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Intraday Comments

Broad EM FX volatility ticks higher SA
Published on 18 Jun 2018 at 16:11

USD-ZAR breaches 13.500 as trade war concerns still permeate the market SA
Published on 18 Jun 2018 at 15:16

Forward implied yield curve steepens amid ZAR fragility SA
Published on 18 Jun 2018 at 13:46

Load shedding shows calculated costs associated with structural reform SA
Published on 18 Jun 2018 at 13:15

Emerging market stocks slump amid escalating trade war tensions SA
Published on 18 Jun 2018 at 12:28

EM Capital flow Index tanks to 11-month low SA
Published on 18 Jun 2018 at 11:19

Gold still under pressure despite trade war uncertainties SA
Published on 18 Jun 2018 at 10:12

Bear flattener bias takes hold on SAGB yield curve SA
Published on 18 Jun 2018 at 09:51

Oil prices continue to soften after Friday's steep fall SA MX
Published on 18 Jun 2018 at 09:15

JSE closed softer on Friday amid US-China trade tensions SA
Published on 18 Jun 2018 at 08:49

Precious and base metals update | Trade likely to be thin due to Chinese public holiday SA
Published on 18 Jun 2018 at 08:38

G4 Morning Commentary SA
Published on 18 Jun 2018 at 08:07

ZAR Fixed Income: Yields consolidating weaker levels, Fitch reveals nothing new SA
Published on 18 Jun 2018 at 08:04

ZAR Insight: ZAR still on the back foot, EMs in general still on the defensive SA
Published on 18 Jun 2018 at 07:30

Major FX Technicals SA
Published on 18 Jun 2018 at 06:58

ZAR Technicals SA
Published on 18 Jun 2018 at 06:57

R186 yield approaching 9.00% again as EM sentiment remains downbeat SA
Published on 15 Jun 2018 at 16:13

ZAR’s implied carry return remains buoyed near YTD low SA
Published on 15 Jun 2018 at 14:26

Eskom load-shedding halts ZAR recovery SA
Published on 15 Jun 2018 at 13:24

Negative link between USD-ZAR and EUR-USD increases SA
Published on 15 Jun 2018 at 10:35

Foreign equity inflows have held up despite steep bond sales SA
Published on 15 Jun 2018 at 10:33

Oil ticks lower but remains range-bound ahead of the weekend SA MX
Published on 15 Jun 2018 at 09:38

Precious and base metals update | Base metals broadly lower SA
Published on 15 Jun 2018 at 08:38

G4 Morning Commentary SA MX
Published on 15 Jun 2018 at 08:27

ZAR Fixed Income: Bonds regain resilience despite ZAR volatility SA
Published on 15 Jun 2018 at 08:08

ZAR Insight: ZAR on the back foot as USD surges on a rotation away from EUR SA
Published on 15 Jun 2018 at 07:25

Major FX Technicals SA
Published on 15 Jun 2018 at 07:07

ZAR Technicals SA
Published on 15 Jun 2018 at 07:05

Nersa grants Eskom R32.69bn recovery through higher tariffs SA
Published on 14 Jun 2018 at 16:21

Weakening EUR post ECB dampens ZAR recovery efforts SA
Published on 14 Jun 2018 at 16:12

Viewpoints

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

CFTC Weekly: Fervent pace of improvement in USD sentiment persists SA
Published on 14 May 2018 at 16:12

ETM ZAR Research: Valuation Assessment - ZAR retreat in context, little more than a blip? SA
Published on 11 May 2018 at 14:39

CFTC Weekly: Speculators accelerate trimming of short bets on USD SA
Published on 7 May 2018 at 15:43

ETM Market Movers | Public Wages | 4 May 2018 SA
Published on 4 May 2018 at 09:43

CFTC Weekly: Stronger USD supports embattled bulls SA
Published on 30 Apr 2018 at 15:41

ETM Market Movers | SA wheat tariff slashed, helps offset inflation impact of surging wheat prices | 26 April 2018 SA
Published on 26 Apr 2018 at 15:50

ZAR Research: Carry Trade Monitor - ZAR Carry Attractiveness still ranks in top quartile SA
Published on 26 Apr 2018 at 15:47

CFTC Weekly: ZAR sentiment sour despite gains SA
Published on 26 Apr 2018 at 12:36

CFTC Weekly: EUR and GBP longs looking a little shaky RU SA
Published on 23 Apr 2018 at 16:17

Africa Viewpoint | Jan 18 - Zimbabwe’s Election Litmus Test
Published on 18 Apr 2018 at 11:08

Africa Viewpoint | Jan 18 - A Look at African FX REERs
Published on 18 Apr 2018 at 11:05

Africa Viewpoint | Jan 18 - Will the Doves Fly in Nigeria?
Published on 18 Apr 2018 at 11:01

Africa Viewpoint | Jan 18 Kenya’s Daunting Debt Still Haunting It
Published on 18 Apr 2018 at 10:47

CFTC Weekly: USD pessimism grows amid uptick in EUR longs SA
Published on 16 Apr 2018 at 17:06

Financial Markets

Africa Insight 18 June 2018
Published on 18 Jun 2018 at 08:23

Morning insight 18 June 2018 SA
Published on 18 Jun 2018 at 07:37

ILB Auction: Interest in inflation protection rises as ZAR falls SA
Published on 15 Jun 2018 at 12:28

Africa Insight 15 June 2018
Published on 15 Jun 2018 at 07:59

Morning Insight 15 June 2018 SA
Published on 15 Jun 2018 at 07:32

AM Pan African Morning Insight - 14 June 2018
Published on 14 Jun 2018 at 08:25

Africa Insight 14 June 2018
Published on 14 Jun 2018 at 07:55

Africa Insight 13 June 2018
Published on 13 Jun 2018 at 08:28

Morning Insight 13 June 2018 SA
Published on 13 Jun 2018 at 07:32

Vanilla Auction: Steeper clearing yields attract firmer bidding interest SA
Published on 12 Jun 2018 at 12:04

Morning Insight 12 June 2018 SA
Published on 12 Jun 2018 at 07:15

Africa Insight 11 June 2018
Published on 11 Jun 2018 at 08:13

Morning Insight 11 June 2018 SA
Published on 11 Jun 2018 at 07:29

ILB Auction: Demand for linkers rises but NT fails to allot full slate SA
Published on 8 Jun 2018 at 12:11

Africa Insight 08 June 2018
Published on 8 Jun 2018 at 08:18

Morning Insight 08 June 2018 SA
Published on 8 Jun 2018 at 07:03

Africa Insight 07 June 2018
Published on 7 Jun 2018 at 08:07

Morning Insight 07 June 2018 SA
Published on 7 Jun 2018 at 07:18

Africa Insight 06 June 2018
Published on 6 Jun 2018 at 08:22

Morning Insight 06 June 2018 SA
Published on 6 Jun 2018 at 07:23

Vanilla Auction: Debt servicing cost keeps rising for National Treasury SA
Published on 5 Jun 2018 at 12:03

Africa Insight 05 June 2018
Published on 5 Jun 2018 at 08:41

Morning Insight 05 June 2018 SA
Published on 5 Jun 2018 at 07:20

Morning insight 04 June 2018 SA
Published on 4 Jun 2018 at 07:21

ILB Auction: Demand for linkers softens but NT still places full allotment SA
Published on 1 Jun 2018 at 12:09

Morning Insight 01 June 2018 SA
Published on 1 Jun 2018 at 07:16

Morning Insight 31 May 2018 SA
Published on 31 May 2018 at 07:44

Africa Insight 31 May 2018
Published on 31 May 2018 at 00:46

Morning Insight 30 May 2018 SA
Published on 30 May 2018 at 07:37

Africa Insight 30 May 2018
Published on 30 May 2018 at 01:02

Economics

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

Economic Calendar: May 28 - Jun 01 SA
Published on 25 May 2018 at 17:00

ZA CB Review – Repo rate kept on hold as expected, SARB notes inflation risks have risen SA
Published on 24 May 2018 at 16:55

ZA Data Review - CPI accelerates in April on the back of VAT hikes, but prints below expectations SA
Published on 23 May 2018 at 13:11

Economic Calendar: May 21 - 25 SA
Published on 18 May 2018 at 17:00

ZA Data Review - Retail sales surprised to the upside in March SA
Published on 16 May 2018 at 15:53

Economic Calendar: May 14 - 18 SA
Published on 11 May 2018 at 17:00

ZA Data Review - Manufacturing Production growth is negative in Q1 2018 SA
Published on 10 May 2018 at 15:43

ZA Data Review – Most mining sectors under pressure, gold still exerting a significant drag SA
Published on 10 May 2018 at 13:13

ZA Data Review - Gross reserves decrease marginally in April on softer gold, firmer USD SA
Published on 8 May 2018 at 10:48

Economic Calendar: May 7-11 SA
Published on 4 May 2018 at 17:00

ZA Data Review – Rebound in consumer confidence bolsters car sales despite tax hikes SA
Published on 2 May 2018 at 15:46

ZA Data Review - ABSA PMI recovers to its highest reading in 11 months in April SA
Published on 2 May 2018 at 14:11

ZA Data Review - SA's Trade Surplus comes in larger than anticipated in March SA
Published on 30 Apr 2018 at 16:45

ZA Data Review – Exorbitant spending remains major drag on fiscal health SA
Published on 30 Apr 2018 at 15:55