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Intraday Comments

JP Morgan comments sound warning on expectant Ramaphosa victory SA
Published on 11 Dec 2017 at 14:08

Rising commodity prices help MSCI EM Index curb weekly losses SA
Published on 11 Dec 2017 at 13:57

CFTC data shows net shorts on USD mostly unchanged SA
Published on 11 Dec 2017 at 10:53

Market holds onto cautious monetary policy outlook SA
Published on 11 Dec 2017 at 09:40

Oil markets pressured by persistent rise in US rigs SA
Published on 11 Dec 2017 at 08:27

ZAR Fixed Income: Politics and data will wrap up the week SA
Published on 11 Dec 2017 at 07:47

Major FX Technicals SA
Published on 11 Dec 2017 at 07:41

ZAR Technicals SA
Published on 11 Dec 2017 at 07:39

ZAR Insight: ZAR performs well taking heart from court judgements against Zuma and Abrahams on Friday SA
Published on 11 Dec 2017 at 07:23

Fitch comments indicate Ramaphosa preferred candidate to boost sentiment SA
Published on 8 Dec 2017 at 16:13

U.S. labour market tightens more than expected in Nov SA
Published on 8 Dec 2017 at 15:52

3m vs. 1w implied USD-ZAR vol spread looking to invert as ANC conference looms SA
Published on 8 Dec 2017 at 13:40

ZAR rallies as high court rules Zuma appointment of state prosecutor invalid SA
Published on 8 Dec 2017 at 12:58

Steep bearishness evident on local Steinhoff share SA
Published on 8 Dec 2017 at 10:34

FRA market still reflects hawkish outlook on rates front SA
Published on 8 Dec 2017 at 09:38

Major FX Technicals SA
Published on 8 Dec 2017 at 08:05

ZAR Technicals SA
Published on 8 Dec 2017 at 08:03

Oil markets underpinned by robust Chinese imports SA
Published on 8 Dec 2017 at 07:59

ZAR Fixed Income: Nuclear back in the newswires, but focus turns to politics SA
Published on 8 Dec 2017 at 07:40

ZAR Insight: ZAR struggles to gain more ground amid intensifying risk factors SA
Published on 8 Dec 2017 at 07:30

USD-ZAR spikes as Energy Minister comments on nuclear power SA
Published on 7 Dec 2017 at 16:28

Copper prices seen testing key support level following commodities plunge SA
Published on 7 Dec 2017 at 14:51

ZA Data Watch – Mining growth stronger than expected in Oct, medium term outlook still subdued SA
Published on 7 Dec 2017 at 11:32

German industrial productions misses forecasts, bolsters trend in disappointments SA
Published on 7 Dec 2017 at 10:04

ECB has exposure to Steinhoff collapse SA
Published on 7 Dec 2017 at 09:23

ZA Data Watch – Net reserves increase slightly more than expected in November SA
Published on 7 Dec 2017 at 08:15

ZAR Fixed Income: Risk factors come back to the fore, but SA well priced for risks SA
Published on 7 Dec 2017 at 07:52

Brent rebounds as geopolitics shift back into focus SA
Published on 7 Dec 2017 at 07:43

Major FX Technicals SA
Published on 7 Dec 2017 at 07:39

ZAR Technicals SA
Published on 7 Dec 2017 at 07:37

Viewpoints

ZAR Service: ANC Elective Conference Preview SA
Published on 11 Dec 2017 at 15:11

CFTC Weekly: Futures market looks to up its short USD positions SA
Published on 11 Dec 2017 at 14:48

CFTC Weekly: Inflation doubts keep USD in clutches of bears SA
Published on 4 Dec 2017 at 15:37

ZAR Service: Carry Attractiveness Ramps Higher to lend support to ZAR SA
Published on 1 Dec 2017 at 15:09

CFTC Weekly: Futures market halts USD short covering SA
Published on 28 Nov 2017 at 16:13

Market Movers | Credit Ratings vs Index Expulsion | 28 November 2017 SA
Published on 28 Nov 2017 at 10:10

ETM ZAR Research - Ratings, the WGBI and the ZAR: Risks are asymmetric SA
Published on 23 Nov 2017 at 17:08

Market Movers | SARB Preview | 21 November 2017 SA
Published on 21 Nov 2017 at 15:20

Market Movers | Credit Ratings Preview | 21 November 2017 SA
Published on 21 Nov 2017 at 12:05

CFTC Weekly: Slide in USD shorts loses some momentum SA
Published on 20 Nov 2017 at 17:13

ETM ZAR Research: Risk Monitor - Politics, SARB and Ratings to Dominate SA
Published on 17 Nov 2017 at 14:37

CFTC Weekly: Dollar gloom continues to fade as net shorts fall SA
Published on 14 Nov 2017 at 16:07

ZAR Research: Weekly Tech Update - No change to upside trend SA
Published on 13 Nov 2017 at 14:40

US Business Cycle and the USD SA
Published on 10 Nov 2017 at 15:07

CFTC Weekly: Speculators continue to trim short USD positions SA
Published on 6 Nov 2017 at 14:53

ZAR undervaluation stretches, mean reversion recovery possible SA
Published on 3 Nov 2017 at 14:07

Market Movers: EM vs DM 2017 Performance SA
Published on 1 Nov 2017 at 14:16

CFTC Weekly: Dollar shorts continue to tumble SA
Published on 30 Oct 2017 at 17:01

ETM Viewpoint | Fed Balance Sheet | 27 October 2017 SA
Published on 27 Oct 2017 at 11:16

Market Mover: ECB MPC preview SA
Published on 26 Oct 2017 at 11:55

CFTC Weekly: Fiscal reform narrative drives USD shorts lower SA
Published on 23 Oct 2017 at 14:54

EM flows update: Still ZAR supportive, but SA risks high SA
Published on 20 Oct 2017 at 14:17

Signs emerging that US equity bull run might be ripe for a correction SA
Published on 20 Oct 2017 at 14:01

CFTC Weekly: Market trims short bets on USD slightly SA
Published on 16 Oct 2017 at 16:50

ZAR Resilience Assessment: Recent ZAR weakness not necessarily justified SA
Published on 13 Oct 2017 at 16:28

ETM Viewpoint_MTBPS Preview_12October2017 SA
Published on 12 Oct 2017 at 09:53

CFTC Weekly: Short bets on USD remain unchanged SA
Published on 9 Oct 2017 at 16:41

ETM Viewpoint October 2017 - US Inflation SA
Published on 9 Oct 2017 at 09:26

ZAR 6-12m View: Dec elective conference hurts ZSI SA
Published on 6 Oct 2017 at 13:36

Market Mover: Debt roll-over likes as South Africa feels pressure of tax base erosion SA
Published on 4 Oct 2017 at 10:39

Financial Markets

Morning insight 11 December 2017 SA
Published on 11 Dec 2017 at 08:05

Demand for ILBs softens as near term inflation fears cool SA
Published on 8 Dec 2017 at 12:15

Morning Insight 08 December 2017 SA
Published on 8 Dec 2017 at 08:01

Morning Insight 07 December 2017 SA
Published on 7 Dec 2017 at 08:03

Morning Insight 06 December 2017 SA
Published on 6 Dec 2017 at 08:07

Interest in longer-duration tenors wanes, but full slate placed SA
Published on 5 Dec 2017 at 12:32

Morning Insight 04 December 2017 SA
Published on 4 Dec 2017 at 07:50

Interest in ILBs cools amid ZAR rebound and weak inflation dynamics SA
Published on 1 Dec 2017 at 12:08

Morning Insight 1 December 2017 SA
Published on 1 Dec 2017 at 08:09

Treasury completes switch auction as it continues to push out debt obligations SA
Published on 30 Nov 2017 at 16:13

Nov 30 Switch Auction Details SA
Published on 30 Nov 2017 at 11:55

Morning Insight 30 November 2017 SA
Published on 30 Nov 2017 at 08:18

ZAR Morning Insight 29 Nov 2017 SA
Published on 29 Nov 2017 at 08:08

Ratings certainty quells concerns and sends clearing yields lower SA
Published on 28 Nov 2017 at 12:12

Morning Insight 28 November 2017 SA
Published on 28 Nov 2017 at 08:00

Morning Insight 27 November 2017 SA
Published on 27 Nov 2017 at 08:00

ILB demand more than doubles, shorter-dated link strongly favoured SA
Published on 24 Nov 2017 at 12:30

Morning Insight 24 November 2017 SA
Published on 24 Nov 2017 at 07:57

Morning Insight 23 November 2017 SA
Published on 23 Nov 2017 at 07:58

Morning Insight 22 November 2017 SA
Published on 22 Nov 2017 at 07:56

Market shrugs at key risk events as it snaps up higher yields SA
Published on 21 Nov 2017 at 12:07

Morning Insight 21 November 2017 SA
Published on 21 Nov 2017 at 07:51

Morning Insight 20 November 2017 SA
Published on 20 Nov 2017 at 07:59

Treasury fails to fully alott enlarged slate as risks weigh on demand SA
Published on 17 Nov 2017 at 12:22

Morning Insight 17 November 2017 SA
Published on 17 Nov 2017 at 08:03

Morning Insight 16 Nov 2017 SA
Published on 16 Nov 2017 at 07:57

Morning Insight 15 November 2017 SA
Published on 15 Nov 2017 at 07:55

Clearing yields rocket as market accepts riskier SAGBs SA
Published on 14 Nov 2017 at 12:07

Morning Insight 14 November 2017 SA
Published on 14 Nov 2017 at 07:56

Morning Insight 13 November 2017 SA
Published on 13 Nov 2017 at 07:51

Economics

Economic Calendar: Dec 11-15 SA
Published on 8 Dec 2017 at 16:32

ZA Data Review – Mining sector performance bolstered by recovery in global demand SA
Published on 7 Dec 2017 at 14:16

ZA Data Review – Build in FX reserves mostly offset by large reduction in forward position SA
Published on 7 Dec 2017 at 12:41

ZA Data Watch – SACCI BCI rises to 95.1 in November SA
Published on 6 Dec 2017 at 11:50

ZA Data Review – GDP growth softens less than expected to 2.0% q/q in Q3 SA
Published on 5 Dec 2017 at 13:28

ZA Data Watch – Standard Bank PMI declines to 48.8 in November SA
Published on 5 Dec 2017 at 09:31

ZA Data Review – Vehicle sector fares well but economic outlook remains depressed SA
Published on 1 Dec 2017 at 16:30

Economic Calendar: Dec 4-8 2017 SA
Published on 1 Dec 2017 at 14:54

ZA Data Review – Manufacturing sector unlikely to gain traction until structural issues are resolved SA
Published on 1 Dec 2017 at 12:26

ZA Data Review – Strong recovery in exports driving persistent trade surpluses SA
Published on 30 Nov 2017 at 16:38

ZA Data Review – South Africa remains on an unsustainable fiscal path SA
Published on 30 Nov 2017 at 15:04

ZA Data Review – Money supply slumps as corporate credit demand continues to deteriorate SA
Published on 29 Nov 2017 at 12:34

ZA Data Watch – BER BCI remains virtually unchanged, at 34.0 in Q4 vs 35.0 in Q3 SA
Published on 28 Nov 2017 at 12:20

Economic Calendar 27 Nov- 1 Dec SA
Published on 27 Nov 2017 at 06:20

ZA Data Review – SARB remains wary of loosening policy as fiscal and political risks loom large SA
Published on 23 Nov 2017 at 17:13

ZA Data Review – Inflation remains comfortably within SARB’s 3.0% - 6.0% target range SA
Published on 22 Nov 2017 at 12:52

ZA Data Watch – Leading indicator rises to 98.4 in September SA
Published on 21 Nov 2017 at 09:22

Economic Calender: Nov 20-24 2017 SA
Published on 20 Nov 2017 at 09:39

ZA Data Review – Retailers fare much better than expected given tough economic climate SA
Published on 15 Nov 2017 at 16:52

Economic Calender: Nov 13-17 2017 SA
Published on 13 Nov 2017 at 15:08

ZA Data Review – Manufacturers struggling to cope in tough local economic environment SA
Published on 9 Nov 2017 at 16:14

ZA Data Review - Mining sector struggles persist, in spite of recovery in commodity prices SA
Published on 9 Nov 2017 at 14:57

ZA Data Watch – SACCI BCI remains virtually unchanged, at 92.9 in October SA
Published on 8 Nov 2017 at 11:50

ZA Data Review – ZAR volatility limits SARB’s ability to purchase assets SA
Published on 7 Nov 2017 at 12:03

Economic Calendar: Nov 6-10 2017 SA
Published on 6 Nov 2017 at 13:56

ZA Data Watch – Standard Bank PMI shifts slightly higher to 49.6 in October SA
Published on 3 Nov 2017 at 09:40

ZA Data Review – Vehicle sector stabilising but at weak growth levels SA
Published on 1 Nov 2017 at 17:11

ZA Data Review – Manufacturing outlook improves marginally, but structural decline persists SA
Published on 1 Nov 2017 at 12:39

ZA Data Review – Cumulative trade surplus continues to expand on the back of falling imports SA
Published on 31 Oct 2017 at 16:28

ZA Data Watch – Unemployment rate remains sticky at a 14-year high of 27.7% in Q3 SA
Published on 31 Oct 2017 at 11:54