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Commodities

Commodity Commentary Wrap | 30 September SA
Published on 30 Sep 2022 at 08:02

Oil Update | Oil heads for first quarterly loss since 2020 SA
Published on 30 Sep 2022 at 07:59

Edible oils have been underperforming SA
Published on 30 Sep 2022 at 07:56

Precious and Base Metals SA
Published on 30 Sep 2022 at 07:03

Commodity Commentary Wrap | 29 September SA
Published on 29 Sep 2022 at 08:05

Oil Update | Oil rises as US inventories drop SA
Published on 29 Sep 2022 at 08:01

Staple food prices in Africa have risen by 24% over the past two years SA
Published on 29 Sep 2022 at 07:59

Precious and Base Metals SA
Published on 29 Sep 2022 at 07:25

Oil Update | Surging dollar keeps oil under pressure SA
Published on 28 Sep 2022 at 08:01

Commodity Commentary Wrap | 28 September SA
Published on 28 Sep 2022 at 07:54

Concerns about the Russia Ukraine war push up wheat prices SA
Published on 28 Sep 2022 at 07:52

Precious and Base Metals SA
Published on 28 Sep 2022 at 07:18

Oil Update | Oil stabilizes after near 8% sell-off SA
Published on 27 Sep 2022 at 08:33

Commodity Commentary Wrap | 27 September SA
Published on 27 Sep 2022 at 08:18

Strong dollar is weighing on commodity's performance SA
Published on 27 Sep 2022 at 08:06

Precious and Base Metals SA
Published on 27 Sep 2022 at 07:17

Oil Update | Crude under pressure as dollar surges SA
Published on 26 Sep 2022 at 07:55

Commodity Commentary Wrap | 26 September SA
Published on 26 Sep 2022 at 07:54

Brazil and the US expecting a healthy supply of fertilizer compared to last year, easing price press SA
Published on 26 Sep 2022 at 07:50

Precious and Base Metals SA
Published on 26 Sep 2022 at 07:14

Commodity Commentary Wrap | 23 September SA
Published on 23 Sep 2022 at 07:57

Oil Update | Oil heading for fourth-straight weekly loss SA
Published on 23 Sep 2022 at 07:52

Wheat rises to two-month high SA
Published on 23 Sep 2022 at 07:50

Precious and Base Metals SA
Published on 23 Sep 2022 at 07:14

Grain markets mixed, with wheat higher and corn lower SA
Published on 22 Sep 2022 at 08:14

Commodity Commentary Wrap | 22 September SA
Published on 22 Sep 2022 at 08:11

Oil Update | Oil pressured by mounting growth risks SA
Published on 22 Sep 2022 at 08:04

Precious and Base Metals SA
Published on 22 Sep 2022 at 06:53

Soybeans near three-week low on supply outlook; wheat, corn slip SA
Published on 21 Sep 2022 at 08:19

Commodity Commentary Wrap | 21 September SA
Published on 21 Sep 2022 at 08:18

Financial Markets

ZA Data Preview - August Trade Balance SA
Published on 30 Sep 2022 at 13:42

ZA Data Preview - August Monthly Budget Balance SA
Published on 30 Sep 2022 at 13:33

Visual round up | US Opening bell 30 September 2022 SA
Published on 30 Sep 2022 at 13:08

ILB 30 September 2022 SA
Published on 30 Sep 2022 at 12:11

Global Equity update | Equities resume their losses as global recession fears mount SA
Published on 30 Sep 2022 at 08:32

ETM ZAR FI and FX Insight SA
Published on 30 Sep 2022 at 08:25

ZAR Insight: 30 September 2022 SA
Published on 30 Sep 2022 at 08:15

ZA Fixed Income: 30 September 2022 SA
Published on 30 Sep 2022 at 08:11

Global Rates Update | Yields resume ascent with volatility rising SA
Published on 30 Sep 2022 at 07:58

Global FX Update | Currency interventions pause dollar rally SA
Published on 30 Sep 2022 at 07:57

Africa Insight 30 September 2022
Published on 30 Sep 2022 at 07:19

Visual round up | US Opening bell 29 September 2022 SA
Published on 29 Sep 2022 at 13:09

ZA Data - PPI y/y Aug SA
Published on 29 Sep 2022 at 12:15

ZA Data Preview - PPI y/y Aug SA
Published on 29 Sep 2022 at 10:57

Global Equity update | The boost in risk appetite could be short-lived as market fears persist. SA
Published on 29 Sep 2022 at 08:37

ETM ZAR FX and FI Insight SA
Published on 29 Sep 2022 at 08:30

ZAR Insight: 29 September 2022 SA
Published on 29 Sep 2022 at 08:11

ZA Fixed Income: 29 September 2022 SA
Published on 29 Sep 2022 at 08:09

Global Rates Update | UST yields rebound after yesterday's declines SA
Published on 29 Sep 2022 at 08:00

Global FX Update | BoE-provided risk-on proves fleeting SA
Published on 29 Sep 2022 at 07:58

ZA DATA Preview SA
Published on 29 Sep 2022 at 07:38

Africa Insight 29 September 2022
Published on 29 Sep 2022 at 07:11

West/North Africa Weekly Report: 26 - 30 September 2022
Published on 28 Sep 2022 at 14:39

Visual round up | US Opening bell 28 September 2022 SA
Published on 28 Sep 2022 at 12:32

Global Equity update | Equities resume their losses due to hawkish US Fed rhetoric and energy risks SA
Published on 28 Sep 2022 at 08:24

ETM ZAR FX and FI Insight SA
Published on 28 Sep 2022 at 08:19

ZAR Insight: 28 September 2022 SA
Published on 28 Sep 2022 at 08:02

ZA Fixed Income: 28 September 2022 SA
Published on 28 Sep 2022 at 08:00

Global Rates Update | Selling continues for global bonds SA
Published on 28 Sep 2022 at 08:00

Global FX Update | Dollar surge continues SA
Published on 28 Sep 2022 at 07:58

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 | 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

FX Service: Summarised monthly roundup - Aug SA
Published on 1 Sep 2022 at 17:21

FX Service | CFTC Weekly SA
Published on 31 Aug 2022 at 12:59

ZAR Service Viewpoint | Global recession bells are ringing loudly SA
Published on 26 Aug 2022 at 14:23

Market Mover_FRA market still pricing in aggressive rate hikes_August 2022 SA
Published on 23 Aug 2022 at 16:07

FX Service | CFTC Weekly SA
Published on 23 Aug 2022 at 14:53

Fuel Hedging Outlook | August 2022 SA
Published on 22 Aug 2022 at 14:56

FX Service | Monthly Rates Dashboard: Aug SA
Published on 19 Aug 2022 at 15:33

FI Strategy - Where to from here for Ghanaian bonds? SA
Published on 18 Aug 2022 at 10:07

FI Strategy - Are Egyptian bonds still attractive? SA
Published on 18 Aug 2022 at 10:03

FX Service | CFTC Weekly SA
Published on 16 Aug 2022 at 16:09

FX Service | Monthly ZAR indicators: August 2022 SA
Published on 12 Aug 2022 at 14:16

What a global economic slowdown could mean for Africa_August 2022 SA
Published on 10 Aug 2022 at 10:55

FX Service: ZAR Sentiment update - Aug 2022 SA
Published on 5 Aug 2022 at 14:57

ETM Kenya Election Preview_August 2022
Published on 4 Aug 2022 at 12:12

FX Service | CFTC Weekly SA
Published on 2 Aug 2022 at 16:01

July SARB MPC Review 2022 SA
Published on 21 Jul 2022 at 17:34

SARB MPC Preview | July 2022 SA
Published on 20 Jul 2022 at 12:47

FX Service | CFTC Weekly SA
Published on 19 Jul 2022 at 15:43

FX Service | CFTC Weekly SA
Published on 12 Jul 2022 at 15:57

FX Service | Monthly ZAR indicators: July 2022 SA
Published on 8 Jul 2022 at 16:04

Africa_Currency outlook_ July 2022 SA
Published on 6 Jul 2022 at 12:52

Economics

Economic Calendar: 3 – 7 October SA
Published on 30 Sep 2022 at 17:00

ZA Data – August Trade Balance SA
Published on 30 Sep 2022 at 14:51

ZA Data - August Monthly Budget Data SA
Published on 30 Sep 2022 at 14:31

ZA Data - PPI y/y Aug SA
Published on 29 Sep 2022 at 12:15

ZA Data – August M3 money supply and PSCE SA
Published on 29 Sep 2022 at 09:04

ZA Data - Non-farm payrolls Q2 SA
Published on 27 Sep 2022 at 11:59

Economic Calendar: 26 – 30 September SA
Published on 23 Sep 2022 at 17:00

ZA Data - August CPI SA
Published on 21 Sep 2022 at 10:32

ZA Data - Leading Indicator July SA
Published on 20 Sep 2022 at 09:23

Economic Calendar: 19 – 23 September SA
Published on 16 Sep 2022 at 17:00

ZA Data - July Retail Sales SA
Published on 14 Sep 2022 at 13:26

ZA Data - July Mining Production SA
Published on 13 Sep 2022 at 12:13

Economic Calendar: 12 – 16 September SA
Published on 9 Sep 2022 at 17:00

ZA Data – July Manufacturing Production SA
Published on 8 Sep 2022 at 13:35

ZA Data - Q2 Current Account SA
Published on 8 Sep 2022 at 11:40

ZA Data - Q3 BER consumer confidence SA
Published on 8 Sep 2022 at 10:43

ZA Data – Q3 BER Business Confidence index SA
Published on 7 Sep 2022 at 12:46

ZA Data – August Gross & Net Reserves SA
Published on 7 Sep 2022 at 08:53

ZA Data – Q2 GDP SA
Published on 6 Sep 2022 at 12:21

ZA Data Watch - August S&P South Africa Global PMI SA
Published on 5 Sep 2022 at 09:48

Economic Calendar: 05 – 09 September SA
Published on 3 Sep 2022 at 17:00

ZA Data - August Naamsa vehicle sales SA
Published on 1 Sep 2022 at 13:53

ZA Data - May Absa manufacturing PMI SA
Published on 1 Sep 2022 at 11:39

ZA Data - July Trade SA
Published on 31 Aug 2022 at 14:28

ZA Data - July Budget Balance SA
Published on 30 Aug 2022 at 14:44

ZA Data – July M3 money supply & PSCE SA
Published on 30 Aug 2022 at 08:40

Economic Calendar: 29 August - 2 September 2022 SA
Published on 26 Aug 2022 at 17:00

ZA Data - July PPI SA
Published on 25 Aug 2022 at 12:16

ZA Data Watch - CPI Y/Y July SA
Published on 24 Aug 2022 at 10:43

ZA Data Watch - SA’s jobless rate improved in Q2 but headwinds remain SA
Published on 23 Aug 2022 at 12:15

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