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Clarity

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

Emerging market FX Vol premiums rising once again SA
Published on 3 Aug 2020 at 16:10

ZA Data Watch - July NAAMSA Vehicle Sales SA
Published on 3 Aug 2020 at 15:25

ZA DATA - July Absa Manufacturing PMI SA
Published on 3 Aug 2020 at 11:24

USD-ZAR surges through 17.2000 to kick off August SA
Published on 3 Aug 2020 at 09:48

Topside movements in oil to be capped by expectations for a slow recovery in demand SA
Published on 3 Aug 2020 at 09:01

G4 Morning Commentary SA
Published on 3 Aug 2020 at 08:27

Morning Insight: 3 August 2020 SA
Published on 3 Aug 2020 at 08:23

Global Equity Update | Cautious start to August for Asian stocks SA
Published on 3 Aug 2020 at 08:18

Global FX Update | USD halts retreat amid increasing levels of risk aversion SA
Published on 3 Aug 2020 at 08:12

ZA Fixed Income: 3 August 2020 SA
Published on 3 Aug 2020 at 07:57

ZAR Insight: 3 August 2020 SA
Published on 3 Aug 2020 at 07:55

Precious and Base Metals Update SA
Published on 3 Aug 2020 at 07:08

ZAR Technicals SA
Published on 3 Aug 2020 at 06:42

Budget deficit numbers imply massive pressure on tax intake SA
Published on 31 Jul 2020 at 16:25

SARB to play a supportive role but defends mandate SA
Published on 31 Jul 2020 at 16:11

OECD suggests a second wave will see SA’s economy contract by 8.2% SA
Published on 31 Jul 2020 at 15:07

ZA Data - June Trade Balance SA
Published on 31 Jul 2020 at 14:19

SARB makes changes to its OMO toolkit to manage liquidity levels SA
Published on 31 Jul 2020 at 10:55

ZAR risk reversals back at pre-March levels SA
Published on 31 Jul 2020 at 09:54

Oil looks set to record a third monthly advance SA
Published on 31 Jul 2020 at 08:47

G4 Morning Commentary SA
Published on 31 Jul 2020 at 08:27

Global Equity Update | Asian stocks retreat over risks to global growth recovery SA
Published on 31 Jul 2020 at 08:20

Global FX Update | Trade weighted USD slides following disappointing GDP data SA
Published on 31 Jul 2020 at 08:19

ZA Fixed Income: 31 July 2020 SA
Published on 31 Jul 2020 at 08:05

ZAR Insight: 31 July 2020 SA
Published on 31 Jul 2020 at 08:00

ZAR Technicals SA
Published on 31 Jul 2020 at 07:30

Precious and Base Metals Update SA
Published on 31 Jul 2020 at 06:51

US economy shrinks more than 30% in Q2, dollar retreats SA
Published on 30 Jul 2020 at 15:31

ZA Data – June Monthly budget balance SA
Published on 30 Jul 2020 at 15:28

USD-ZAR FWD curve steepens through July SA
Published on 30 Jul 2020 at 12:06

Viewpoints

FX Service | Weekly Techs USD-ZAR SA
Published on 3 Aug 2020 at 17:38

ETM Tech Report EUR-USD SA
Published on 3 Aug 2020 at 08:18

ETM Tech Report: DXY SA
Published on 1 Aug 2020 at 10:52

FX Service | ZAR Carry Attractiveness Tool: July 2020 - Update SA
Published on 31 Jul 2020 at 14:29

FX Service | Weekly CFTC SA
Published on 30 Jul 2020 at 14:42

FX Service | Weekly Techs USD-ZAR SA
Published on 27 Jul 2020 at 17:38

ETM Tech Report EUR-USD SA
Published on 27 Jul 2020 at 08:04

ETM Tech Report: DXY SA
Published on 25 Jul 2020 at 11:41

SARB MPC Preview: July 2020 SA
Published on 22 Jul 2020 at 15:59

FX Service | Weekly Techs USD-ZAR SA
Published on 20 Jul 2020 at 17:05

ETM Tech Report EUR-USD SA
Published on 20 Jul 2020 at 07:46

ETM Tech Report: DXY SA
Published on 18 Jul 2020 at 11:26

FX Service | Valuation Tool: July 2020 SA
Published on 17 Jul 2020 at 16:26

FX Service | Weekly CFTC SA
Published on 16 Jul 2020 at 15:40

ETM Africa Viewpoint: Pan-Africa trade July 2020
Published on 16 Jul 2020 at 08:27

FX Service | Weekly Techs USD-ZAR SA
Published on 13 Jul 2020 at 17:49

ETM Tech Report EUR-USD SA
Published on 13 Jul 2020 at 08:21

ETM Tech Report: DXY SA
Published on 11 Jul 2020 at 11:34

FX Service | ZAR Carry Attractiveness Tool: July 2020 SA
Published on 10 Jul 2020 at 14:22

FX Service | Weekly CFTC SA
Published on 9 Jul 2020 at 15:28

FX Service | Weekly Techs USD-ZAR SA
Published on 6 Jul 2020 at 17:37

ETM Tech Report EUR-USD SA
Published on 6 Jul 2020 at 08:06

ETM Tech Report: DXY SA
Published on 4 Jul 2020 at 08:40

FX Service | ZAR Monthly Dashboard: July 2020 SA
Published on 3 Jul 2020 at 14:11

FX Service | Weekly CFTC SA
Published on 2 Jul 2020 at 16:15

FX Service | Weekly Techs USD-ZAR SA
Published on 29 Jun 2020 at 17:12

ETM Tech Report EUR-USD SA
Published on 29 Jun 2020 at 07:55

ETM Tech Report: DXY SA
Published on 27 Jun 2020 at 09:01

FX Service | Supplementary Budget Viewpoint June 2020 SA
Published on 26 Jun 2020 at 14:51

FX Service | Weekly CFTC SA
Published on 25 Jun 2020 at 15:30

Financial Markets

Southern Africa Weekly Report: 3 August - 7 August 2020
Published on 3 Aug 2020 at 13:56

US Opening Bell 03 August 2020 SA
Published on 3 Aug 2020 at 12:42

Africa Insight 3 August 2020
Published on 3 Aug 2020 at 08:24

West/North Africa Weekly Report: 27 July - 7 August 2020
Published on 31 Jul 2020 at 18:33

ILB Auction 31 July SA
Published on 31 Jul 2020 at 12:58

US Opening Bell 31 July 2020 SA
Published on 31 Jul 2020 at 12:31

Africa Insight 31 July 2020
Published on 31 Jul 2020 at 08:12

Morning Insight 31 July 2020 SA
Published on 31 Jul 2020 at 07:31

US Opening Bell 30 July 2020 SA
Published on 30 Jul 2020 at 12:32

Africa Insight 30 July 2020
Published on 30 Jul 2020 at 08:10

Morning Insight 30 July 2020 SA
Published on 30 Jul 2020 at 07:54

US Opening Bell 29 July 2020 SA
Published on 29 Jul 2020 at 12:38

Africa Insight 29 July 2020
Published on 29 Jul 2020 at 08:36

Morning Insight 29 July 2020 SA
Published on 29 Jul 2020 at 07:29

East Africa Weekly Report: 27-31 July 2020
Published on 28 Jul 2020 at 17:13

Vanilla Auction: 28 July 2020 SA
Published on 28 Jul 2020 at 13:09

US Opening Bell 28 July 2020 SA
Published on 28 Jul 2020 at 12:42

Africa Insight 28 July 2020
Published on 28 Jul 2020 at 08:22

Morning Insight 28 July 2020 SA
Published on 28 Jul 2020 at 07:38

Southern Africa Weekly Report: 27 July - 31 July 2020
Published on 27 Jul 2020 at 14:07

US Opening Bell 27 July 2020 SA
Published on 27 Jul 2020 at 12:31

Africa Insight 27 July 2020
Published on 27 Jul 2020 at 07:54

Morning Insight 27 July 2020 SA
Published on 27 Jul 2020 at 07:04

West/North Africa Weekly Report: 20-31 July 2020
Published on 25 Jul 2020 at 07:56

ILB Auction 24 July SA
Published on 24 Jul 2020 at 13:10

US Opening Bell 24 July 2020 SA
Published on 24 Jul 2020 at 12:43

Africa Insight 24 July 2020
Published on 24 Jul 2020 at 08:14

Morning Insight 24 July 2020 SA
Published on 24 Jul 2020 at 07:14

US Opening Bell 23 July 2020 SA
Published on 23 Jul 2020 at 12:37

Africa Insight 23 July 2020
Published on 23 Jul 2020 at 07:50

Economics

ZA Data Watch - July NAAMSA Vehicle Sales SA
Published on 3 Aug 2020 at 15:25

ZA DATA - July Absa Manufacturing PMI SA
Published on 3 Aug 2020 at 11:24

Economic Calendar: Aug 03 - 07 SA
Published on 31 Jul 2020 at 17:00

ZA Data - June Trade Balance SA
Published on 31 Jul 2020 at 14:19

ZA Data – June Monthly budget balance SA
Published on 30 Jul 2020 at 15:28

ZA Data - June PPI SA
Published on 30 Jul 2020 at 11:40

ZA DATA - June CPI SA
Published on 29 Jul 2020 at 10:30

ZA Data Watch - June M3 Money Supply and PSCE SA
Published on 29 Jul 2020 at 08:23

ZA Data Watch - Q1 Non-farm Payrolls SA
Published on 28 Jul 2020 at 11:58

Economic Calendar: Jul 27 - 31 SA
Published on 26 Jul 2020 at 18:08

ZA CB Review - July 2020 SA
Published on 23 Jul 2020 at 17:14

ZA Data Watch - April & May Retail Sales SA
Published on 22 Jul 2020 at 13:27

ZA Data - May leading indicator SA
Published on 21 Jul 2020 at 09:22

Economic Calendar: Jul 20 - 24 SA
Published on 17 Jul 2020 at 17:00

ZA Data Watch –  May PPI SA
Published on 16 Jul 2020 at 12:14

ZA Data - May CPI SA
Published on 15 Jul 2020 at 10:16

ZA Data Watch - May Mining Production SA
Published on 14 Jul 2020 at 11:30

Economic Calendar: Jul 13 - 17 SA
Published on 10 Jul 2020 at 17:00

ZA Data – April Manufacturing Production SA
Published on 9 Jul 2020 at 13:29

ZA Data Watch - Q2 BER Consumer Confidence SA
Published on 7 Jul 2020 at 10:17

ZA Data Watch - June Gross and Net Reserves SA
Published on 7 Jul 2020 at 08:26

Economic Calendar: 6-10 July SA
Published on 3 Jul 2020 at 17:03

ZA DATA - Standard Bank PMI June SA
Published on 3 Jul 2020 at 09:38

ZA Data Watch - Q1 Current Account SA
Published on 2 Jul 2020 at 11:00

ZA Data Watch – June NAAMSA vehicle sales SA
Published on 1 Jul 2020 at 15:09

ZA Data Watch - June Absa Manufacturing PMI SA
Published on 1 Jul 2020 at 11:36

ZA Data Watch - May Trade Balance SA
Published on 30 Jun 2020 at 14:36

ZA Data - May Budget Balance SA
Published on 30 Jun 2020 at 14:19

ZA Data Watch - Q1 GDP SA
Published on 30 Jun 2020 at 11:40

ZA Data –   May M3 money supply and PSCE SA
Published on 30 Jun 2020 at 08:25

Quant Analytics

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

Resilience Cross Section Table SA
Published on 11 Dec 2019 at 11:27

ZAR resilience and sub-components SA
Published on 10 Dec 2019 at 11:34

ZAR Sentiment Indicator SA
Published on 9 Dec 2019 at 11:24

ZAR Sentiment Indicator SA
Published on 2 Dec 2019 at 14:54

ZAR Monetary Rectitude SA
Published on 15 Nov 2019 at 12:59