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Intraday Comments

Carney's parliamentary hearing strikes dovish tone, sending GBP sliding SA
Published on 17 Oct 2017 at 13:45

Local CPI data in focus on Wednesday, SARB sees lingering topside risks to inflation SA
Published on 17 Oct 2017 at 11:50

USD-ZAR spikes upon news of cabinet reshuffle SA
Published on 17 Oct 2017 at 10:59

BoE neutrality under pressure as inflation ticks higher SA
Published on 17 Oct 2017 at 10:58

Receiver bias slowly returning to longer-duration FRAs SA
Published on 17 Oct 2017 at 10:18

Oil market remains underpinned by escalating geopolitical tension SA
Published on 17 Oct 2017 at 08:32

G4 Morning Commentary SA
Published on 17 Oct 2017 at 08:31

Major FX Technicals SA
Published on 17 Oct 2017 at 08:30

ZAR Technicals SA
Published on 17 Oct 2017 at 08:29

ZAR Fixed Income: Noiseflow quietens down ahead of key local releases SA
Published on 17 Oct 2017 at 07:30

ZAR Insight: Slight retreat in ZAR nothing to be concerned about SA
Published on 17 Oct 2017 at 07:12

U.S. manufacturing optimism soars in October SA
Published on 16 Oct 2017 at 14:46

Palladium clears the $1000/oz mark as demand continues to rise SA
Published on 16 Oct 2017 at 14:35

Market trims short USD bets but bearishness still elevated SA
Published on 16 Oct 2017 at 11:14

U.S.T curve flattens amid as inflation expectations stay weak SA
Published on 16 Oct 2017 at 10:11

Geopolitics back in focus, oil markets bolstered by fresh supply-side risks SA
Published on 16 Oct 2017 at 08:14

Major FX Technicals SA
Published on 16 Oct 2017 at 08:12

ZAR Technicals SA
Published on 16 Oct 2017 at 08:10

ZAR Fixed Income: SAA back in the spotlight as we head closer to MTBPS SA
Published on 16 Oct 2017 at 07:47

ZAR Insight: A calmer start to the week as market mulls over political events SA
Published on 16 Oct 2017 at 07:36

G4 Morning Commentary SA
Published on 16 Oct 2017 at 07:35

Soft U.S. data gives ZAR additional push SA
Published on 13 Oct 2017 at 16:00

U.S. CPI data disappoints, dollar slides on decreased bets of Fed rate hike SA
Published on 13 Oct 2017 at 14:48

New agreement sees SAA's debt obligation extended to October, reveals Gigaba SA
Published on 13 Oct 2017 at 13:43

S&P notes South Africa and Turkey as examples of worrying trend SA
Published on 13 Oct 2017 at 11:32

Key domestic event risks expected to continue to trigger knee-jerk moves across vol curve SA
Published on 13 Oct 2017 at 11:22

Supreme Court upholds ruling that Zuma corruption charges should be reinstated SA
Published on 13 Oct 2017 at 10:12

Inflationary impulse in EU remains modest but shows signs of acceleration SA
Published on 13 Oct 2017 at 09:54

Oil to remain underpinned for now, US data today could induce some volatility SA
Published on 13 Oct 2017 at 08:49

Major FX Technicals SA
Published on 13 Oct 2017 at 08:47

Viewpoints

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

CFTC Weekly: USD bearishness climbs to YTD high
Published on 2 Oct 2017 at 15:50

ZAR Technical Analysis: Signs that longer-term inflection point is approaching SA
Published on 29 Sep 2017 at 10:00

Market Movers: Caution warranted against turning ZAR bearish on the back of recent breakout SA
Published on 27 Sep 2017 at 15:44

CFTC Weekly: Short bets on USD inch higher
Published on 25 Sep 2017 at 11:32

ETM Viewpoint September 2017 - SARB vs Fed on portfolio flows SA
Published on 22 Sep 2017 at 09:51

Market Movers: Doves expected to have the upper hand, 25bp rate cut by SARB likely this week SA
Published on 19 Sep 2017 at 11:05

CFTC Weekly: Market steadily increases short bets on USD
Published on 18 Sep 2017 at 15:00

What turns the ZAR cycle? SA
Published on 15 Sep 2017 at 09:53

Viewpoint |SA Government Debt Dynamics |14 September 2017 SA
Published on 14 Sep 2017 at 09:34

CFTC Weekly: Conditions still favour USD short interest
Published on 11 Sep 2017 at 16:35

ZAR Valuation SA
Published on 7 Sep 2017 at 09:55

CFTC Weekly: Shorting interest on USD grinds higher
Published on 4 Sep 2017 at 16:09

ZAR 6-12m View: ZAR appreciative potential intact SA
Published on 1 Sep 2017 at 10:14

Viewpoint | Eurozone Fiscal Union | 31 August 2017 SA
Published on 31 Aug 2017 at 09:29

Market movers: Palladium reaches 16-year high SA
Published on 29 Aug 2017 at 13:49

CFTC Weekly: Market remains placed for USD weakness SA
Published on 28 Aug 2017 at 16:39

Market Movers: ECB Policy Expectations SA
Published on 28 Aug 2017 at 13:54

ZAR Risk Report SA
Published on 25 Aug 2017 at 10:03

Viewpoint | Oil Market Update | 24 August 2017 SA
Published on 24 Aug 2017 at 11:59

ETM Market Movers_Q2 Economic Growth Expectations_24 August 2017 SA
Published on 24 Aug 2017 at 09:26

CFTC Weekly: Net USD shorts fall but still elevated SA
Published on 21 Aug 2017 at 17:08

CFTC Weekly: Data continues to support USD bears SA
Published on 14 Aug 2017 at 16:14

ETM ZAR Research: 6-12m View - Politics detract from ZAR potential SA
Published on 11 Aug 2017 at 13:46

Financial Markets

Lure of SAGBs wanes as key risk events come into view SA
Published on 17 Oct 2017 at 12:22

Morning Insight 17 October 2017 SA
Published on 17 Oct 2017 at 07:44

Morning Insight 16 October 2017 SA
Published on 16 Oct 2017 at 07:51

ILB demand modestly higher, bids equally distributed across tenors SA
Published on 13 Oct 2017 at 12:40

Morning Insight 13 October 2017 SA
Published on 13 Oct 2017 at 08:48

Morning Insight 12 October 2017 SA
Published on 12 Oct 2017 at 08:13

Morning Insight 11 October 2017 SA
Published on 11 Oct 2017 at 07:50

Attractive yields keeps interest in med to long duration bonds strong SA
Published on 10 Oct 2017 at 12:24

Morning Insight 10 October 2017 SA
Published on 10 Oct 2017 at 07:48

Morning Insight 09 October 2017 SA
Published on 9 Oct 2017 at 07:55

ILB demand mostly unchanged, middle dated linker favoured SA
Published on 6 Oct 2017 at 12:24

Morning Insight 06 October 2017 SA
Published on 6 Oct 2017 at 07:56

Morning Insight 05 October 2017 SA
Published on 5 Oct 2017 at 07:56

Morning Insight 04 October 2017 SA
Published on 4 Oct 2017 at 07:51

Market still reveals preference for duration-heavy tenor SA
Published on 3 Oct 2017 at 12:22

Morning Insight 03 October 2017 SA
Published on 3 Oct 2017 at 07:51

Morning Insight 02 October 2017 SA
Published on 2 Oct 2017 at 07:59

ILB demand slips further, all three linkers attract equal interest SA
Published on 29 Sep 2017 at 12:35

Morning Insight 29 September 2017 SA
Published on 29 Sep 2017 at 07:59

Morning Insight 28 September 2017 SA
Published on 28 Sep 2017 at 07:58

Morning Insight 27 September 2017 SA
Published on 27 Sep 2017 at 07:45

Demand softens slightly as global geopolitics come to the fore SA
Published on 26 Sep 2017 at 12:15

Morning Insight 26 September 2017 SA
Published on 26 Sep 2017 at 07:48

Demand for ILBs supported by perceived upside shift in inflation risks SA
Published on 22 Sep 2017 at 12:21

Morning Insight 22 September 2017 SA
Published on 22 Sep 2017 at 07:55

Morning Insight 21 September 2017 SA
Published on 21 Sep 2017 at 07:42

Morning Insight 20 September 2017 SA
Published on 20 Sep 2017 at 07:41

Market reveals unwavering appetite for longer-duration vanillas SA
Published on 19 Sep 2017 at 12:00

Morning Insight 19 September 2017 SA
Published on 19 Sep 2017 at 07:51

Morning Insight 18 September 2017 SA
Published on 18 Sep 2017 at 07:58

Economics

Economic Calendar 16 Oct-20 Oct SA
Published on 16 Oct 2017 at 06:51

ZA Data Review – Higher commodity prices boosts growth, volumes still relatively soft SA
Published on 12 Oct 2017 at 14:38

Economic Calendar 09 Oct-13 Oct SA
Published on 12 Oct 2017 at 07:42

ZA Data Review: Strong export demand providing some support to manufacturers SA
Published on 10 Oct 2017 at 17:33

ZA Data Review – SARB not looking to bulk up reserves as rand loses some ground SA
Published on 6 Oct 2017 at 11:41

ZA Data Watch – SACCI BCI recovers off multi-decade trough, but remains soft at 93.0 in September SA
Published on 5 Oct 2017 at 11:47

ZA Data Watch – Standard Bank PMI shifts deeper into contractionary territory, to 48.5 in September SA
Published on 4 Oct 2017 at 09:37

Economic Calendar 02 Oct-06 Oct SA
Published on 4 Oct 2017 at 08:14

ZA Data Review – Vehicle sector stabilising but a significant improvement in demand remains unlikely SA
Published on 2 Oct 2017 at 17:45

ZA Data Review – Manufacturing sector in tough spot, continues to shed jobs SA
Published on 2 Oct 2017 at 14:16

ZA Data Review – Soft import demand set to keep trade surplus intact in months to come SA
Published on 29 Sep 2017 at 17:06

ZA Data Review - Budget deficit continues to widen on a cumulative basis, fiscal slippage persists SA
Published on 29 Sep 2017 at 15:33

ZA Data Review – Monetary growth stagnating and expected to remain soft SA
Published on 29 Sep 2017 at 11:58

ZA Data Review – Build in fuel inflation pushes PPI higher and poses topside risks in Sep SA
Published on 28 Sep 2017 at 14:59

Economic Calendar 25 Sep - 29 Sep SA
Published on 26 Sep 2017 at 12:23

ZA Data Watch – Leading indicator rises to 97.3 in July SA
Published on 26 Sep 2017 at 09:18

ZA CB Review – SARB sows confusion as to how it views interest rate trajectory SA
Published on 21 Sep 2017 at 17:39

ZA CB Review – SARB sows confusion as to how it views interest rate trajectory SA
Published on 21 Sep 2017 at 17:39

ZA Data Review – Despite recent uptick, CPI still seen decelerating in remaining months of 2017 SA
Published on 20 Sep 2017 at 14:26

Economic Calendar 18 Sep - 22 Sep SA
Published on 18 Sep 2017 at 15:57

ZA Data Review – C/A gap widens but the trend still shows a narrowing shortfall SA
Published on 14 Sep 2017 at 14:53

Economic Calendar 11 Sep-15 Sep SA
Published on 14 Sep 2017 at 07:36

ZA Data Review – Retail sector feeling the impact of tight household budgets SA
Published on 13 Sep 2017 at 17:07

ZA Data Watch – BER BCI recovers off 8-year low to 35.0 in Q3 SA
Published on 13 Sep 2017 at 12:18

Economic Calendar 11 Sep-14 Sep SA
Published on 11 Sep 2017 at 08:46

Morning Insight 11 September 2017 SA
Published on 11 Sep 2017 at 07:46

ZA Data Review - Structural decline in manufacturing persists amid investment hiatus SA
Published on 7 Sep 2017 at 16:15

ZA Data Review - Mining loses resilience, structural barriers still exerting a drag SA
Published on 7 Sep 2017 at 13:16

ZA Data Review – Rand resilience may entice SARB to accumulate reserves, yet ZAR volatility remains a concern SA
Published on 7 Sep 2017 at 10:54

ZA Data Watch – SACCI business confidence index drops to lowest level since August 1985 to 89.6 in August SA
Published on 6 Sep 2017 at 11:45