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    Bespoke financial market indices and analytics

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Clarity

CEE Monetary Policy Review - Oct 2021 SA
Published on 22 Oct 2021 at 16:02

EM Carry Trade Monitor - Aug 2021 SA
Published on 25 Aug 2021 at 15:05

EM Risk Radar: Feb 2021 SA
Published on 11 Feb 2021 at 12:12

EM Viewpoint: LATAM Central Bank Monitor - Dec 2020
Published on 11 Dec 2020 at 15:21

EM Viewpoint: COVID vs Fiscal Collapse - Oct 2020 SA
Published on 30 Oct 2020 at 13:54

EM Carry Trade Monitor - Oct 2020
Published on 16 Oct 2020 at 14:41

Libor Transition Update - Sept 2020 SA
Published on 29 Sep 2020 at 14:04

Global viewpoint: China in context SA
Published on 11 Sep 2020 at 12:45

EM FX TOOLS: MXN Resilience Assessment - Sept 2020
Published on 10 Sep 2020 at 10:44

EM Fiscal Risk Comparison - July 2020 SA
Published on 3 Aug 2020 at 15:38

Latam Bond Beta Risk Monitor - June 2020 SA
Published on 19 Jun 2020 at 10:11

EM Bond Beta Risk Monitor - May 2020 Update
Published on 25 May 2020 at 14:25

ETM Africa Viewpoint - GHS Fiscal Resilience
Published on 14 May 2020 at 14:36

EM FX TOOLS: RUBZAR comparison / correlation potential with oil - April 2020 SA
Published on 23 Apr 2020 at 12:04

EM TOOLS: Central Banks react to COVID-19
Published on 13 Mar 2020 at 11:38

EM Carry Trade Monitor - Feb 2020
Published on 19 Feb 2020 at 10:34

EM FX TOOLS: TRY Resilience Assessment - December 2019
Published on 11 Dec 2019 at 07:41

EM TOOLS: DM Fixed Income Snapshot | November 2019 SA
Published on 19 Nov 2019 at 15:38

EM FX TOOLS: RUB Resilience Assessment - Nov 2019
Published on 6 Nov 2019 at 15:28

EM FX TOOLS: ZAR Resilience Assessment - October 2019
Published on 22 Oct 2019 at 10:22

EM TOOLS | MXN Resilience assessment | October 2019
Published on 14 Oct 2019 at 11:29

EM FX TOOLS: BRL Resilience Assessment - September 2019
Published on 27 Sep 2019 at 12:26

EM Bond Beta Risk Monitor - August Update
Published on 16 Sep 2019 at 13:58

EM Volatility Digest: Risks mount as Business Cycle Matures
Published on 16 Sep 2019 at 13:51

EM Carry Trade Monitor - August
Published on 15 Sep 2019 at 10:05

EM Fundamental Comparision - July
Published on 15 Sep 2019 at 09:09

EM FX Monitor - July
Published on 14 Sep 2019 at 10:13

EM Risk Radar - June
Published on 14 Sep 2019 at 07:36

EM Monetary Prudence Comparison
Published on 14 Sep 2019 at 06:39

Intraday Comments

Global FX Update | USD likely to consolidate gains heading into the weekend SA
Published on 21 Jan 2022 at 09:10

Brazil dominates soybean supply to China SA
Published on 21 Jan 2022 at 08:52

Global Equity Update | Wall Street's retreat hammers Asian shares, futures decline SA
Published on 21 Jan 2022 at 08:49

Oil Update | Prices slump as risk conditions deteriorate SA
Published on 21 Jan 2022 at 08:23

ZA Fixed Income: 21 January 2022 SA
Published on 21 Jan 2022 at 08:07

ZAR Insight: 21 January 2022 SA
Published on 21 Jan 2022 at 08:06

Precious and Base Metals SA
Published on 21 Jan 2022 at 06:46

ZAR Technicals SA
Published on 21 Jan 2022 at 06:46

Russia/Ukraine tensions continue to support wheat prices SA
Published on 20 Jan 2022 at 10:19

Global FX Update | USD bears regained control amid falling UST yields SA
Published on 20 Jan 2022 at 09:30

Global Equity Update | Asian stocks snap rout as China cuts lending rates, yields slip SA
Published on 20 Jan 2022 at 09:15

Oil Update | Rally stalls but prices unlikely to reverse anytime soon SA
Published on 20 Jan 2022 at 08:09

ZA Fixed Income: 20 January 2022 SA
Published on 20 Jan 2022 at 08:01

ZAR Insight: 20 January 2022 SA
Published on 20 Jan 2022 at 07:56

ZAR Technicals SA
Published on 20 Jan 2022 at 07:02

Precious and Base Metals SA
Published on 20 Jan 2022 at 06:38

ZA Data Watch - November Retail Sales SA
Published on 19 Jan 2022 at 13:26

ZA Data Preview - November Retail Sales SA
Published on 19 Jan 2022 at 12:30

USD-ZAR retreats following higher than expected CPI  SA
Published on 19 Jan 2022 at 12:09

ZA Data - CPI December SA
Published on 19 Jan 2022 at 10:20

ZA Data Preview - Dec CPI SA
Published on 19 Jan 2022 at 09:16

Global FX Update | Rising UST yields continue to offer the USD support SA
Published on 19 Jan 2022 at 09:10

Global Equity Update | Equities slammed again as rate hike bets intensify SA
Published on 19 Jan 2022 at 08:49

Wet weather forecast in South America sees corn and soybean prices sink SA
Published on 19 Jan 2022 at 08:42

Oil Update | More supply woes push Brent above $88.50 SA
Published on 19 Jan 2022 at 08:11

ZA Fixed Income: 19 January 2022 SA
Published on 19 Jan 2022 at 08:03

ZAR Insight: 19 January 2021 SA
Published on 19 Jan 2022 at 08:02

Precious and Base Metals SA
Published on 19 Jan 2022 at 06:56

ZAR Technicals SA
Published on 19 Jan 2022 at 06:46

UST yields regain topside momentum SA
Published on 18 Jan 2022 at 12:31

Viewpoints

FX Service | ZAR Sentiment: January 2022 SA
Published on 21 Jan 2022 at 13:20

Market Mover | Natural Gas Supply Issues - January 2022 SA
Published on 17 Jan 2022 at 11:31

FX Service | Quarterly ZAR Risk Report SA
Published on 13 Jan 2022 at 15:48

Market Mover | Global Supply Chain Pressure May Have Peaked - January 2022 SA
Published on 11 Jan 2022 at 14:01

FX Service | Monthly Dashboard Jan 22 SA
Published on 7 Jan 2022 at 14:31

Will shipping costs remain elevated in 2022 SA
Published on 31 Dec 2021 at 07:54

USD OUTLOOK – UP, BUT NOT UP AND AWAY SA
Published on 30 Dec 2021 at 09:50

Oil Market Outlook 2022 SA
Published on 30 Dec 2021 at 09:47

FX Service | Valuations: Dec 2021 SA
Published on 22 Dec 2021 at 14:23

FX Service \ Monthly Dashboard: Dec 2021 SA
Published on 10 Dec 2021 at 15:27

FX Service | CFTC Weekly SA
Published on 9 Dec 2021 at 15:10

FX Service | ZAR Sentiment: December 2021 SA
Published on 3 Dec 2021 at 11:55

Market Mover | SARB MPIF Reforms - December 2021 SA
Published on 1 Dec 2021 at 16:15

FX Service | CFTC Weekly SA
Published on 25 Nov 2021 at 15:53

FX Service | Carry Attractiveness: Nov 2021 SA
Published on 19 Nov 2021 at 13:58

November SARB MPC Preview SA
Published on 16 Nov 2021 at 13:19

MTBPS Review: November 2021 SA
Published on 11 Nov 2021 at 19:20

Market Mover | SA Interest Rate Outlook_November 2021 SA
Published on 10 Nov 2021 at 14:51

Medium Term Budget Preview 2021 SA
Published on 9 Nov 2021 at 14:16

FX Service | Monthly Dashboard: Nov 2021 SA
Published on 5 Nov 2021 at 14:14

FX Service | CFTC Weekly SA
Published on 4 Nov 2021 at 15:52

FX Service | ZAR Sentiment: November 2021 SA
Published on 2 Nov 2021 at 16:37

FX Service | CFTC Weekly SA
Published on 28 Oct 2021 at 14:13

ETM SA Monthly Investment Insight October 2021 SA
Published on 28 Oct 2021 at 12:49

Viewpoint | Global Inflation Outlook October 2021 SA
Published on 26 Oct 2021 at 09:03

Market Mover | CEE Monetary Policy Outlook_October 2021 SA
Published on 22 Oct 2021 at 16:06

FX Service | Valuation: 22 Oct SA
Published on 22 Oct 2021 at 14:14

FX Service | CFTC Weekly SA
Published on 21 Oct 2021 at 14:11

Market Movers | Fertilizer prices and the risk to food inflation_Oct 2021 SA
Published on 18 Oct 2021 at 14:08

FX Service | ZAR Resilience: October 2021 SA
Published on 15 Oct 2021 at 15:16

Financial Markets

ILB 21 January 2022 SA
Published on 21 Jan 2022 at 12:23

Visual round up | US Opening bell 21 January SA
Published on 21 Jan 2022 at 11:35

Africa Insight 21 January 2022
Published on 21 Jan 2022 at 08:31

Morning Insight 21 January 2022 SA
Published on 21 Jan 2022 at 08:04

Visual round up | US Opening bell 20 January SA
Published on 20 Jan 2022 at 12:22

Africa Insight 20 January 2022
Published on 20 Jan 2022 at 07:57

Morning Insight 20 January 2022 SA
Published on 20 Jan 2022 at 07:55

Visual round up | US Opening bell 19 January SA
Published on 19 Jan 2022 at 11:59

Morning Insight 19 January 2022 SA
Published on 19 Jan 2022 at 08:11

Africa Insight 19 January 2022
Published on 19 Jan 2022 at 07:44

Visual round up | US Opening bell 18 January SA
Published on 18 Jan 2022 at 12:51

Vanilla Auction: 18 January 2022 SA
Published on 18 Jan 2022 at 12:15

East Africa Weekly: 17-21 Jan 2022
Published on 18 Jan 2022 at 11:20

Morning Insight 18 January 2022 SA
Published on 18 Jan 2022 at 07:59

Africa Insight 18 January 2022
Published on 18 Jan 2022 at 07:47

Southern Africa Weekly Report: 17 - 21 January 2022
Published on 17 Jan 2022 at 12:44

Visual round up | US Opening bell 17 January SA
Published on 17 Jan 2022 at 11:03

Morning Insight 17 January 2022 SA
Published on 17 Jan 2022 at 08:10

Africa Insight 17 January 2022
Published on 17 Jan 2022 at 07:46

West/North Africa Weekly Report: 10 - 21 January 2022
Published on 14 Jan 2022 at 15:04

ILB 14 January 2022 SA
Published on 14 Jan 2022 at 12:21

Visual round up | US Opening bell 14 January SA
Published on 14 Jan 2022 at 11:42

Morning Insight 14 January 2022 SA
Published on 14 Jan 2022 at 07:55

Africa Insight 14 January 2022
Published on 14 Jan 2022 at 07:42

Visual round up | US Opening bell 13 January SA
Published on 13 Jan 2022 at 11:42

Morning Insight 13 January 2022 SA
Published on 13 Jan 2022 at 08:15

Africa Insight 13 January 2022
Published on 13 Jan 2022 at 07:54

Visual round up | US Opening bell 12 January SA
Published on 12 Jan 2022 at 11:35

Morning Insight 12 January 2022 SA
Published on 12 Jan 2022 at 08:30

Africa Insight 12 January 2022
Published on 12 Jan 2022 at 08:06

Economics

ZA Data Watch - November Retail Sales SA
Published on 19 Jan 2022 at 13:26

ZA Data - CPI December SA
Published on 19 Jan 2022 at 10:20

ZA Data - November Mining Production SA
Published on 18 Jan 2022 at 12:18

Economic Calendar: 17 - 20 Jan SA
Published on 14 Jan 2022 at 17:00

ZA Data Watch – November’s Manufacturing production SA
Published on 11 Jan 2022 at 13:24

ZA Data - December Naamsa Vehicle Sales SA
Published on 10 Jan 2022 at 15:26

Economic Calendar: 10 - 14 Jan SA
Published on 7 Jan 2022 at 17:00

ZA Data Watch – December Absa Manufacturing PMI SA
Published on 7 Jan 2022 at 11:31

ZA Data – December gross and net reserves SA
Published on 7 Jan 2022 at 08:35

ZA Data Watch - December Standard Bank PMI SA
Published on 5 Jan 2022 at 09:37

Economic Calendar: 03 - 07 Jan SA
Published on 3 Jan 2022 at 08:00

Eco Calendar: 27 - 31 Dec SA
Published on 24 Dec 2021 at 17:00

Economic Calendar: 20 - 24 Dec SA
Published on 17 Dec 2021 at 17:00

ZA Data – November PPI SA
Published on 15 Dec 2021 at 12:07

ZA Data - Q3 Non-farm payrolls SA
Published on 15 Dec 2021 at 10:54

ZA Data - Nov CPI SA
Published on 15 Dec 2021 at 10:20

ZA Data – Oct SARB Leading Indicator SA
Published on 15 Dec 2021 at 09:37

ZA Data – Q4 BER Consumer Confidence Index SA
Published on 14 Dec 2021 at 10:43

Economic Calendar: 13 - 17 Dec SA
Published on 10 Dec 2021 at 17:00

ZA Data –  October Manufacturing Production SA
Published on 9 Dec 2021 at 13:34

ZA Data Watch - October Mining Production SA
Published on 9 Dec 2021 at 11:54

ZA Data – Q3 current account balance SA
Published on 9 Dec 2021 at 11:38

ZA Data Watch - October Retail Sales SA
Published on 8 Dec 2021 at 13:27

ZA Data – November SACCI BCI SA
Published on 8 Dec 2021 at 12:15

ZA Data - Q3 GDP SA
Published on 7 Dec 2021 at 12:14

ZA Data Watch - November Gross and Net Reserves SA
Published on 7 Dec 2021 at 08:16

Economic Calendar: 06 -10 December 2021 SA
Published on 3 Dec 2021 at 17:00

ZA Data Watch - November Standard Bank PMI SA
Published on 3 Dec 2021 at 09:43

ZA Data Watch - November Naamsa Vehicles Sales SA
Published on 1 Dec 2021 at 15:51

ZA Data Watch – November Absa Manufacturing PMI SA
Published on 1 Dec 2021 at 11:37

Quant Analytics

Resilience cross section comparison SA
Published on 21 Jan 2022 at 10:42

ZAR Sentiment Indicator SA
Published on 11 Jan 2022 at 13:56

ZAR Sentiment Indicator SA
Published on 7 Dec 2021 at 14:46

ZAR Sentiment Indicator SA
Published on 8 Nov 2021 at 16:42

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 26 Oct 2021 at 16:29

ZAR Sentiment Indicator SA
Published on 15 Oct 2021 at 16:23

Currency Resilience Rankings SA
Published on 8 Oct 2021 at 13:25

Carry Attractiveness Rankings SA
Published on 29 Sep 2021 at 13:47

ZAR Headline Resilience SA
Published on 7 Sep 2021 at 16:46

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 3 Sep 2021 at 16:49

ZAR Sentiment Indicator SA
Published on 27 Aug 2021 at 16:49

Carry Attractiveness Rankings SA
Published on 17 Aug 2021 at 17:11

ZAR Sentiment Indicator SA
Published on 9 Jul 2021 at 16:33

ZAR Sentiment Indicator SA
Published on 21 Jun 2021 at 15:41

ZAR PPP-adjusted valuation SA
Published on 31 May 2021 at 16:02

Carry Attractiveness Rankings SA
Published on 11 May 2021 at 15:56

ZAR Sentiment Indicator SA
Published on 23 Apr 2021 at 13:09

Valuation vs Resilience cross section SA
Published on 26 Mar 2021 at 13:41

ZAR Headline Resilience SA
Published on 10 Mar 2021 at 15:51

ZAR PPP-adjusted valuation SA
Published on 16 Feb 2021 at 15:34

ZAR Sentiment Indicator SA
Published on 9 Feb 2021 at 15:26

Carry Attractiveness Rankings SA
Published on 19 Jan 2021 at 12:25

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 10 Dec 2020 at 17:42

ZAR Resilience Framework: Monetary Rectitude SA
Published on 23 Nov 2020 at 16:58

ZAR Headline Resilience SA
Published on 28 Oct 2020 at 09:58

ZAR Sentiment Indicator SA
Published on 22 Oct 2020 at 15:34

ZAR Resilience Framework: Monetary Rectitude SA
Published on 23 Sep 2020 at 14:41

ZAR Sentiment Indicator SA
Published on 18 Sep 2020 at 14:29

ZAR Sentiment Indicator SA
Published on 25 Aug 2020 at 15:26

ZAR Resilience Framework: Monetary Rectitude SA
Published on 17 Aug 2020 at 11:08