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Clarity

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

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

Intraday Comments

Oil prices dip amid concerns over global energy demand SA
Published on 24 Sep 2020 at 08:39

G4 Morning Commentary SA
Published on 24 Sep 2020 at 08:30

Global FX Update | USD advances for the third straight day, however, momentum is slowing SA
Published on 24 Sep 2020 at 08:02

Precious and Base Metals Update SA
Published on 24 Sep 2020 at 06:02

USD-ZAR breaks above 17.00 handle amid risk-off trading  SA
Published on 23 Sep 2020 at 15:41

Oil prices fall on surprise build in US crude inventories SA
Published on 23 Sep 2020 at 08:45

G4 Morning Commentary SA
Published on 23 Sep 2020 at 08:40

Global Equity Update | Asian equities fail to track Wall Street gains, USD rises SA
Published on 23 Sep 2020 at 08:29

ZA Fixed Income: 23 September SA
Published on 23 Sep 2020 at 07:50

Global FX Update | USD resurgence persist amid intensifying COVID-19 pandemic concerns SA
Published on 23 Sep 2020 at 07:47

ZAR Insight: 23 September SA
Published on 23 Sep 2020 at 07:43

ZAR Technicals SA
Published on 23 Sep 2020 at 07:31

Precious and Base Metals Update SA
Published on 23 Sep 2020 at 06:54

Emerging market currencies rebound as global risk appetite returns  SA
Published on 22 Sep 2020 at 13:42

SAGBs remain on the back foot SA
Published on 22 Sep 2020 at 12:17

ZA Data Watch - July Leading Indicator SA
Published on 22 Sep 2020 at 09:51

Oil prices edge higher after falling sharply on Monday SA
Published on 22 Sep 2020 at 08:44

G4 Morning Commentary SA
Published on 22 Sep 2020 at 08:40

Global Equity Update | Asia stocks dip on virus fears, dollar holds gains SA
Published on 22 Sep 2020 at 08:34

ZAR Insight: 22 September SA
Published on 22 Sep 2020 at 07:53

Global FX Update | Trade weighted USD buoyed by resurgence in COVID-19 and risk-off sentiment SA
Published on 22 Sep 2020 at 07:52

ZA Fixed Income: 22 September SA
Published on 22 Sep 2020 at 07:39

ZAR Technicals SA
Published on 22 Sep 2020 at 07:35

Precious and Base Metals Update SA
Published on 22 Sep 2020 at 06:52

Bearish bets on the ZAR leg higher on the back of the risk-off conditions SA
Published on 21 Sep 2020 at 16:11

ZAR weakens as global risk appetite sours SA
Published on 21 Sep 2020 at 14:47

Bullish bias in oil fades as demand concerns re-emerge SA
Published on 21 Sep 2020 at 09:02

G4 Morning Commentary SA
Published on 21 Sep 2020 at 08:50

Global Equity Update | Asian stocks lower, subdued by fresh COVID-19 outbreak SA
Published on 21 Sep 2020 at 08:26

ZAR Technicals SA
Published on 21 Sep 2020 at 08:05

Viewpoints

FX Service | Weekly Techs USD-ZAR SA
Published on 21 Sep 2020 at 17:55

ETM Tech Report EUR-USD SA
Published on 21 Sep 2020 at 07:31

ETM Tech Report: DXY SA
Published on 19 Sep 2020 at 09:07

FX Service | Carry attractiveness update: 18 Sep 2020 SA
Published on 18 Sep 2020 at 16:18

ETM Africa Viewpoint: Debt restructuring September 2020
Published on 16 Sep 2020 at 16:14

FX Service | Viewpoint: 15 Sep 2020 SA
Published on 15 Sep 2020 at 18:21

FX Service | Weekly Techs USD-ZAR SA
Published on 14 Sep 2020 at 17:15

PODCAST: SA bonds - The paradox of opportunity amid state collapse | September 2020 SA
Published on 14 Sep 2020 at 13:58

ETM Tech Report EUR-USD SA
Published on 14 Sep 2020 at 08:12

ETM Tech Report: DXY SA
Published on 12 Sep 2020 at 10:24

FX Service | Weekly CFTC SA
Published on 10 Sep 2020 at 15:01

FX Service | Weekly Techs USD-ZAR SA
Published on 7 Sep 2020 at 17:23

ETM Podcast - George Glynos and Russell Lamberti speaking on the outlook for the Rand.  SA
Published on 7 Sep 2020 at 13:56

ETM Tech Report EUR-USD SA
Published on 7 Sep 2020 at 07:55

ETM Tech Report: DXY SA
Published on 5 Sep 2020 at 11:59

FX Service | ZAR Sentiment: Sep 2020 SA
Published on 4 Sep 2020 at 14:25

FX Service | Weekly CFTC SA
Published on 3 Sep 2020 at 15:59

FX Service | Weekly Techs USD-ZAR SA
Published on 31 Aug 2020 at 18:15

ETM Tech Report EUR-USD SA
Published on 31 Aug 2020 at 07:44

ETM Tech Report: DXY SA
Published on 29 Aug 2020 at 12:52

FX Service | Weekly CFTC SA
Published on 27 Aug 2020 at 13:25

FX Service | Viewpoint: 25 Aug 2020 SA
Published on 25 Aug 2020 at 16:18

FX Service | Weekly Techs USD-ZAR SA
Published on 24 Aug 2020 at 17:49

ETM Tech Report EUR-USD SA
Published on 24 Aug 2020 at 08:20

ETM Tech Report: DXY SA
Published on 22 Aug 2020 at 11:52

ETM Africa Viewpoint: Zambian Kwacha 12-month Outlook 2020
Published on 20 Aug 2020 at 16:04

FX Service | Weekly CFTC SA
Published on 20 Aug 2020 at 15:46

FX Service | Weekly Techs USD-ZAR SA
Published on 17 Aug 2020 at 17:37

Market Mover | US Treasury Market Distortions SA
Published on 17 Aug 2020 at 15:44

ETM Tech Report EUR-USD SA
Published on 17 Aug 2020 at 08:27

Financial Markets

US Opening Bell 24 September 2020 SA
Published on 24 Sep 2020 at 12:11

Africa Insight 24 September 2020
Published on 24 Sep 2020 at 08:06

US Opening Bell 23 September 2020 SA
Published on 23 Sep 2020 at 13:41

Africa Insight 23 September 2020
Published on 23 Sep 2020 at 08:20

Morning Insight 23 September 2020 SA
Published on 23 Sep 2020 at 07:42

East Africa Weekly Report: 21-25 September 2020
Published on 22 Sep 2020 at 17:28

US Opening Bell 22 September 2020 SA
Published on 22 Sep 2020 at 13:19

Vanilla Auction: 22 September 2020 SA
Published on 22 Sep 2020 at 12:34

Africa Insight 22 September 2020
Published on 22 Sep 2020 at 08:07

Morning Insight 22 September 2020 SA
Published on 22 Sep 2020 at 07:58

Southern Africa Weekly Report: 21 September - 25 September 2020
Published on 21 Sep 2020 at 13:52

US Opening Bell 21 September 2020 SA
Published on 21 Sep 2020 at 13:05

Africa Insight 21 September 2020
Published on 21 Sep 2020 at 08:25

Morning Insight 21 September 2020 SA
Published on 21 Sep 2020 at 08:10

West/North Africa Weekly Report: 14 - 25 Sept 2020
Published on 18 Sep 2020 at 17:28

US Opening Bell 18 September 2020 SA
Published on 18 Sep 2020 at 13:03

ILB Auction 18 September SA
Published on 18 Sep 2020 at 12:50

Africa Insight 18 September 2020
Published on 18 Sep 2020 at 08:15

Morning Insight 18 September 2020 SA
Published on 18 Sep 2020 at 07:57

US Opening Bell 17 September 2020 SA
Published on 17 Sep 2020 at 12:59

Africa Insight 17 September 2020
Published on 17 Sep 2020 at 08:23

Morning Insight 17 September 2020 SA
Published on 17 Sep 2020 at 08:14

US Opening Bell 16 September 2020 SA
Published on 16 Sep 2020 at 13:21

Africa Insight 16 September 2020
Published on 16 Sep 2020 at 08:06

Morning Insight 16 September 2020 SA
Published on 16 Sep 2020 at 07:54

East Africa Weekly Report: 14-18 September 2020
Published on 15 Sep 2020 at 15:51

US Opening Bell 15 September 2020 SA
Published on 15 Sep 2020 at 13:02

Vanilla Auction: 15 September 2020 SA
Published on 15 Sep 2020 at 12:24

Africa Insight 15 September 2020
Published on 15 Sep 2020 at 08:04

Morning Insight 15 September 2020 SA
Published on 15 Sep 2020 at 07:56

Economics

ZA Data Watch - July Leading Indicator SA
Published on 22 Sep 2020 at 09:51

Economic Calendar: Sep 21 - 25 SA
Published on 18 Sep 2020 at 17:00

SARB MPC Review September 2020 SA
Published on 17 Sep 2020 at 17:09

ZA Data - July Retail Sales Growth SA
Published on 16 Sep 2020 at 13:15

Economic Calendar: Sep 14 - 18 SA
Published on 11 Sep 2020 at 17:00

ZA DATA - July Manufacturing production SA
Published on 10 Sep 2020 at 13:24

ZA Data - July Mining Production SA
Published on 10 Sep 2020 at 11:48

ZA DATA - 2Q Current account balance SA
Published on 10 Sep 2020 at 11:10

ZA DATA - Q3 BER BCI SA
Published on 9 Sep 2020 at 12:24

ZA DATA - Q2 GDP SA
Published on 8 Sep 2020 at 11:48

ZA Data – Q3 BER CCI index SA
Published on 7 Sep 2020 at 10:35

ZA Data Watch - August Gross and Net Reserves SA
Published on 7 Sep 2020 at 08:23

Economic Calendar: Sep 07 - 11 SA
Published on 4 Sep 2020 at 17:00

ZA Data – August Standard Bank PMI SA
Published on 3 Sep 2020 at 09:56

ZA Data Watch – August Vehicles Sales SA
Published on 1 Sep 2020 at 13:40

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

ZA Data Watch - July Trade Balance SA
Published on 31 Aug 2020 at 14:46

ZA Data – July M3 money supply and PSCE SA
Published on 31 Aug 2020 at 08:35

Economic Calendar: Aug 31 - 04 Sep SA
Published on 28 Aug 2020 at 17:00

ZA Data Watch - July Budget Balance SA
Published on 28 Aug 2020 at 14:44

SA Growth Outlook - August 2020 SA
Published on 26 Aug 2020 at 16:46

ZA Data Watch - July Consumer Price Inflation SA
Published on 26 Aug 2020 at 10:35

ZA Data – June SARB leading indicator SA
Published on 25 Aug 2020 at 09:35

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

Economic Calendar: Aug 17-21 SA
Published on 16 Aug 2020 at 16:29

ZA Data - Mining production June SA
Published on 13 Aug 2020 at 11:49

ZA Data Watch – Retail sales growth continues to recover in June, but momentum slows SA
Published on 12 Aug 2020 at 13:38

ZA Data - SACCI BCI July SA
Published on 12 Aug 2020 at 11:49

ZA Data Watch - June Manufacturing Production SA
Published on 11 Aug 2020 at 13:36

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

Quant Analytics

ZAR Resilience Framework: Monetary Rectitude SA
Published on 23 Sep 2020 at 14:41

ZAR Sentiment Indicator SA
Published on 18 Sep 2020 at 14:29

ZAR Sentiment Indicator SA
Published on 25 Aug 2020 at 15:26

ZAR Resilience Framework: Monetary Rectitude SA
Published on 17 Aug 2020 at 11:08

ZAR Sentiment Indicator SA
Published on 5 Aug 2020 at 08:41

ZAR PPP valuation SA
Published on 20 Jul 2020 at 14:06

ZAR Carry Attractiveness SA
Published on 14 Jul 2020 at 16:53

ZAR Sentiment Indicator SA
Published on 29 Jun 2020 at 12:56

ZAR Resilience Framework: Fiscal Risks SA
Published on 23 Jun 2020 at 15:35

ZAR Resilience Framework: Cross Section SA
Published on 12 Jun 2020 at 14:10

ZAR Resilience Framework: Fundamentals SA
Published on 9 Jun 2020 at 15:22

ZAR Sentiment Indicator SA
Published on 27 May 2020 at 15:47

ZAR Resilience Framework: Cross Section SA
Published on 13 May 2020 at 14:50

ZAR Sentiment Indicator SA
Published on 7 May 2020 at 16:58

ZAR Sentiment Indicator SA
Published on 14 Apr 2020 at 16:24

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