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Intraday Comments

Technical indicators suggest commodity slump set for a correction SA
Published on 17 Jul 2018 at 15:42

Broad-based decline in cost of insuring EM debt SA
Published on 17 Jul 2018 at 15:22

IPSOS poll saying ANC to remain dominant party SA
Published on 17 Jul 2018 at 15:00

ZAR bond volatility relatively benign compared to EM peers SA
Published on 17 Jul 2018 at 13:40

Global stocks edge lower ahead of Fed Chair’s testimony SA
Published on 17 Jul 2018 at 12:52

Hedged positions on USD-ZAR pull back in Q3 SA
Published on 17 Jul 2018 at 11:23

Technical analysis suggests bear flag forming on R186 yield chart SA
Published on 17 Jul 2018 at 10:56

Gold continues to fall by the wayside SA
Published on 17 Jul 2018 at 10:31

ZA Data Watch – Consumer morale ticks lower in Q2, but remains buoyed near all-time high SA
Published on 17 Jul 2018 at 09:51

Front-month Brent contract slides to 3-month low as supply concerns ease SA MX
Published on 17 Jul 2018 at 09:15

Precious and base metals update | Base metals broadly firmer SA
Published on 17 Jul 2018 at 08:26

G4 Morning Commentary SA MX
Published on 17 Jul 2018 at 08:24

ZA Fixed Income: Emerging market bonds looking to turn the corner after rampant Q2 outflows SA
Published on 17 Jul 2018 at 08:11

ZAR Insight: Rand reaches 1-month high against the dollar SA
Published on 17 Jul 2018 at 07:55

Major FX Technicals SA
Published on 17 Jul 2018 at 07:53

ZAR Technicals SA
Published on 17 Jul 2018 at 07:51

Q2 consumer confidence likely to see a correction SA
Published on 16 Jul 2018 at 15:46

SAGB yields retreat despite cautious trading environment SA
Published on 16 Jul 2018 at 15:20

Emerging market equities struggle while EM debt funds rebound SA
Published on 16 Jul 2018 at 14:36

ZAR continue to rally against the USD SA
Published on 16 Jul 2018 at 14:21

United Arab Emirates pledges $10bn investment in S.A. SA
Published on 16 Jul 2018 at 12:56

Trade wars might infringe on Agoa, S.A. rattled. SA
Published on 16 Jul 2018 at 12:54

EM volatility soars ahead of global risk events SA
Published on 16 Jul 2018 at 10:53

Oil prices fall as supply woes ease SA MX
Published on 16 Jul 2018 at 09:39

Precious and base metals update | Gold pinned near 7-month low SA
Published on 16 Jul 2018 at 08:28

G4 Morning Commentary SA MX
Published on 16 Jul 2018 at 08:23

ZA Fixed Income: Inflation data in the spotlight ahead of SARB rate decision this week SA
Published on 16 Jul 2018 at 08:10

ZAR Insight: SARB policy direction remains a bastion of relative rand resilience SA
Published on 16 Jul 2018 at 07:48

Major FX Technicals SA
Published on 16 Jul 2018 at 07:03

ZAR Technicals SA
Published on 16 Jul 2018 at 07:00

Viewpoints

CFTC Weekly: Grip of the USD bulls tightens even further SA
Published on 17 Jul 2018 at 15:36

Weekly Tech Update: USD-ZAR – still favours the bears SA
Published on 16 Jul 2018 at 13:39

ZAR Service: ZAR Market internals update SA
Published on 13 Jul 2018 at 12:56

CFTC Weekly: Long USD bias continues to build SA
Published on 12 Jul 2018 at 15:47

CFTC Weekly: EUR positioning deviating from broader trend SA
Published on 10 Jul 2018 at 15:24

Market Movers | Private sector to shoulder fuel price burden | 9 July 2018 SA
Published on 9 Jul 2018 at 15:56

Weekly Tech Update: USD-ZAR trending lower SA
Published on 9 Jul 2018 at 12:30

ETM Carry Attractiveness Update SA
Published on 6 Jul 2018 at 18:00

CFTC Weekly: USD bullishness climbs on relative growth divergence SA
Published on 2 Jul 2018 at 14:57

ETM ZAR Research: ZAR Risk Monitor - Perfect storm as local risks compounds global risk aversion SA
Published on 2 Jul 2018 at 10:49

CFTC Weekly: Monetary policy divergence emboldens USD bulls SA
Published on 25 Jun 2018 at 14:52

ZAR Research: Weekly Tech Update - USD-ZAR turns bearish SA
Published on 25 Jun 2018 at 11:50

ZAR 6-12m: ZSI crashes back down on offshore events SA
Published on 22 Jun 2018 at 13:28

Market Movers | ZAR vs. TRY | 22 June 2018 SA
Published on 22 Jun 2018 at 13:20

CFTC Weekly: USD bears up ante despite Fed policy talk SA
Published on 18 Jun 2018 at 15:51

ZAR Valuation Assessment: ZAR undervaluation deepens, but EM peers worse SA
Published on 15 Jun 2018 at 15:50

ZAR Research - CFTC Update - USD support fizzles out SA
Published on 13 Jun 2018 at 13:13

ETM Global Viewpoint: Italian Liminality
Published on 11 Jun 2018 at 16:24

CFTC Weekly: Bullish momentum behind USD fades SA
Published on 11 Jun 2018 at 15:56

ETM ZAR Research: Monetary and fiscal rectitude improve to drive resilience higher SA
Published on 11 Jun 2018 at 15:30

CFTC Weekly: Political factors keep pressure on EUR bulls SA
Published on 4 Jun 2018 at 15:29

ETM Market Movers | Q1 GDP Preview | 1 June 2018 SA
Published on 1 Jun 2018 at 12:37

ETM ZAR Research: Carry Attractiveness remains elevated SA
Published on 1 Jun 2018 at 12:20

Africa Viewpoint - African International Bond Market Digests Another $9 Billion - 31 May 2018
Published on 31 May 2018 at 08:27

ZAR Research: Weekly CFTC - Speculators still turning to the USD SA
Published on 30 May 2018 at 17:12

CFTC Weekly: USD bulls continue to turn screws on short bet capitulation SA
Published on 28 May 2018 at 16:34

USD-ZAR Weekly Techs: Worst may be over for USD-ZAR SA
Published on 28 May 2018 at 14:44

ETM Market Movers | S&P Preview | 23 May 2018 SA
Published on 23 May 2018 at 16:07

ETM Market Movers | SARB Preview | 22 May 2018 SA
Published on 22 May 2018 at 14:34

CFTC Weekly: JPY bulls stand up amid continued USD short covering SA
Published on 21 May 2018 at 16:08

Financial Markets

Vanilla Auction: Demand bounces to 1-month high as SARB MPC meeting nears SA
Published on 17 Jul 2018 at 12:08

Africa Insight 17 July 2018
Published on 17 Jul 2018 at 08:10

Morning Insight 17 July 2018 SA
Published on 17 Jul 2018 at 07:50

Africa Insight 16 July 2018
Published on 16 Jul 2018 at 08:52

Morning Insight 16 July 2018 SA
Published on 16 Jul 2018 at 07:52

ILB Auction: Linker demand still benign in last ILB auction before SARB meets SA
Published on 13 Jul 2018 at 11:36

Africa Insight 13 July 2018
Published on 13 Jul 2018 at 08:22

Morning Insight 13 July 2018 SA
Published on 13 Jul 2018 at 07:45

Africa Insight 12 July 2018
Published on 12 Jul 2018 at 08:24

Morning Insight 12 July 2018 SA
Published on 12 Jul 2018 at 07:35

Africa Insight 11 July 2018
Published on 11 Jul 2018 at 08:21

Morning Insight 11 July 2018 SA
Published on 11 Jul 2018 at 07:57

Vanilla Auction: Treasury has no issues in meeting issuance target amid steady demand SA
Published on 10 Jul 2018 at 12:00

Africa Insight 10 July 2018
Published on 10 Jul 2018 at 08:12

Morning Insight 10 July 2018 SA
Published on 10 Jul 2018 at 08:08

Africa Insight 09 July 2018
Published on 9 Jul 2018 at 08:12

Morning Insight 09 July 2018 SA
Published on 9 Jul 2018 at 07:47

ILB Auction: Recent ZAR recovery dampens linker demand in first ILB auction for Q3 SA
Published on 6 Jul 2018 at 11:48

Africa Insight 06 July 2018
Published on 6 Jul 2018 at 08:11

Morning Insight 06 July 2018 SA
Published on 6 Jul 2018 at 07:36

Africa Insight 05 July 2018
Published on 5 Jul 2018 at 08:01

Morning Insight 05 July 2018 SA
Published on 5 Jul 2018 at 07:46

Africa Insight 04 July 2018
Published on 4 Jul 2018 at 08:11

Morning Insight 04 July 2018 SA
Published on 4 Jul 2018 at 07:48

Vanilla Auction: Solid start to H2 for National Treasury as full slate placed SA
Published on 3 Jul 2018 at 12:02

Africa Insight 03 July 2018
Published on 3 Jul 2018 at 08:13

Morning Insight 03 July 2018 SA
Published on 3 Jul 2018 at 07:50

Africa Insight 02 July 2018
Published on 2 Jul 2018 at 08:11

Morning Insight 02 July 2018 SA
Published on 2 Jul 2018 at 07:40

ILB Auction: Soft growth in local monetary environment dampens linker demand SA
Published on 29 Jun 2018 at 11:54

Economics

Economic Calendar: Jul 16 - 20 SA
Published on 13 Jul 2018 at 17:00

Za Data Review - Output firms to 4-month high, buoyed by food and oil sub-sectors SA
Published on 13 Jul 2018 at 11:19

ZA Data Review - Mining index contracts for 3rd straight month amid unresolved charter SA
Published on 12 Jul 2018 at 16:26

Economic Calendar: Jul 09 - 13 SA
Published on 6 Jul 2018 at 17:00

ZA Data Review – Dollar rally in Q2 pressures reserves notably lower SA
Published on 6 Jul 2018 at 12:34

ZA Data Review – Recovery in passenger car sales points to improved retail sales performance SA
Published on 2 Jul 2018 at 17:29

ZA Data Review – Absa PMI compresses to 3-month low with new orders falling below 50-mark SA
Published on 2 Jul 2018 at 15:25

ZA Data Review – Trade surplus narrows y/y as exports continue to contract, imports rise SA
Published on 29 Jun 2018 at 17:36

Economic Calendar: Jul 02 - 06 SA
Published on 29 Jun 2018 at 17:00

ZA Data Review – Scope remains for further improvement in monthly budget numbers SA
Published on 29 Jun 2018 at 15:53

ZA Data Review – Monetary environment tightens amid lack of confidence in the economy SA
Published on 29 Jun 2018 at 13:42

Economic Calendar: Jun 25 - 29 SA
Published on 22 Jun 2018 at 17:00

ZA Data Review – Collapse in exports pressures C/A gap to largest in two years SA
Published on 21 Jun 2018 at 13:39

ZA Data Review – CPI surprises to the downside, amid softer inflation in the food & NAB sector SA
Published on 20 Jun 2018 at 14:36

Economic Calendar: Jun 18 - 22 SA
Published on 15 Jun 2018 at 17:00

ZA Data Review – Mining index at 14-month low despite mostly elevated commodity prices SA
Published on 14 Jun 2018 at 15:30

Test Notification SA
Published on 14 Jun 2018 at 11:23

ZA Data Review – Headwinds for the retail sector appear to be mounting SA
Published on 13 Jun 2018 at 15:21

Economic Calendar: Jun 11 - 15 SA
Published on 8 Jun 2018 at 17:00

ZA Data Review – Output recovers at the start of Q2 but remains relatively lacklustre SA
Published on 7 Jun 2018 at 15:08

ZA Data Review – Softening trend in net reserves could be halted by DXY pullback in June SA
Published on 7 Jun 2018 at 10:50

ZA Data Review – Lacklustre GDP data points to shallow cyclical growth upswing SA
Published on 5 Jun 2018 at 15:38

Economic Calendar: Jun 04 - 08 SA
Published on 1 Jun 2018 at 17:00

ZA Data Review – Recovery in medium & heavy vehicle sales offset by softer passenger car sales SA
Published on 1 Jun 2018 at 16:24

ZA Data Review - Absa pmi falls below 50.0, dragged down by soft business activity SA
Published on 1 Jun 2018 at 15:41

ZA Data Watch – Total NAAMSA vehicle sales growth softens to 2.4% y/y in May SA
Published on 1 Jun 2018 at 14:32

ZA Data Review – Export underperformance keeps trade balance under pressure into Q2 SA
Published on 31 May 2018 at 15:57

ZA Data Review - Producer price growth accelerates more than anticipated in April SA
Published on 31 May 2018 at 14:44

ZA Data Review – Surge in spending pressures deficit wider, sustainability questionable SA
Published on 30 May 2018 at 16:14

ZA Data Review – Monetary environment remains relatively tight amidst SARB’s cautious stance SA
Published on 30 May 2018 at 13:30