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Clarity

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

EM Monetary Prudence Comparison
Published on 14 Sep 2019 at 06:39

Intraday Comments

Global FX Update | DXY returns back above the 100.00 handle SA
Published on 9 Apr 2020 at 09:15

Sub-Saharan Africa set to record its first recession in more than two decades – World Bank SA
Published on 9 Apr 2020 at 09:06

Global Equity Update | Equities mixed ahead of long weekend SA
Published on 9 Apr 2020 at 08:53

G4 Morning Commentary SA
Published on 9 Apr 2020 at 08:34

Oil - all eyes on Russia and Saudi SA
Published on 9 Apr 2020 at 08:21

ZA Fixed Income: 9 April SA
Published on 9 Apr 2020 at 08:01

ZAR Insight: 9 April SA
Published on 9 Apr 2020 at 07:58

Precious and Base Metals Update SA
Published on 9 Apr 2020 at 06:36

ZAR Technicals SA
Published on 9 Apr 2020 at 06:30

US Newsflow: Sanders steps aside, FOMC minutes released SA
Published on 8 Apr 2020 at 20:14

SARB buying of bonds limited SA
Published on 8 Apr 2020 at 16:48

Eskom bond yields pull back after investor call, but caution still warranted SA
Published on 8 Apr 2020 at 14:11

Options market appears to be pulling back bearish bets on EM FX, cautious stance still advised
Published on 8 Apr 2020 at 14:03

EM carry trade returns index bounces off a more than 10-year low  SA
Published on 8 Apr 2020 at 12:11

ZA DATA - March SACCI BCI SA
Published on 8 Apr 2020 at 12:07

President Cyril Ramaphosa reprimands Minister SA
Published on 8 Apr 2020 at 12:06

JSE all-share looking set to snap 2-day rally SA
Published on 8 Apr 2020 at 10:36

Premium on SA’s cost of borrowing abroad moderates further SA
Published on 8 Apr 2020 at 10:18

Global FX Update | USD rebounds slightly but the lockdown impact continues to weigh SA
Published on 8 Apr 2020 at 09:00

Irrespective of the efficacy of the lockdown, SA needs to get back to work SA
Published on 8 Apr 2020 at 09:00

Global Equity Update | Concerns over further downside for global stocks remain SA
Published on 8 Apr 2020 at 08:48

Brent crude firms as optimism over a potential Russia and Saudi deal rises SA
Published on 8 Apr 2020 at 08:33

G4 Morning Commentary SA
Published on 8 Apr 2020 at 08:18

ZAR Insight: 8 April 2020 SA
Published on 8 Apr 2020 at 07:51

ZA Fixed Income: 8 April 2020 SA
Published on 8 Apr 2020 at 07:34

ZAR Technicals SA
Published on 8 Apr 2020 at 06:48

Precious and Base Metals Update SA
Published on 8 Apr 2020 at 06:41

Commodities broadly trading with a bullish tilt as risk aversion continues to deteriorate SA
Published on 7 Apr 2020 at 16:41

Africa could lose up to 30% of fiscal revenue due to the coronavirus pandemic – Africa Union SA
Published on 7 Apr 2020 at 16:32

Risk-on dampens demand for USTs SA
Published on 7 Apr 2020 at 15:23

Viewpoints

ETM Tech Report EUR-USD SA
Published on 7 Apr 2020 at 08:40

FX Service | Weekly Techs USD-ZAR SA
Published on 6 Apr 2020 at 17:43

ETM Tech Report: DXY SA
Published on 4 Apr 2020 at 10:35

FX Service | ZAR Monthly Dashboard: March 2020 SA
Published on 3 Apr 2020 at 11:52

FX Service | Weekly CFTC SA
Published on 2 Apr 2020 at 15:41

ETM Tech Report EUR-USD SA
Published on 31 Mar 2020 at 08:42

FX Service | Weekly Techs USD-ZAR SA
Published on 30 Mar 2020 at 17:45

FX Service | Viewpoint: 30 Mar 2020 SA
Published on 30 Mar 2020 at 16:21

ETM Tech Report: DXY SA
Published on 28 Mar 2020 at 11:35

FX Service | ZAR valuation: Mar 2020 SA
Published on 27 Mar 2020 at 16:07

FX Service | Weekly CFTC SA
Published on 26 Mar 2020 at 16:00

Moody's Preview - March SA
Published on 26 Mar 2020 at 09:21

ETM Tech Report EUR-USD SA
Published on 24 Mar 2020 at 08:13

FX Service | Weekly Techs USD-ZAR SA
Published on 23 Mar 2020 at 18:06

ETM Tech Report: DXY SA
Published on 21 Mar 2020 at 08:58

FX Service: ZAR Sentiment : 20 March 2020 SA
Published on 20 Mar 2020 at 15:17

FX Service | Weekly CFTC SA
Published on 19 Mar 2020 at 10:24

SARB MPC Preview March SA
Published on 17 Mar 2020 at 16:38

ETM Tech Report EUR-USD SA
Published on 17 Mar 2020 at 09:05

FX Service | Weekly Techs USD-ZAR SA
Published on 16 Mar 2020 at 17:58

SSA Fiscal Landscape
Published on 16 Mar 2020 at 16:53

ETM Tech Report: DXY SA
Published on 14 Mar 2020 at 10:48

FX Service | Viewpoint: 13 Mar 2020 SA
Published on 13 Mar 2020 at 15:48

ETM Tech Report EUR-USD SA
Published on 10 Mar 2020 at 08:53

FX Service | Weekly Techs USD-ZAR SA
Published on 9 Mar 2020 at 18:04

ETM Tech Report: DXY SA
Published on 7 Mar 2020 at 15:48

FX Service | ZAR Risk Monitor: Q1 2020 SA
Published on 6 Mar 2020 at 14:53

FX Service | Weekly CFTC SA
Published on 3 Mar 2020 at 13:43

ETM Tech Report EUR-USD SA
Published on 3 Mar 2020 at 07:33

FX Service | Weekly Techs USD-ZAR SA
Published on 2 Mar 2020 at 18:19

Financial Markets

Africa Insight 9 April 2020
Published on 9 Apr 2020 at 08:11

Morning Insight 09 April 2020 SA
Published on 9 Apr 2020 at 07:50

Africa Insight 8 April 2020
Published on 8 Apr 2020 at 08:05

Morning Insight 08 April 2020 SA
Published on 8 Apr 2020 at 07:49

Vanilla Auction: 7 April 2020 SA
Published on 7 Apr 2020 at 12:14

Morning Insight 07 April 2020 SA
Published on 7 Apr 2020 at 08:07

Africa Insight 7 April 2020
Published on 7 Apr 2020 at 07:54

ETM Africa Weekly Snapshot: 6-10-April 2020
Published on 6 Apr 2020 at 14:32

Africa Insight 6 April 2020
Published on 6 Apr 2020 at 08:25

Morning Insight 06 April 2020 SA
Published on 6 Apr 2020 at 08:01

ILB Auction 3 April SA
Published on 3 Apr 2020 at 13:35

Africa Insight 3 April 2020
Published on 3 Apr 2020 at 07:51

Morning Insight 03 April 2020 SA
Published on 3 Apr 2020 at 07:24

Africa Insight 2 April 2020
Published on 2 Apr 2020 at 07:57

Morning Insight 02 April 2020 SA
Published on 2 Apr 2020 at 07:44

Morning Insight 01 April 2020 SA
Published on 1 Apr 2020 at 08:28

Brent crude gaps more than !4% higher at the Asian open SA
Published on 1 Apr 2020 at 07:55

Africa Insight 1 April 2020
Published on 1 Apr 2020 at 07:29

Vanilla Auction: 31 March 2020 SA
Published on 31 Mar 2020 at 12:27

Morning Insight 31 March 2020 SA
Published on 31 Mar 2020 at 08:14

Africa Insight 31 March 2020
Published on 31 Mar 2020 at 08:14

ETM Africa Weekly Snapshot: 30 March - 3 April 2020
Published on 30 Mar 2020 at 15:02

Morning Insight 30 March 2020 SA
Published on 30 Mar 2020 at 08:25

Africa Insight 30 March 2020
Published on 30 Mar 2020 at 08:22

ILB Auction 27 March SA
Published on 27 Mar 2020 at 14:00

Oil faces a fresh wave of selling pressure after US ditches plan to bolster its crude reserves SA
Published on 27 Mar 2020 at 08:41

Morning Insight 27 March 2020 SA
Published on 27 Mar 2020 at 08:18

Africa Insight 27 March 2020
Published on 27 Mar 2020 at 08:11

Morning Insight 26 March 2020 SA
Published on 26 Mar 2020 at 07:55

Africa Insight 26 March 2020
Published on 26 Mar 2020 at 07:51

Economics

ZA DATA - March SACCI BCI SA
Published on 8 Apr 2020 at 12:07

ZA DATA - March Gross and net reserves SA
Published on 7 Apr 2020 at 08:46

Economic Calendar: Apr 06 - 10 SA
Published on 3 Apr 2020 at 17:00

ZA Data Watch - March Standard Bank PMI SA
Published on 3 Apr 2020 at 09:44

ZA Data - March Vehicle Sales SA
Published on 1 Apr 2020 at 14:54

ZA Data Watch - March Absa Manufacturing PMI SA
Published on 1 Apr 2020 at 11:42

ZA Data - Trade balance February SA
Published on 31 Mar 2020 at 14:18

Economic Calendar: Mar 30 - Apr 03 SA
Published on 27 Mar 2020 at 12:23

Economic Calendar: Mar 23 - 27 SA
Published on 20 Mar 2020 at 17:00

SARB Review: Rates slashed by a full percentage point as economy expected to shrink SA
Published on 19 Mar 2020 at 16:49

Economic Calendar: Mar 16 - 20 SA
Published on 13 Mar 2020 at 17:00

Economic Calendar: Mar 09 - 13 SA
Published on 6 Mar 2020 at 17:00

Economic Calendar: Mar 02 - 06 SA
Published on 28 Feb 2020 at 17:00

Economic Calendar: Feb 24 - 28 SA
Published on 21 Feb 2020 at 17:00

Economic Calendar: Feb 17 - 21 SA
Published on 14 Feb 2020 at 17:00

Economic Calendar: Feb 10 - 14 SA
Published on 7 Feb 2020 at 17:00

Economic Calendar: Feb 03 - 07 SA
Published on 31 Jan 2020 at 17:00

Economic Calendar: Jan 27 - 31 SA
Published on 24 Jan 2020 at 17:00

Economic Calendar: Jan 20 - 24 SA
Published on 17 Jan 2020 at 17:00

SARB MPC Review January SA
Published on 16 Jan 2020 at 16:57

Economic Calendar: Jan 13 - 17 SA
Published on 10 Jan 2020 at 17:00

Economic Calendar: Jan 06 - 10 SA
Published on 3 Jan 2020 at 17:00

Economic Calendar: Dec 30 - Jan 03 SA
Published on 2 Jan 2020 at 07:05

ZA DATA - November Budget Balance Review SA
Published on 20 Dec 2019 at 17:19

Economic Calendar: Dec 16 - 20 SA
Published on 13 Dec 2019 at 17:00

ZA Data Review - Nov PPI SA
Published on 13 Dec 2019 at 14:02

ZA Data Review - Oct Retail Sales SA
Published on 11 Dec 2019 at 15:33

ZA DATA Review - CPI November SA
Published on 11 Dec 2019 at 15:00

ZA DATA - October Manufacturing Production Review SA
Published on 10 Dec 2019 at 16:38

Economic Calendar: Dec 09 - 13 SA
Published on 6 Dec 2019 at 17:00

Quant Analytics

Carry attractiveness framework points to emerging ZAR value SA
Published on 6 Apr 2020 at 15:17

ZAR Sentiment Indicator SA
Published on 30 Mar 2020 at 15:32

ZAR Resilience Framework: Cross Section SA
Published on 16 Mar 2020 at 14:32

ZAR Sentiment Indicator SA
Published on 9 Mar 2020 at 15:29

ZAR Resilience Framework: Fiscal Risks SA
Published on 25 Feb 2020 at 14:01

ZAR Resilience Framework: Monetary Rectitude SA
Published on 20 Feb 2020 at 13:26

ZAR Resilience Framework: Subcomponent rankings SA
Published on 13 Feb 2020 at 14:09

ZAR Sentiment Indicator SA
Published on 10 Feb 2020 at 15:00

ZAR Resilience Framework: Trade Fundamentals SA
Published on 28 Jan 2020 at 14:29

ZAR Resilience Framework: Fiscal Risks SA
Published on 23 Jan 2020 at 14:32

ZAR Sentiment Indicator SA
Published on 21 Jan 2020 at 11:48

ZAR Monetary Rectitude SA
Published on 16 Jan 2020 at 13:39

ZAR Resilience and sub-components SA
Published on 13 Jan 2020 at 13:33

ZAR Carry Attractiveness vs EM Average SA
Published on 8 Jan 2020 at 13:08

ZAR Sentiment Indicator SA
Published on 6 Jan 2020 at 10:46

Resilience Cross Section Table SA
Published on 11 Dec 2019 at 11:27

ZAR resilience and sub-components SA
Published on 10 Dec 2019 at 11:34

ZAR Sentiment Indicator SA
Published on 9 Dec 2019 at 11:24

ZAR Sentiment Indicator SA
Published on 2 Dec 2019 at 14:54

ZAR Monetary Rectitude SA
Published on 15 Nov 2019 at 12:59

ZAR Fiscal Risk SA
Published on 13 Nov 2019 at 11:14

ZAR Fundamental Components SA
Published on 12 Nov 2019 at 11:38

ZAR Sentiment Indicator SA
Published on 11 Nov 2019 at 09:00

ZAR Carry Attractiveness vs EM Average SA
Published on 7 Nov 2019 at 14:19

ZAR Resilience and sub-components SA
Published on 6 Nov 2019 at 12:52

ZAR Sentiment Indicator SA
Published on 5 Nov 2019 at 13:56

ZAR Carry Attractiveness vs EM Average SA
Published on 30 Oct 2019 at 16:17

ZAR Sentiment Indicator SA
Published on 28 Oct 2019 at 13:56

Valuation versus Resilience SA
Published on 24 Oct 2019 at 12:11

ZAR Carry Attractiveness and Resilience SA
Published on 21 Oct 2019 at 15:29