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Intraday Comments

State capture and query concerns reflect reform realities SA
Published on 19 Jan 2018 at 16:55

Front end of IRS curve remains received despite SARB concerns SA
Published on 19 Jan 2018 at 16:39

Persistent ZAR strength to aid in further alleviating inflation risks SA
Published on 19 Jan 2018 at 15:00

FRAs attracting payer interest following SARB rate hold SA
Published on 19 Jan 2018 at 13:45

ZAR on the back foot following yesterday’s gains SA
Published on 19 Jan 2018 at 10:53

Front end of vol curve flattens on recent rand gains SA
Published on 19 Jan 2018 at 10:35

Rising US oil production pressures market lower SA
Published on 19 Jan 2018 at 09:51

G4 Morning Commentary SA
Published on 19 Jan 2018 at 08:09

ZAR Fixed Income: Despite softer inflation, SARB stands pat with 4.5% in their sights SA
Published on 19 Jan 2018 at 07:53

ZAR Insight: SARB decision preserves high degree of monetary support for ZAR SA
Published on 19 Jan 2018 at 07:41

Major FX Technicals SA
Published on 19 Jan 2018 at 07:12

ZAR Technicals SA
Published on 19 Jan 2018 at 07:09

ZAR stronger on the back of rate pause SA
Published on 18 Jan 2018 at 15:48

ZA CB Watch – SARB leaves repo rate unchanged, inline with median expectations SA
Published on 18 Jan 2018 at 15:30

ZA CB Watch – SARB leaves benchmark repo rate unchanged at 6.75% SA
Published on 18 Jan 2018 at 15:24

Zuma removal not on NEC agenda says Secretary-General SA
Published on 18 Jan 2018 at 15:08

S&P sees "clear danger" of default by Eskom SA
Published on 18 Jan 2018 at 14:24

Oil to remain supported as EIA stays in focus SA
Published on 18 Jan 2018 at 14:00

South Africa's Foreign Bond Ownership levels eclipsed by only Czech Republic and Peru SA
Published on 18 Jan 2018 at 13:32

SARB Preview: SARB has room to cut rates, but might continue to err on the side of caution SA
Published on 18 Jan 2018 at 12:26

Fin Min Gigaba indicates Treasury cannot fund Eskom bailout SA
Published on 18 Jan 2018 at 10:07

Ramaphosa making right noises for ratings agencies SA
Published on 18 Jan 2018 at 08:36

G4 Morning Commentary SA
Published on 18 Jan 2018 at 08:11

ZAR Fixed Income: Pressure on Zuma ramps up further as legal cases start to tackle corruption SA
Published on 18 Jan 2018 at 07:45

ZAR Insight: SARB and NEC in focus, consensus is no change on both, but risk of a cut and an ousting rising SA
Published on 18 Jan 2018 at 07:27

Major FX Technicals SA
Published on 18 Jan 2018 at 07:15

ZAR Technicals SA
Published on 18 Jan 2018 at 07:13

Not insignificant losses for global banks to Steinhoff collapse raise questions about local banks exposure SA
Published on 17 Jan 2018 at 16:48

Cryptocurrencies face short squeeze as prices plummet SA
Published on 17 Jan 2018 at 16:31

GBP-EUR cross testing key tech level as the EUR rally falters SA
Published on 17 Jan 2018 at 15:10

Viewpoints

ETM ZAR Research: SARB decision ensures that ZAR Resilience is enhanced SA
Published on 19 Jan 2018 at 15:05

Market Movers | BoJ January MPC Preview | 19 January 2018 SA
Published on 19 Jan 2018 at 12:56

CFTC Weekly: USD bulls under pressure amid mixed data SA
Published on 15 Jan 2018 at 17:14

ZAR 6-12m View: ZSI still hints at more ZAR strength SA
Published on 12 Jan 2018 at 15:08

Market Movers | Political & Economic Event Risks | 12 January 2018 SA
Published on 12 Jan 2018 at 08:40

CFTC Weekly: USD kicks of 2018 in grips of bears SA
Published on 8 Jan 2018 at 14:44

ETM ZAR Research: Weekly Technical Update - Sentiment Matrix points to a loss of downside momentum SA
Published on 8 Jan 2018 at 11:25

CFTC Weekly: Fed rate hike can't stop increase in USD shorting interest SA
Published on 18 Dec 2017 at 14:42

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

Financial Markets

Demand for ILBs recovers following upside revision to inflation forecasts SA
Published on 19 Jan 2018 at 12:05

Morning Insight 19 January 2018 SA
Published on 19 Jan 2018 at 07:57

Morning Insight 18 January 2018 SA
Published on 18 Jan 2018 at 07:56

Morning Insight 17 January 2018 SA
Published on 17 Jan 2018 at 07:56

Bidding interest remains robust as SARB MPC nears SA
Published on 16 Jan 2018 at 12:06

Morning insight 16 January 2018 SA
Published on 16 Jan 2018 at 07:34

Morning insight 15 January 2018 SA
Published on 15 Jan 2018 at 08:01

ILB interest sinks as demand for inflation-protection wanes SA
Published on 12 Jan 2018 at 11:59

Morning insight 12 January 2018 SA
Published on 12 Jan 2018 at 07:59

Morning insight 11 January 2018 SA
Published on 11 Jan 2018 at 08:02

Morning insight 10 January 2018 SA
Published on 10 Jan 2018 at 07:30

Demand rockets as sentiment on SAGBs turns the corner SA
Published on 9 Jan 2018 at 12:17

Morning insight 09 December 2017 SA
Published on 9 Jan 2018 at 07:57

Morning insight 08 January 2018 SA
Published on 8 Jan 2018 at 07:54

Rand recovery cools demand for ILBs as inflation outlook improves SA
Published on 5 Jan 2018 at 11:53

Morning insight 05 January 2018 SA
Published on 5 Jan 2018 at 08:30

Morning insight 04 January 2018 SA
Published on 4 Jan 2018 at 08:22

Morning insight 04 January 2018 SA
Published on 4 Jan 2018 at 07:12

Morning insight 03 January 2018 SA
Published on 3 Jan 2018 at 07:30

Morning insight 02 January 2018 SA
Published on 2 Jan 2018 at 09:33

Morning insight 02 January 2018 SA
Published on 2 Jan 2018 at 07:49

Morning insight 22 December 2017 SA
Published on 22 Dec 2017 at 07:23

Morning insight 21 December 2017 SA
Published on 21 Dec 2017 at 07:38

Morning insight 20 December 2017 SA
Published on 20 Dec 2017 at 07:22

Morning insight 19 December 2017 SA
Published on 19 Dec 2017 at 07:47

Morning insight 18 December 2017 SA
Published on 18 Dec 2017 at 07:33

Treasury completes another switch auction SA
Published on 15 Dec 2017 at 14:56

Interest in ILBs lifts despite data pointing to sustained disinflation SA
Published on 15 Dec 2017 at 12:03

Morning insight 15 December 2017 SA
Published on 15 Dec 2017 at 07:29

Morning insight 14 December 2017 SA
Published on 14 Dec 2017 at 07:11

Economics

Economic Calendar: Jan 22-26 SA
Published on 19 Jan 2018 at 12:03

ZA CB Review – January MPC: Cautious SARB misses out on opportunity to lower rates SA
Published on 18 Jan 2018 at 17:29

ZA Data Review – Retail sector presumably bolstered by Black Friday sales SA
Published on 17 Jan 2018 at 16:59

ZA Data Review – Mining sector benefits from higher commodity prices and global economic upswing SA
Published on 16 Jan 2018 at 15:50

ZA Data Review – Manufacturing activity remains weak, limiting employment prospects SA
Published on 12 Jan 2018 at 14:05

Economic Calendar: Jan 15-19 SA
Published on 12 Jan 2018 at 13:52

ZA Data Review – Swift policy reforms required to improve outlook for key sectors SA
Published on 11 Jan 2018 at 16:28

ZA Data Watch – SACCI BCI climbs to 11-month high of 96.4 in December SA
Published on 10 Jan 2018 at 11:53

ZA Data Review – Vehicle sector loses resilience in December, but remains in a better condition relative to prior years SA
Published on 9 Jan 2018 at 17:30

ZA Data Review – Strong ZAR, if sustained, may prompt SARB to accumulate FX reserves SA
Published on 8 Jan 2018 at 12:17

Economic Calendar: Jan 8-12 SA
Published on 5 Jan 2018 at 16:00

ZA Data Watch – Standard Bank PMI slips to its lowest level since April 2016 in December SA
Published on 4 Jan 2018 at 09:40

ZA Data Review – Money supply growth accelerates but remains soft and unlikely to bolster inflation SA
Published on 3 Jan 2018 at 14:36

ZA Data Review – Surplus widens as exports remain resilient, imports dwindle SA
Published on 3 Jan 2018 at 14:15

ZA Data Review – Fiscal dynamics remain a concern, revenue collection risks persist SA
Published on 3 Jan 2018 at 13:48

Economic Calendar: Jan 1-5 SA
Published on 2 Jan 2018 at 11:10

ZA Data Watch – SARB’s leading indicator climbs to 105.4 in October SA
Published on 19 Dec 2017 at 09:19

Economic Calendar: Dec 18-22 SA
Published on 15 Dec 2017 at 13:56

ZA Data Review – Large trade surplus to keep C/A deficit contained for now SA
Published on 14 Dec 2017 at 13:43

ZA Data Review – Higher transport inflation bolsters producer price growth SA
Published on 14 Dec 2017 at 13:21

ZA Data Review – Soft inflation helping to keep retail activity resilient SA
Published on 13 Dec 2017 at 15:33

ZA Data Review – Core inflation softens to 2012 low as price pressures continue to dissipate SA
Published on 13 Dec 2017 at 12:50

ZA Data Review – Strong food and iron ore output helps offset weakness in other key manufacturing sectors SA
Published on 12 Dec 2017 at 15:24

ZA Data Watch – Employment continues to decline in Q3, by 0.3% q/q and 0.9% y/y SA
Published on 12 Dec 2017 at 11:53

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