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Intraday Comments

ZA CB Watch – As anticipated, SARB leaves repo rate unchanged at 6.75% in November SA
Published on 23 Nov 2017 at 15:30

SARB leaves repo rate unchanged at 6.75% SA
Published on 23 Nov 2017 at 15:29

SAGBs reflect strong performance but trend may be nearing turning point SA
Published on 23 Nov 2017 at 10:14

Amid Fed fears, market inflation expectations remain weak SA
Published on 23 Nov 2017 at 09:29

Major FX Technicals SA
Published on 23 Nov 2017 at 08:09

ZAR Technicals SA
Published on 23 Nov 2017 at 08:07

US supply dynamics provide short-term boost to oil markets SA
Published on 23 Nov 2017 at 08:05

G4 Morning Commentary SA
Published on 23 Nov 2017 at 08:02

ZAR Fixed Income: SARB to announce decision post more dovish Fed and a more resilient ZAR SA
Published on 23 Nov 2017 at 07:50

ZAR Insight: If SA avoids a local currency downgrade from Moody’s it will stay in WGBI SA
Published on 23 Nov 2017 at 06:59

Gigaba suggests government spending cuts and revenue increases will come at next year's budget SA
Published on 22 Nov 2017 at 16:03

Ratings decision on Friday in thin market conditions SA
Published on 22 Nov 2017 at 14:30

USD-ZAR options market points to high price uncertainty, but not outright rand bearishness SA
Published on 22 Nov 2017 at 14:04

ZAR-USD 10yr Bond spread shows SA remains risky SA
Published on 22 Nov 2017 at 13:35

Spike in 1-month iImplied vol on ZAR reflects market anxiety over elective conference SA
Published on 22 Nov 2017 at 10:38

ZA Data Watch – CPI inflation softens in line with median expectations, to 4.8% y/y in October SA
Published on 22 Nov 2017 at 10:15

Inflation mystery reflected in U.S. swap curve SA
Published on 22 Nov 2017 at 10:11

Major FX Technicals SA
Published on 22 Nov 2017 at 07:58

ZAR Technicals SA
Published on 22 Nov 2017 at 07:56

G4 Morning Commentary SA
Published on 22 Nov 2017 at 07:46

ZAR Fixed Income: CPI today, ahead of MPC tomorrow, and ratings on Friday SA
Published on 22 Nov 2017 at 07:40

Oil markets underpinned, caution warranted ahead of weekly EIA inventory data SA
Published on 22 Nov 2017 at 07:35

ZAR Insight: Zimbabwe’s liberation seen as good news and brings hope to the region SA
Published on 22 Nov 2017 at 07:29

Emerging market bonds face election risks in 2018 SA
Published on 21 Nov 2017 at 15:29

GBP OIS curve slides since Nov rate hike, affirming one-and-done scenario SA
Published on 21 Nov 2017 at 14:23

SAGBs under pressure as market goes defensive in lead up to ratings review SA
Published on 21 Nov 2017 at 10:00

TRY takes a hammering, fragility shines through SA
Published on 21 Nov 2017 at 09:37

Trade-weighted ZAR still trending lower as domestic factors weigh SA
Published on 21 Nov 2017 at 09:29

ZA Data Watch – Leading indicator rises to 98.4 in September SA
Published on 21 Nov 2017 at 09:22

Major FX Technicals SA
Published on 21 Nov 2017 at 08:20

Viewpoints

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

Signs emerging that US equity bull run might be ripe for a correction SA
Published on 20 Oct 2017 at 14:01

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

Financial Markets

Morning Insight 23 November 2017 SA
Published on 23 Nov 2017 at 07:58

Morning Insight 22 November 2017 SA
Published on 22 Nov 2017 at 07:56

Market shrugs at key risk events as it snaps up higher yields SA
Published on 21 Nov 2017 at 12:07

Morning Insight 21 November 2017 SA
Published on 21 Nov 2017 at 07:51

Morning Insight 20 November 2017 SA
Published on 20 Nov 2017 at 07:59

Treasury fails to fully alott enlarged slate as risks weigh on demand SA
Published on 17 Nov 2017 at 12:22

Morning Insight 17 November 2017 SA
Published on 17 Nov 2017 at 08:03

Morning Insight 16 Nov 2017 SA
Published on 16 Nov 2017 at 07:57

Morning Insight 15 November 2017 SA
Published on 15 Nov 2017 at 07:55

Clearing yields rocket as market accepts riskier SAGBs SA
Published on 14 Nov 2017 at 12:07

Morning Insight 14 November 2017 SA
Published on 14 Nov 2017 at 07:56

Morning Insight 13 November 2017 SA
Published on 13 Nov 2017 at 07:51

Softer demand for ILBs, shorter dated linker now favoured SA
Published on 10 Nov 2017 at 12:23

Morning Insight 10 November 2017 SA
Published on 10 Nov 2017 at 07:51

Morning Insight 09 November 2017 SA
Published on 9 Nov 2017 at 07:53

Morning Insight 08 November 2017 SA
Published on 8 Nov 2017 at 07:55

Vanillas attract softer bidding interest but demand still robust SA
Published on 7 Nov 2017 at 12:22

Morning Insight 07 November 2017 SA
Published on 7 Nov 2017 at 07:54

Morning Insight 06 November 2017 SA
Published on 6 Nov 2017 at 07:59

Demand for ILBs increases in line with improved market sentiment SA
Published on 3 Nov 2017 at 12:38

Morning Insight 03 November 2017 SA
Published on 3 Nov 2017 at 07:53

Morning Insight 02 November 2017 SA
Published on 2 Nov 2017 at 07:53

Morning Insight 01 November 2017 SA
Published on 1 Nov 2017 at 07:51

Bidding interest swells as investors overlook MTBPS risks SA
Published on 31 Oct 2017 at 12:04

Morning Insight 31 October 2017 SA
Published on 31 Oct 2017 at 07:44

Morning Insight 30 October 2017 SA
Published on 30 Oct 2017 at 07:57

ILB demand ticks higher, shorter dated tenor still favoured SA
Published on 27 Oct 2017 at 12:43

Morning Insight 27 October 2017 SA
Published on 27 Oct 2017 at 08:02

Morning Insight 26 October 2017 SA
Published on 26 Oct 2017 at 07:55

Morning Insight 25 October 2017 SA
Published on 25 Oct 2017 at 07:49

Economics

ZA Data Review – SARB remains wary of loosening policy as fiscal and political risks loom large SA
Published on 23 Nov 2017 at 17:13

ZA Data Review – Inflation remains comfortably within SARB’s 3.0% - 6.0% target range SA
Published on 22 Nov 2017 at 12:52

ZA Data Watch – Leading indicator rises to 98.4 in September SA
Published on 21 Nov 2017 at 09:22

Economic Calender: Nov 20-24 2017 SA
Published on 20 Nov 2017 at 09:39

ZA Data Review – Retailers fare much better than expected given tough economic climate SA
Published on 15 Nov 2017 at 16:52

Economic Calender: Nov 13-17 2017 SA
Published on 13 Nov 2017 at 15:08

ZA Data Review – Manufacturers struggling to cope in tough local economic environment SA
Published on 9 Nov 2017 at 16:14

ZA Data Review - Mining sector struggles persist, in spite of recovery in commodity prices SA
Published on 9 Nov 2017 at 14:57

ZA Data Watch – SACCI BCI remains virtually unchanged, at 92.9 in October SA
Published on 8 Nov 2017 at 11:50

ZA Data Review – ZAR volatility limits SARB’s ability to purchase assets SA
Published on 7 Nov 2017 at 12:03

Economic Calendar: Nov 6-10 2017 SA
Published on 6 Nov 2017 at 13:56

ZA Data Watch – Standard Bank PMI shifts slightly higher to 49.6 in October SA
Published on 3 Nov 2017 at 09:40

ZA Data Review – Vehicle sector stabilising but at weak growth levels SA
Published on 1 Nov 2017 at 17:11

ZA Data Review – Manufacturing outlook improves marginally, but structural decline persists SA
Published on 1 Nov 2017 at 12:39

ZA Data Review – Cumulative trade surplus continues to expand on the back of falling imports SA
Published on 31 Oct 2017 at 16:28

ZA Data Watch – Unemployment rate remains sticky at a 14-year high of 27.7% in Q3 SA
Published on 31 Oct 2017 at 11:54

Economic Calendar 30 Oct-03 Nov SA
Published on 31 Oct 2017 at 10:59

ZA Data Review – Signs of fiscal consolidation remains elusive for now SA
Published on 30 Oct 2017 at 16:52

ZA Data Review – Stagnant money supply growth keeping inflation outlook relatively subdued SA
Published on 30 Oct 2017 at 11:53

ZA Data Review – Fuel inflation continues to push headline PPI higher SA
Published on 26 Oct 2017 at 15:59

ZA Data Review – Government bids farewell to fiscal consolidation promises SA
Published on 25 Oct 2017 at 18:50

ZA Data Watch – Leading indicator retreats slightly to 97.2 in August SA
Published on 24 Oct 2017 at 09:18

Economic Calendar 23 Oct-27 Oct SA
Published on 23 Oct 2017 at 09:26

Economic Calendar 16 Oct-20 Oct SA
Published on 20 Oct 2017 at 07:57

ZA Data Review – Retail sector unlikely to sustain robust sales activity SA
Published on 18 Oct 2017 at 17:02

ZA Data Review – Further kick higher in transport inflation continues to prop up CPI inflation SA
Published on 18 Oct 2017 at 14:00

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