nikkei to fall SA
Published on 8 Dec 2023 at 08:36

Precious and Base Metals SA
Published on 8 Dec 2023 at 08:29

SA Morning Research SA
Published on 8 Dec 2023 at 08:26

Africa Morning Research
Published on 8 Dec 2023 at 08:02

US Opening Bell | Visual Round Up 7 December 2023 SA
Published on 7 Dec 2023 at 12:50

ZA Data - Q3 Current account balance SA
Published on 7 Dec 2023 at 12:04

ZA Data - 4Q BER consumer confidence SA
Published on 7 Dec 2023 at 10:45

ZA Data - Nov Net reserves SA
Published on 7 Dec 2023 at 08:47

Global Equity Update | Slump in oil prices pulls down energy stocks SA
Published on 7 Dec 2023 at 08:44

SA Morning Research SA
Published on 7 Dec 2023 at 08:21

Africa Morning Research
Published on 7 Dec 2023 at 06:37

Precious and Base Metals SA
Published on 7 Dec 2023 at 06:05

North/West Africa Weekly Report: 04 - 08 Dec 2023
Published on 6 Dec 2023 at 14:41

US Opening Bell | Visual Round Up 6 December 2023 SA
Published on 6 Dec 2023 at 12:00

Global Equity Update | Sentiment through the Asian session improves with news of US labour loosening SA
Published on 6 Dec 2023 at 08:42

SA Morning Research SA
Published on 6 Dec 2023 at 08:10

Precious and Base Metals SA
Published on 6 Dec 2023 at 07:36

Africa Morning Research
Published on 6 Dec 2023 at 06:48

US Opening Bell | Visual Round Up 5 December 2023 SA
Published on 5 Dec 2023 at 13:03

SA Vanilla Auction | 5 December 2023 SA
Published on 5 Dec 2023 at 12:48

ZA Data - 3Q GDP y/y nsa SA
Published on 5 Dec 2023 at 12:25

Global Equity Update | Markets dial back rate cut expectations leading rate sensitive equities lower SA
Published on 5 Dec 2023 at 08:39

SA Morning Research SA
Published on 5 Dec 2023 at 08:16

Africa Morning Research
Published on 5 Dec 2023 at 06:38

US Opening Bell | Visual Round Up 4 December 2023 SA
Published on 4 Dec 2023 at 12:08

US Opening Bell | Visual Round Up 4 December 2023 SA
Published on 4 Dec 2023 at 12:08

Corporate - Clarity

East Africa Weekly Report: 27 Nov - 01 Dec 2023
Published on 28 Nov 2023 at 14:23

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

Intelligence

ZAR FX Service | Trade Account Dissected SA
Published on 5 Dec 2023 at 16:23

FX Service | CFTC Weekly SA
Published on 30 Nov 2023 at 14:26

FX Service | Monthly FX Dashboard: November 2023 SA
Published on 3 Nov 2023 at 09:59

ETM FX Service | MTBPS Review: November 2023 SA
Published on 2 Nov 2023 at 09:59

FX Service | MTBPS Scenarios SA
Published on 27 Oct 2023 at 10:54

FX Service | CFTC Weekly SA
Published on 26 Oct 2023 at 13:56

FX Service | Viewpoint: Warring thoughts on Israel vs Hamas SA
Published on 19 Oct 2023 at 15:40

FX Service | Monthly Rates Outlook: October 2023 SA
Published on 13 Oct 2023 at 15:24

FX Service | Monthly FX Dashboard: October 2023 SA
Published on 6 Oct 2023 at 13:43

FX Service | SA Fiscal Viewpoint SA
Published on 29 Sep 2023 at 16:50

FX Service | CFTC Weekly SA
Published on 28 Sep 2023 at 14:14

Market Mover: Africa’s vulnerability to slowing Chinese growth SA
Published on 19 Sep 2023 at 14:10

FX Service | Monthly Rates Dashboard: September 2023 SA
Published on 15 Sep 2023 at 14:36

FX Service | CFTC Weekly SA
Published on 14 Sep 2023 at 12:58

ZAR FX Service | Monthly Dashboard of Key Indicators: Sep 2023 SA
Published on 8 Sep 2023 at 13:22

FX Service | CFTC Weekly SA
Published on 31 Aug 2023 at 14:35

FX Service | Unpacking SA's Trade Dynamics SA
Published on 29 Aug 2023 at 14:19

FX Service | CFTC Weekly SA
Published on 24 Aug 2023 at 10:25

Market Mover | China's Economic Struggles: Implications and Concerns SA
Published on 21 Aug 2023 at 15:11

FX Service | Yield spread compression undermining ZAR SA
Published on 18 Aug 2023 at 10:49

Market Mover | Global food insecurity rising SA
Published on 17 Aug 2023 at 11:58

FX Service | Monthly Rates Dashboard: August 2023 SA
Published on 11 Aug 2023 at 15:26

Market Mover | LATAM Central Banks Set the Stage for Monetary Policy Easing SA
Published on 7 Aug 2023 at 13:46

FX Service | Monthly FX Dashboard: August 2023 SA
Published on 4 Aug 2023 at 10:18

FX Service | CFTC Weekly SA
Published on 2 Aug 2023 at 13:09

ZAR Service | Understanding Central Bank Disparities SA
Published on 28 Jul 2023 at 13:37

FX Service | CFTC Weekly SA
Published on 18 Jul 2023 at 15:41

Monthly Rates Dashboard SA
Published on 14 Jul 2023 at 17:17

FX Service | CFTC Weekly SA
Published on 12 Jul 2023 at 14:29

FX Service | Monthly FX Dashboard: July 2023 SA
Published on 7 Jul 2023 at 13:38

Economics

Economic Calendar: 11-15 December 2023 SA
Published on 8 Dec 2023 at 17:00

ZA Data - Q3 Current account balance SA
Published on 7 Dec 2023 at 12:04

ZA Data - 4Q BER consumer confidence SA
Published on 7 Dec 2023 at 10:45

ZA Data - Nov Net reserves SA
Published on 7 Dec 2023 at 08:47

ZA Data - 3Q GDP y/y nsa SA
Published on 5 Dec 2023 at 12:25

ZA Data - November S&P Global South Africa PMI SA
Published on 5 Dec 2023 at 10:40

Economic Calendar: 04-08 December 2023 SA
Published on 1 Dec 2023 at 17:00

ZA Data - Nov Naamsa vehicle sales y/y SA
Published on 1 Dec 2023 at 16:19

ZA DATA - November ABSA PMI SA
Published on 1 Dec 2023 at 12:15

ZA Data - Oct Government budget balance (ZAR) SA
Published on 30 Nov 2023 at 14:59

ZA Data - Oct Trade Balance SA
Published on 30 Nov 2023 at 14:49

ZA Data - Oct PPI y/y SA
Published on 30 Nov 2023 at 12:12

ZA Data - Oct M3 money supply y/y SA
Published on 29 Nov 2023 at 08:59

Economic Calendar: 27 November - 1 December 2023 SA
Published on 24 Nov 2023 at 17:00

ZA CB Review - November 2023 SA
Published on 23 Nov 2023 at 16:56

ZA Data - October CPI y/y SA
Published on 22 Nov 2023 at 10:51

ZA Data - Q4 BER business confidence SA
Published on 21 Nov 2023 at 13:26

ZA DATA - September SARB Leading Indicator SA
Published on 21 Nov 2023 at 10:02

Economic Calendar: 20-24 November 2023 SA
Published on 17 Nov 2023 at 17:00

ZA Data - September Retail sales constant y/y SA
Published on 15 Nov 2023 at 13:47

ZA Data - Q3 Unemployment rate SA
Published on 14 Nov 2023 at 12:18

Economic Calendar: 13-17 November 2023 SA
Published on 10 Nov 2023 at 17:00

ZA Data – September Manufacturing Production SA
Published on 9 Nov 2023 at 13:39

ZA Data - Mining Production September SA
Published on 9 Nov 2023 at 12:22

ZA Data - Net reserves October SA
Published on 7 Nov 2023 at 09:11

Economic Calendar: 06-10 November 2023 SA
Published on 3 Nov 2023 at 17:00

ZA DATA: October S&P Global PMI SA
Published on 3 Nov 2023 at 11:18

ZA Data - Naamsa vehicle sales y/y Oct SA
Published on 1 Nov 2023 at 15:14

ZA Data - Trade balance September 2023 SA
Published on 31 Oct 2023 at 15:46

ZA Data - Government budget balance (ZAR) September 2023 SA
Published on 30 Oct 2023 at 14:51

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