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Intraday Comments

EM equities' YTD outperformance threatened by rising UST yields and firmer dollar SA
Published on 23 Apr 2018 at 16:04

3-Month USD-ZAR risk reversal ticks higher SA
Published on 23 Apr 2018 at 15:24

USD-ZAR Implied Vol spikes on EM sell-off, nears coverage of SARB MPC SA
Published on 23 Apr 2018 at 14:05

FRA’s paid as SAGB yields soar SA
Published on 23 Apr 2018 at 12:32

SAGBs weaker as EMs continue to face strong headwinds SA
Published on 23 Apr 2018 at 11:45

ZAR slumps to multi-month low as USD gains traction SA
Published on 23 Apr 2018 at 10:35

10-year U.S Treasury yield eyeing out 3% handle SA
Published on 23 Apr 2018 at 09:38

Oil markets flat as Trump rails against high oil prices SA MX
Published on 23 Apr 2018 at 09:29

G4 Morning Commentary SA
Published on 23 Apr 2018 at 08:15

Major FX Technicals SA
Published on 23 Apr 2018 at 08:05

ZAR Technicals SA
Published on 23 Apr 2018 at 08:03

ZAR Fixed Income: Public sector pay negotiations coming back into focus SA
Published on 23 Apr 2018 at 07:46

ZAR Insight: ZAR on the defensive as US Treasury yields kick significantly higher SA
Published on 23 Apr 2018 at 07:35

USD-ZAR nearing 12.100 as USD continues to surge SA
Published on 20 Apr 2018 at 16:41

Higher inflow into EM bonds amidst uncertain global backdrop SA
Published on 20 Apr 2018 at 15:21

Euro economic surprise index plummets in Q1. SA
Published on 20 Apr 2018 at 14:34

USD-ZAR FWD market's dovish tilt begins to fade as ZAR holds near 12.000 SA
Published on 20 Apr 2018 at 13:59

Eskom plans to tap local debt market SA
Published on 20 Apr 2018 at 12:35

ZAR back above 12.00 on stronger USD SA
Published on 20 Apr 2018 at 11:37

Short-term ZAR and gold price correlation rises SA
Published on 20 Apr 2018 at 10:57

ZAR has been relative island of stability amid higher EM volatility SA
Published on 20 Apr 2018 at 10:02

Foreign interest in SA bonds and stocks climbs further SA
Published on 20 Apr 2018 at 09:48

Base and Precious metals update | Gold sheds on profit taking SA MX
Published on 20 Apr 2018 at 09:00

Further rise in Brent crude price stalls as traders pare long bets SA
Published on 20 Apr 2018 at 08:34

G4 Morning Commentary SA
Published on 20 Apr 2018 at 08:28

ZAR Fixed Income: Conservative SARB looking to build inflation buffer SA
Published on 20 Apr 2018 at 07:45

Major FX Technicals SA
Published on 20 Apr 2018 at 07:43

ZAR Technicals SA
Published on 20 Apr 2018 at 07:41

ZAR Insight: ZAR resilience not that surprising, SARB playing a key role SA
Published on 20 Apr 2018 at 07:35

FRA traders betting rate cuts in the coming months SA
Published on 19 Apr 2018 at 16:15

Viewpoints

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

CFTC Weekly: USD bears and bulls in stalemate SA
Published on 26 Feb 2018 at 15:16

CFTC Weekly: Short covering on USD materialises SA
Published on 19 Feb 2018 at 16:24

ETM ZAR Research: Ramaphosa's Challenge and Opportunity SA
Published on 16 Feb 2018 at 16:00

ETM Viewpoint | Brexit Update | 16 February 2018 SA
Published on 16 Feb 2018 at 10:21

Market Movers | South Africa Budget Preview | 15 February 2018 SA
Published on 15 Feb 2018 at 10:34

ETM Viewpoint | South Africa Rates Outlook | 14 February 2018 SA
Published on 14 Feb 2018 at 11:16

CFTC Weekly: FX Futures market still well net short USD SA
Published on 12 Feb 2018 at 16:57

CFTC Weekly: Futures market increasingly bearish on the USD SA
Published on 5 Feb 2018 at 17:02

Financial Markets

Morning Insight 23 April 2018 SA
Published on 23 Apr 2018 at 08:00

Africa Insight - 23 April 2018
Published on 23 Apr 2018 at 00:52

ILB Auction Once Again Misses Allotment Despite Rising Demand SA
Published on 20 Apr 2018 at 12:13

Morning Insight 20 April 2018 SA
Published on 20 Apr 2018 at 07:39

Africa Insight - 20 April 2018
Published on 20 Apr 2018 at 00:09

Morning Insight 19 April 2018 SA
Published on 19 Apr 2018 at 07:39

Africa Insight - 19 April 2018
Published on 19 Apr 2018 at 00:35

Africa Morning Insight
Published on 18 Apr 2018 at 11:18

Morning Insight 18 April 2018 SA
Published on 18 Apr 2018 at 07:38

Appetite for SAGBs lifts following minor market correction SA
Published on 17 Apr 2018 at 12:06

Morning Insight 17 April 2018 SA
Published on 17 Apr 2018 at 07:35

Morning Insight 16 April 2018 SA
Published on 16 Apr 2018 at 07:43

ILB Auction misses allotment again in second reduced slate auction SA
Published on 13 Apr 2018 at 12:46

Morning Insight 13 April 2018 SA
Published on 13 Apr 2018 at 07:32

Africa Morning Insight
Published on 12 Apr 2018 at 09:11

Morning Insight 12 April 2018 SA
Published on 12 Apr 2018 at 07:47

Morning Insight 11 April 2018 SA
Published on 11 Apr 2018 at 07:48

Interest in SAGBs picks up but demand conditions still subdued SA
Published on 10 Apr 2018 at 12:11

Morning Insight 10 April 2018 SA
Published on 10 Apr 2018 at 07:41

Morning Insight 09 April 2018 SA
Published on 9 Apr 2018 at 07:39

Clear lack of interest in ILBs leads to missed allotment SA
Published on 6 Apr 2018 at 11:59

Morning Insight 06 April 2018 SA
Published on 6 Apr 2018 at 07:41

Morning Insight 05 April 2018 SA
Published on 5 Apr 2018 at 07:43

Morning Insight 04 April 2018 SA
Published on 4 Apr 2018 at 07:51

Interest in SAGBs falls to recent low following extra-long weekend SA
Published on 3 Apr 2018 at 12:06

Morning Insight 03 April 2018 SA
Published on 3 Apr 2018 at 08:01

Morning Insight 29 March 2018 SA
Published on 29 Mar 2018 at 07:51

Major FX Technicals SA
Published on 28 Mar 2018 at 08:06

Morning Insight 28 March 2018 SA
Published on 28 Mar 2018 at 07:59

Moody’s reprieve, rate cut bets bolster interest in SAGBs SA
Published on 27 Mar 2018 at 11:56

Economics

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

Economic Calendar: March 26-30 SA
Published on 23 Mar 2018 at 17:00

ZA Data Review - Retail sales surprised to the downside, yet underlying narrative remains positive SA
Published on 22 Mar 2018 at 16:00

ZA Data Review - CPI plunges to March 2015 low on softer transport, insurance inflation SA
Published on 20 Mar 2018 at 15:07

ZA Data Review – C/A gap narrows in 2017 as terms of trade improve notably SA
Published on 20 Mar 2018 at 13:23

Economic Calendar: March 19-23 SA
Published on 16 Mar 2018 at 17:00

ZA Data Review – Mining production increases more than expected in Jan at 2.4% y/y SA
Published on 15 Mar 2018 at 15:44

ZA Data Review - Manufacturing output growth accelerates to mid-2016 high of 2.5% y/y SA
Published on 13 Mar 2018 at 16:16

Economic Calendar: March 12-16 SA
Published on 9 Mar 2018 at 17:00

Economic Calendar: Mar 05 - 09 SA
Published on 8 Mar 2018 at 07:00

ZA Data Review – Dollar performance likely to determine changes in reserves in coming months SA
Published on 7 Mar 2018 at 11:54

ZA Data Review – Targeted policy reforms required to sustain economic growth momentum SA
Published on 6 Mar 2018 at 15:29

ZA Data Review – Vehicle sector facing numerous headwinds despite better GDP growth outlook SA
Published on 1 Mar 2018 at 15:50

ZA Data Review - ABSA PMI expands for the first time in 9 months, outlook remains upbeat SA
Published on 1 Mar 2018 at 14:44

ZA Data Review – Cumulative, real budget gap widens to near record levels SA
Published on 28 Feb 2018 at 17:43