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Intraday Comments

USD-ZAR testing key tech level that could open door to 13.000 handle SA
Published on 18 May 2018 at 16:24

Insurance against default by EMs up as perceived riskiness rises SA
Published on 18 May 2018 at 15:45

USD-ZAR forwards at highest levels since December amid USD surge SA
Published on 18 May 2018 at 14:49

Mixed session for major EM bonds so far SA
Published on 18 May 2018 at 13:52

Constitutional Court justice Kate O’Regan must recuse herself – Tom Moyane’s Attorney. SA
Published on 18 May 2018 at 13:16

Equity markets in limbo following conflicting trade reports SA
Published on 18 May 2018 at 13:13

Local FRA curve steepens as longer duration tenors dis-invert SA
Published on 18 May 2018 at 11:23

Bull flattener holds for SAGB curve despite EM clear out SA
Published on 18 May 2018 at 11:05

Italian bond yields spike as reports swirl of potential policy proposals SA
Published on 18 May 2018 at 09:14

Oil buoyed around multi-year high underpinned by developments in the Middle East SA MX
Published on 18 May 2018 at 09:10

G4 Morning Commentary SA
Published on 18 May 2018 at 08:20

ZAR Fixed Income: Market comfortable with stable repo for a while SA
Published on 18 May 2018 at 07:37

ZAR Insight: Amid a tightening USD liquidity environment, EMs are showing some signs of stress SA
Published on 18 May 2018 at 07:20

ZAR Technicals SA
Published on 18 May 2018 at 07:07

US Inflation expectations at multi-year highs on economic outlook, firming oil SA MX
Published on 17 May 2018 at 16:11

Submission deadline expired, Zuma to face prosecution? SA
Published on 17 May 2018 at 14:30

Italian-German bond spread at widest since January as populist parties near coalition agreement SA
Published on 17 May 2018 at 14:10

Firmer USD to test emerging market resilience – Fitch SA
Published on 17 May 2018 at 13:54

Bullish formation on USD-ZAR gives clue about potential direction SA
Published on 17 May 2018 at 13:50

USD-ZAR vol climbing as event risks loom large SA
Published on 17 May 2018 at 13:46

Global stocks mixed amid rising yields and Washington trade talks SA
Published on 17 May 2018 at 11:53

ZAR retains value vs peers amid stronger USD SA
Published on 17 May 2018 at 11:24

Non-resident investors prefer local stocks to bonds SA
Published on 17 May 2018 at 10:54

South Africa inflation expectations inching higher SA
Published on 17 May 2018 at 10:14

ZAR Research: Weekly CFTC - Short USD specs continue unwind SA
Published on 17 May 2018 at 10:00

Bloomberg poll shows SA macro outlook largely unchanged SA
Published on 17 May 2018 at 09:52

Oil edges toward $80 big figure SA MX
Published on 17 May 2018 at 09:35

G4 Morning Commentary SA MX
Published on 17 May 2018 at 08:16

ZAR Fixed Income: SAA back in the spotlight, as bailouts become intolerable SA
Published on 17 May 2018 at 07:27

ZAR Insight: ZAR performing remarkably well all things considered SA
Published on 17 May 2018 at 07:19

Viewpoints

CFTC Weekly: Fervent pace of improvement in USD sentiment persists SA
Published on 14 May 2018 at 16:12

ETM ZAR Research: Valuation Assessment - ZAR retreat in context, little more than a blip? SA
Published on 11 May 2018 at 14:39

CFTC Weekly: Speculators accelerate trimming of short bets on USD SA
Published on 7 May 2018 at 15:43

ETM Market Movers | Public Wages | 4 May 2018 SA
Published on 4 May 2018 at 09:43

CFTC Weekly: Stronger USD supports embattled bulls SA
Published on 30 Apr 2018 at 15:41

ETM Market Movers | SA wheat tariff slashed, helps offset inflation impact of surging wheat prices | 26 April 2018 SA
Published on 26 Apr 2018 at 15:50

ZAR Research: Carry Trade Monitor - ZAR Carry Attractiveness still ranks in top quartile SA
Published on 26 Apr 2018 at 15:47

CFTC Weekly: ZAR sentiment sour despite gains SA
Published on 26 Apr 2018 at 12:36

CFTC Weekly: EUR and GBP longs looking a little shaky RU SA
Published on 23 Apr 2018 at 16:17

Africa Viewpoint | Jan 18 - Zimbabwe’s Election Litmus Test
Published on 18 Apr 2018 at 11:08

Africa Viewpoint | Jan 18 - A Look at African FX REERs
Published on 18 Apr 2018 at 11:05

Africa Viewpoint | Jan 18 - Will the Doves Fly in Nigeria?
Published on 18 Apr 2018 at 11:01

Africa Viewpoint | Jan 18 Kenya’s Daunting Debt Still Haunting It
Published on 18 Apr 2018 at 10:47

CFTC Weekly: USD pessimism grows amid uptick in EUR longs SA
Published on 16 Apr 2018 at 17:06

Africa Viewpoint | Bustling Quarter for African International Bonds
Published on 12 Apr 2018 at 09:51

ETM Viewpoint | SA Portfolio Flows | 11 April 2018 SA
Published on 11 Apr 2018 at 15:17

CFTC Weekly: Net shorts on USD hold above $25.0bn for third week SA
Published on 9 Apr 2018 at 16:36

CFTC Weekly: Speculators still very bearish on USD SA
Published on 3 Apr 2018 at 16:44

Weekly Tech Update - Indicators becoming more USD-ZAR bullish SA
Published on 3 Apr 2018 at 13:50

ETM ZAR Research: 6-12m Outlook - Post SARB, being cautiously bullish on ZAR is prudent SA
Published on 29 Mar 2018 at 14:41

ETM Market Movers | SARB Preview: Stars align for SARB policy easing | 27 March 2018 SA
Published on 27 Mar 2018 at 13:42

CFTC Weekly: USD sentiment sours as net shorts rocket SA
Published on 26 Mar 2018 at 16:42

ETM ZAR Research: Weekly Tech Update - USD-ZAR moving lower SA
Published on 26 Mar 2018 at 10:40

ETM ZAR Research: Land expropriation without compensation.…ignored by ZAR SA
Published on 26 Mar 2018 at 10:15

CFTC Weekly: Short bets on USD build as wage data disappoints SA
Published on 19 Mar 2018 at 16:57

ETM Viewpoint | Moody’s Preview: Downgrade still on the radar even if temporary reprieve is granted | 19 March 2018 SA
Published on 19 Mar 2018 at 15:08

CFTC Weekly: Outside of EUR, USD bulls continue to gain ground SA MX
Published on 12 Mar 2018 at 16:27

CFTC Weekly: JPY and EUR tectonics in play SA MX
Published on 5 Mar 2018 at 15:12

ZAR Research - ZAR 6-12m View: Cyrilphoria helps ZSI bounce SA
Published on 2 Mar 2018 at 16:33

ETM Market Movers | Taxes and Inflation | 2 March 2018 SA
Published on 2 Mar 2018 at 11:16

Financial Markets

ILB Auction: Inflation protection demand eases as NT fails to make full allotment SA
Published on 18 May 2018 at 12:07

Morning Insight 18 May 2018 SA
Published on 18 May 2018 at 07:44

Major FX Technicals SA
Published on 18 May 2018 at 07:08

Africa Insight 18 May 2018
Published on 18 May 2018 at 01:15

Morning Insight 17 May 2018 SA
Published on 17 May 2018 at 07:26

Africa Insight 17 May 2018
Published on 17 May 2018 at 01:21

Morning Insight 16 May 2018 SA
Published on 16 May 2018 at 07:17

Africa Insight 16 May 2018
Published on 16 May 2018 at 01:07

Vanilla Auction: Solid demand for SAGBs today but demand dynamics still muted SA
Published on 15 May 2018 at 11:04

Morning Insight 15 May 2018 SA
Published on 15 May 2018 at 07:42

Africa Insight 15 May 2018
Published on 15 May 2018 at 00:58

Morning Insight 14 May 2018 SA
Published on 14 May 2018 at 07:43

Africa Insight 14 May 2018
Published on 14 May 2018 at 01:05

Inflation Protection Demand Slides but NT Makes Full Allotment SA
Published on 11 May 2018 at 11:47

Morning Insight 11 May 2018 SA
Published on 11 May 2018 at 07:30

Africa Insight 11 May 2018
Published on 11 May 2018 at 01:19

Morning Insight 10 May 2018 SA
Published on 10 May 2018 at 07:48

Africa Insight 10 May 2018
Published on 10 May 2018 at 01:17

Morning Insight 09 May 2018 SA
Published on 9 May 2018 at 07:36

Africa Insight 09 May 2018
Published on 9 May 2018 at 01:03

Vanilla Auction: Interest in SAGBs remains lacklustre as external factors weigh SA
Published on 8 May 2018 at 10:58

Morning Insight 08 May 2018 SA
Published on 8 May 2018 at 07:35

Morning Insight 07 May 2018 SA
Published on 7 May 2018 at 07:48

Africa Insight 07 May 2018
Published on 7 May 2018 at 00:47

Recent ZAR Weakness Sees NT Make Full Allotment at ILB Auction SA
Published on 4 May 2018 at 12:11

Morning Insight 04 May 2018 SA
Published on 4 May 2018 at 07:50

Africa Insight 04 May 2018
Published on 4 May 2018 at 00:37

Morning Insight 03 May 2018 SA
Published on 3 May 2018 at 07:25

Africa Insight 03 May 2018
Published on 3 May 2018 at 00:49

Vanilla Auction: Interest in SAGBs wanes as market turns attention offshore SA
Published on 2 May 2018 at 10:59

Economics

Economic Calendar: May 21 - 25 SA
Published on 18 May 2018 at 17:00

ZA Data Review - Retail sales surprised to the upside in March SA
Published on 16 May 2018 at 15:53

Economic Calendar: May 14 - 18 SA
Published on 11 May 2018 at 17:00

ZA Data Review - Manufacturing Production growth is negative in Q1 2018 SA
Published on 10 May 2018 at 15:43

ZA Data Review – Most mining sectors under pressure, gold still exerting a significant drag SA
Published on 10 May 2018 at 13:13

ZA Data Review - Gross reserves decrease marginally in April on softer gold, firmer USD SA
Published on 8 May 2018 at 10:48

Economic Calendar: May 7-11 SA
Published on 4 May 2018 at 17:00

ZA Data Review – Rebound in consumer confidence bolsters car sales despite tax hikes SA
Published on 2 May 2018 at 15:46

ZA Data Review - ABSA PMI recovers to its highest reading in 11 months in April SA
Published on 2 May 2018 at 14:11

ZA Data Review - SA's Trade Surplus comes in larger than anticipated in March SA
Published on 30 Apr 2018 at 16:45

ZA Data Review – Exorbitant spending remains major drag on fiscal health SA
Published on 30 Apr 2018 at 15:55

ZA Data Review – Rebound in business and consumer sentiment could underpin credit in near term SA
Published on 30 Apr 2018 at 11:42

Economic Calendar 30 Apr - 04 May SA
Published on 27 Apr 2018 at 17:00

ZA Data Review - Producer inflation falls below consumer inflation to an 8-month low SA
Published on 26 Apr 2018 at 14:52

Economic Calendar: April 23-27 SA
Published on 22 Apr 2018 at 17:00

ZA Data Review – Persistently soft inflation continues to bolster retail sales SA
Published on 18 Apr 2018 at 15:18

ZA Data Review - CPI comes in softer than anticipated, reaching a Feb 2011 low SA
Published on 18 Apr 2018 at 14:04

Economic Calendar: April 16-20 SA
Published on 13 Apr 2018 at 17:00

ZA Data Review - Mining production increases marginally in Feb, growth remains weak SA
Published on 12 Apr 2018 at 15:47

ZA Data Review - Manufacturing production growth pulls back sharply in February to 0.6% y/y SA
Published on 10 Apr 2018 at 15:55

ZA Data Review – Gold reserves increase props up net reserves at the end of Q1 SA
Published on 9 Apr 2018 at 11:18

Economic Calendar: April 9-13 SA
Published on 6 Apr 2018 at 17:00

ZA Data Review – Vehicle sector posts positive growth for first time in four months in March SA
Published on 3 Apr 2018 at 15:58

ZA Data Review - ABSA PMI slips back below 50.0 in March, sector still lacks meaningful momentum SA
Published on 3 Apr 2018 at 14:33

Economic Calendar: April 2-6 SA
Published on 29 Mar 2018 at 17:00

ZA Data Review – Record deficit reverses in Feb, but trade dynamics appear to be deteriorating SA
Published on 29 Mar 2018 at 16:50

ZA Data Review – Revenues recovering but expenditures continue to exceed income growth SA
Published on 29 Mar 2018 at 15:16

ZA Data Review – Persistent ZAR strength continues to alleviate producer price pressures SA
Published on 29 Mar 2018 at 14:20

ZA Data Review – Monetary environment still relatively tight, SARB easing to provide modest support SA
Published on 29 Mar 2018 at 09:57

ZA CB Review – SARB pulls the trigger on rate cuts but conservative stance persists SA
Published on 28 Mar 2018 at 16:57