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Intraday Comments

National Treasury approaches PIC to finance bailouts for beleaguered parastatals SA
Published on 22 Sep 2017 at 14:31

Emailed statement sees Gigaba suggesting rotational audits for government after KPMG scandal SA
Published on 22 Sep 2017 at 13:14

SAGB curve flattens after SARB offers less dovish policy stance SA
Published on 22 Sep 2017 at 12:45

All eyes on OPEC as the group meets to discuss extension of production cuts SA
Published on 22 Sep 2017 at 10:35

FRAs pare back their rate cut expectations as the SARB surprises SA
Published on 22 Sep 2017 at 10:02

Major FX Technicals SA
Published on 22 Sep 2017 at 08:42

ZAR Technicals SA
Published on 22 Sep 2017 at 08:41

ZAR Fixed Income: SARB cautious, but deeper cutting cycle still anticipated SA
Published on 22 Sep 2017 at 07:10

ZAR Insight: SARB surprise will help buttress ZAR SA
Published on 22 Sep 2017 at 06:48

Dollar shrugs off data, softens post-FOMC SA
Published on 21 Sep 2017 at 16:17

Rand gains on SARB leaving rates unchanged, inflation risks cited SA
Published on 21 Sep 2017 at 15:55

ZA Data Watch – SARB unexpectedly keeps the repo rate on hold at 6.75% in September SA
Published on 21 Sep 2017 at 15:13

SARB Scenario 3: 50bps rate reduction SA
Published on 21 Sep 2017 at 12:45

SARB Scenario 2: 25bps rate reduction SA
Published on 21 Sep 2017 at 12:44

SARB Scenario 1: No change in interest rates SA
Published on 21 Sep 2017 at 12:43

Local equities weaker than EM peers on the month SA
Published on 21 Sep 2017 at 12:10

No sign of growing fiscal risks in SA's CDS spreads yet SA
Published on 21 Sep 2017 at 10:18

South Africa faces challenging fiscal road ahead SA
Published on 21 Sep 2017 at 09:43

OPEC indications of extending output cuts continue to boost oil SA
Published on 21 Sep 2017 at 08:30

Major FX Technicals SA
Published on 21 Sep 2017 at 08:22

ZAR Technicals SA
Published on 21 Sep 2017 at 08:21

G4 Morning Commentary SA
Published on 21 Sep 2017 at 08:02

ZAR Fixed Income: SARB decision in the spotlight, 25bp cut anticipated SA
Published on 21 Sep 2017 at 07:52

ZAR Insight: SARB cut on the cards, but ZAR may still find support SA
Published on 21 Sep 2017 at 07:34

International hunt for yield bolsters South Africa’s dollar bond sale SA
Published on 20 Sep 2017 at 14:03

Marginal uptick in headline inflation does not dislocate broader trend SA
Published on 20 Sep 2017 at 10:14

ZA Data Watch – CPI inflation ticks slightly higher to 4.8% y/y in August SA
Published on 20 Sep 2017 at 10:07

IRS curve steepens as traders look through current dovish cycle SA
Published on 20 Sep 2017 at 09:52

Brent supported by signs that OPEC will extend output cuts beyond March 2018 SA
Published on 20 Sep 2017 at 09:45

Major FX Technicals SA
Published on 20 Sep 2017 at 09:25

Viewpoints

Market Movers: Doves expected to have the upper hand, 25bp rate cut by SARB likely this week SA
Published on 19 Sep 2017 at 11:05

CFTC Weekly: Market steadily increases short bets on USD
Published on 18 Sep 2017 at 15:00

Viewpoint |SA Government Debt Dynamics |14 September 2017 SA
Published on 14 Sep 2017 at 09:34

CFTC Weekly: Conditions still favour USD short interest
Published on 11 Sep 2017 at 16:35

CFTC Weekly: Shorting interest on USD grinds higher
Published on 4 Sep 2017 at 16:09

Viewpoint | Eurozone Fiscal Union | 31 August 2017 SA
Published on 31 Aug 2017 at 09:29

Market movers: Palladium reaches 16-year high SA
Published on 29 Aug 2017 at 13:49

CFTC Weekly: Market remains placed for USD weakness SA
Published on 28 Aug 2017 at 16:39

Market Movers: ECB Policy Expectations SA
Published on 28 Aug 2017 at 13:54

Viewpoint | Oil Market Update | 24 August 2017 SA
Published on 24 Aug 2017 at 11:59

ETM Market Movers_Q2 Economic Growth Expectations_24 August 2017 SA
Published on 24 Aug 2017 at 09:26

CFTC Weekly: Net USD shorts fall but still elevated SA
Published on 21 Aug 2017 at 17:08

CFTC Weekly: Data continues to support USD bears SA
Published on 14 Aug 2017 at 16:14

ETM ZAR Research: 6-12m View - Politics detract from ZAR potential SA
Published on 11 Aug 2017 at 13:46

ETM Viewpoint_US Household Credit_11 August 2017 SA
Published on 11 Aug 2017 at 09:09

ZAR Research: CFTC Weekly - USD bears remain in the driving seat SA
Published on 8 Aug 2017 at 14:50

Market Movers: Moody's Preview SA
Published on 8 Aug 2017 at 09:41

ZAR Research: Carry Trade Monitor - 2017 A Year of Increasing Risks Yet Decreasing Volatility SA
Published on 7 Aug 2017 at 13:44

2017, a year of increasing global risks yet decreasing volatility RU SA MX
Published on 3 Aug 2017 at 15:37

ETM Viewpoint: SARB July MPC Review SA
Published on 26 Jul 2017 at 10:04

Bank of England’s loose monetary policy, more harmful than good? SA
Published on 25 Jul 2017 at 17:56

EM currency risk could rise as DMs talk tightening SA
Published on 14 Jul 2017 at 13:21

Weekly CFTC Weekly: Market Collectively Net Short Dollar SA
Published on 11 Jul 2017 at 11:40

ZAR 6-12m OUTLOOK: POLITICS, COST ZAR DEAR SA
Published on 7 Jul 2017 at 13:43

ZAR Valuation: More to come against the USD, less so against the EUR and GBP SA
Published on 30 Jun 2017 at 11:37

EM INFLOWS STRONG, RISKS BUILDING SA
Published on 8 Jun 2017 at 14:04

ETM 2017 EVENT CALENDAR SA
Published on 29 May 2017 at 15:28

ZAR RESEARCH: A 6-12m Outlook SA
Published on 25 May 2017 at 14:09

Financial Markets

Demand for ILBs supported by perceived upside shift in inflation risks SA
Published on 22 Sep 2017 at 12:21

Morning Insight 22 September 2017 SA
Published on 22 Sep 2017 at 07:55

Morning Insight 21 September 2017 SA
Published on 21 Sep 2017 at 07:42

Morning Insight 20 September 2017 SA
Published on 20 Sep 2017 at 07:41

Market reveals unwavering appetite for longer-duration vanillas SA
Published on 19 Sep 2017 at 12:00

Morning Insight 19 September 2017 SA
Published on 19 Sep 2017 at 07:51

Morning Insight 18 September 2017 SA
Published on 18 Sep 2017 at 07:58

ILB Demand retreats, with middle dated linker favoured SA
Published on 15 Sep 2017 at 12:29

Morning Insight 15 September 2017 SA
Published on 15 Sep 2017 at 07:53

Morning Insight 14 September 2017 SA
Published on 14 Sep 2017 at 07:57

Morning Insight 13 September 2017 SA
Published on 13 Sep 2017 at 07:58

Evenly spread bidding interest signifies broader re-engagement with vanilla SAGBs SA
Published on 12 Sep 2017 at 12:11

Morning Insight 12 September 2017 SA
Published on 12 Sep 2017 at 07:55

Morning Insight 11 September 2017 SA
Published on 11 Sep 2017 at 07:46

ILB Demand remains buoyant, with equal interest across tenors  SA
Published on 8 Sep 2017 at 12:44

Morning Insight 08 September 2017 SA
Published on 8 Sep 2017 at 08:01

Morning Insight 07 September 2017 SA
Published on 7 Sep 2017 at 07:56

Morning Insight 06 September 2017 SA
Published on 6 Sep 2017 at 07:50

Bidding interest remains buoyant with market revealing preference for longer-duration tenors SA
Published on 5 Sep 2017 at 12:27

Morning Insight 05 September 2017 SA
Published on 5 Sep 2017 at 07:53

Morning Insight 04 September 2017 SA
Published on 4 Sep 2017 at 07:47

Morning Insight 01 September 2017 SA
Published on 1 Sep 2017 at 08:09

Morning Insight 31 August 2017 SA
Published on 31 Aug 2017 at 08:00

Morning Insight 30 August 2017 SA
Published on 30 Aug 2017 at 07:53

Total interest softens but longer-duration maturities remain well bid SA
Published on 29 Aug 2017 at 12:17

Morning Insight 29 August 2017 SA
Published on 29 Aug 2017 at 07:56

Morning Insight 28 August 2017 SA
Published on 28 Aug 2017 at 07:46

ILB demand surges, longer dated linker still favoured SA
Published on 25 Aug 2017 at 12:43

Morning Insight 25 August 2017 SA
Published on 25 Aug 2017 at 07:56

Morning Insight 24 August 2017 SA
Published on 24 Aug 2017 at 07:53

Economics

Economic Calendar 25 Sep - 29 Sep SA
Published on 22 Sep 2017 at 15:34

ZA CB Review – SARB sows confusion as to how it views interest rate trajectory SA
Published on 21 Sep 2017 at 17:39

ZA CB Review – SARB sows confusion as to how it views interest rate trajectory SA
Published on 21 Sep 2017 at 17:39

ZA Data Review – Despite recent uptick, CPI still seen decelerating in remaining months of 2017 SA
Published on 20 Sep 2017 at 14:26

Economic Calendar 18 Sep - 22 Sep SA
Published on 18 Sep 2017 at 15:57

ZA Data Review – C/A gap widens but the trend still shows a narrowing shortfall SA
Published on 14 Sep 2017 at 14:53

Economic Calendar 11 Sep-15 Sep SA
Published on 14 Sep 2017 at 07:36

ZA Data Review – Retail sector feeling the impact of tight household budgets SA
Published on 13 Sep 2017 at 17:07

ZA Data Watch – BER BCI recovers off 8-year low to 35.0 in Q3 SA
Published on 13 Sep 2017 at 12:18

Economic Calendar 11 Sep-14 Sep SA
Published on 11 Sep 2017 at 08:46

Morning Insight 11 September 2017 SA
Published on 11 Sep 2017 at 07:46

ZA Data Review - Structural decline in manufacturing persists amid investment hiatus SA
Published on 7 Sep 2017 at 16:15

ZA Data Review - Mining loses resilience, structural barriers still exerting a drag SA
Published on 7 Sep 2017 at 13:16

ZA Data Review – Rand resilience may entice SARB to accumulate reserves, yet ZAR volatility remains a concern SA
Published on 7 Sep 2017 at 10:54

ZA Data Watch – SACCI business confidence index drops to lowest level since August 1985 to 89.6 in August SA
Published on 6 Sep 2017 at 11:45

Economic Calendar 04 Sep-08 Sep SA
Published on 6 Sep 2017 at 08:39

ZA Data Review – Local economy exits recession as low base effects help bolster q/q growth SA
Published on 5 Sep 2017 at 14:51

Economic Calendar 04 Sep-08 Sep SA
Published on 1 Sep 2017 at 16:08

ZA Data Review – Vehicle sector stabilising after three years of falling sales volumes SA
Published on 1 Sep 2017 at 15:14

ZA Data Review – Manufacturers expect to experience further headwinds in coming months SA
Published on 1 Sep 2017 at 14:21

ZA Data Review – Trade surplus firmly in tact as low local demand causes imports to fall SA
Published on 31 Aug 2017 at 16:47

ZA Data Review – Food & fuel disinflation drags PPI to multi-month low SA
Published on 31 Aug 2017 at 14:24

ZA Data Review – Fiscus burdened by slowing revenue growth and ballooning expenditure SA
Published on 30 Aug 2017 at 14:35

Economic Calendar 28 Aug-01 Sep SA
Published on 30 Aug 2017 at 09:47

ZA Data Review – Monetary environment still posing limited risks to inflation trajectory SA
Published on 30 Aug 2017 at 08:13

Economic Calendar 28 Aug-01 Sep SA
Published on 25 Aug 2017 at 15:47

Economic Calendar 21 Aug-25 Aug SA
Published on 24 Aug 2017 at 07:25

ZA Data Review – Food and fuel disinflation easing pressure on household budgets SA
Published on 23 Aug 2017 at 10:11

ZA Data Watch – Leading indicator virtually unchanged at 95.7 in June SA
Published on 22 Aug 2017 at 09:24

Economic Calendar 21 Aug-25 Aug SA
Published on 18 Aug 2017 at 15:58