1. 1
  2. 2
  3. 3

Clarity

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

ZA DATA - November NAAMSA Vehicle Sales SA
Published on 1 Dec 2020 at 15:11

Speculative net ZAR position unchanged through last week SA
Published on 1 Dec 2020 at 13:17

ZA Data Watch - November Absa Manufacturing PMI SA
Published on 1 Dec 2020 at 11:31

Global FX Update | Bearish bias in the USD remains entrenched
Published on 1 Dec 2020 at 09:03

OPEC+ leaders struggle to agree on an output plan, decision deferred until later this week SA
Published on 1 Dec 2020 at 08:52

Global Equity Update | Asian stocks extend gains on economic recovery and vaccine hopes SA
Published on 1 Dec 2020 at 08:44

G4 Morning Commentary SA
Published on 1 Dec 2020 at 08:35

ZAR Insight: 1 December 2020 SA
Published on 1 Dec 2020 at 08:07

ZA Fixed Income: 1 December 2020 SA
Published on 1 Dec 2020 at 08:06

Precious and Base Metals Update SA
Published on 1 Dec 2020 at 07:01

ZAR Technicals SA
Published on 1 Dec 2020 at 06:30

SARB to stick to conventional policy tools - Cassim SA
Published on 30 Nov 2020 at 17:01

ZA Data Watch - October Monthly Budget Balance SA
Published on 30 Nov 2020 at 14:52

ZA DATA - October Trade Balance SA
Published on 30 Nov 2020 at 14:27

Real private sector credit growth slips into negative, first time since 2017 SA
Published on 30 Nov 2020 at 11:12

Global Equity Update | Asian stocks take a breather from stellar month SA
Published on 30 Nov 2020 at 09:13

Global FX Update | Bearish bias on the USD remains entrenched at the start of a new week 
Published on 30 Nov 2020 at 09:11

G4 Morning Commentary SA
Published on 30 Nov 2020 at 08:54

Oil on the back foot ahead of OPEC+ meeting SA
Published on 30 Nov 2020 at 08:43

ZA DATA - October Money Supply & PSCE SA
Published on 30 Nov 2020 at 08:34

ZA Fixed Income: 30 November SA
Published on 30 Nov 2020 at 08:03

ZAR Insight: 30 November SA
Published on 30 Nov 2020 at 08:02

ZAR Technicals SA
Published on 30 Nov 2020 at 07:22

Precious and Base Metals Update SA
Published on 30 Nov 2020 at 06:55

SA equity outflows stabilizing, bonds keep attracting foreign money SA
Published on 27 Nov 2020 at 10:41

Global FX Update | USD bears remain in charge heading into the weekend
Published on 27 Nov 2020 at 09:06

Global Equity Update | Asian equities cautiously ending the week, unease over vaccine development SA
Published on 27 Nov 2020 at 09:01

G4 Morning Commentary SA
Published on 27 Nov 2020 at 08:52

Oil set to record a fourth consecutive weekly gain SA
Published on 27 Nov 2020 at 08:43

ZAR Insight: 27 November 2020 SA
Published on 27 Nov 2020 at 07:52

Viewpoints

FX Service | Weekly CFTC SA
Published on 26 Nov 2020 at 16:00

FX Service | ZAR Sentiment Assessment: 25 Nov SA
Published on 25 Nov 2020 at 15:45

Viewpoint - Europe's Lockdown Stringency and Economic Fallout SA
Published on 24 Nov 2020 at 17:01

KES Resilience Tool: A quantitative assessment
Published on 20 Nov 2020 at 15:31

FX Service | Valuation: 19 Nov SA
Published on 19 Nov 2020 at 16:35

Podcast -JSE inward listing update, SA rates, and the US election | November 2020 SA
Published on 18 Nov 2020 at 14:27

FX Service | Weekly Techs USD-ZAR SA
Published on 16 Nov 2020 at 17:48

ETM Tech Report EUR-USD SA
Published on 16 Nov 2020 at 07:33

ETM Tech Report: DXY SA
Published on 14 Nov 2020 at 11:05

FX Service | Viewpoint: 13 Nov 2020 SA
Published on 13 Nov 2020 at 13:47

FX Service | Weekly CFTC SA
Published on 12 Nov 2020 at 15:16

Sub-Saharan Africa Fiscal Overview
Published on 11 Nov 2020 at 10:26

FX Service | Weekly Techs USD-ZAR SA
Published on 9 Nov 2020 at 18:10

ETM Tech Report EUR-USD SA
Published on 9 Nov 2020 at 08:03

ETM Tech Report: DXY SA
Published on 7 Nov 2020 at 12:36

FX Service | Weekly CFTC SA
Published on 5 Nov 2020 at 13:35

FX Service | Weekly Techs USD-ZAR SA
Published on 2 Nov 2020 at 17:52

ETM Tech Report EUR-USD SA
Published on 2 Nov 2020 at 07:48

ETM Tech Report: DXY SA
Published on 31 Oct 2020 at 11:03

FX Service | Weekly CFTC SA
Published on 29 Oct 2020 at 14:19

MTBPS Review: October 2020 SA
Published on 28 Oct 2020 at 19:45

FX Service | Weekly Techs USD-ZAR SA
Published on 26 Oct 2020 at 17:49

ETM Tech Report EUR-USD SA
Published on 26 Oct 2020 at 07:53

ETM Tech Report: DXY SA
Published on 24 Oct 2020 at 11:03

FX Service | Viewpoint: Preview to MTBPS SA
Published on 22 Oct 2020 at 18:06

FX Service | Weekly CFTC SA
Published on 22 Oct 2020 at 12:00

FX Service | Weekly Techs USD-ZAR SA
Published on 19 Oct 2020 at 17:08

ETM Tech Report EUR-USD SA
Published on 19 Oct 2020 at 07:22

ETM Tech Report: DXY SA
Published on 17 Oct 2020 at 10:39

FX Service | Weekly CFTC SA
Published on 15 Oct 2020 at 11:38

Financial Markets

East Africa Weekly: 30 November - 4 December
Published on 1 Dec 2020 at 16:10

Vanilla Auction: 1 December 2020 SA
Published on 1 Dec 2020 at 13:03

Visual round up - US Opening bell 01 December SA
Published on 1 Dec 2020 at 12:11

Morning Insight 01 December 2020 SA
Published on 1 Dec 2020 at 08:14

Africa Insight 1 December 2020
Published on 1 Dec 2020 at 08:12

Southern Africa Weekly Report: 30 November - 4 December 2020 SA
Published on 30 Nov 2020 at 13:55

Visual round up - US Opening bell 30 November SA
Published on 30 Nov 2020 at 12:15

Africa Insight 30 November 2020
Published on 30 Nov 2020 at 08:19

Morning Insight 30 November 2020 SA
Published on 30 Nov 2020 at 08:07

West/North Africa Weekly Report: 23 November - 04 December 2020
Published on 27 Nov 2020 at 17:22

ILB Auction 27 November SA
Published on 27 Nov 2020 at 13:06

Visual round up - US Opening bell 27 November SA
Published on 27 Nov 2020 at 11:57

Morning Insight 27 November 2020 SA
Published on 27 Nov 2020 at 07:51

Africa Insight 27 November 2020
Published on 27 Nov 2020 at 07:48

Visual round up - US Opening bell 26 November SA
Published on 26 Nov 2020 at 11:56

Morning Insight 26 November 2020 SA
Published on 26 Nov 2020 at 07:58

Visual round up - US Opening bell 25 November SA
Published on 25 Nov 2020 at 11:41

Africa Insight 25 November 2020
Published on 25 Nov 2020 at 08:16

Morning Insight 25 November 2020 SA
Published on 25 Nov 2020 at 08:15

East Africa Weekly: 23-27 November
Published on 24 Nov 2020 at 16:24

Vanilla Auction: 24 November 2020 SA
Published on 24 Nov 2020 at 12:56

Visual round up - US Opening bell 24 November SA
Published on 24 Nov 2020 at 11:51

Africa Insight 24 November 2020
Published on 24 Nov 2020 at 08:07

Morning Insight 24 November 2020 SA
Published on 24 Nov 2020 at 08:01

Southern Africa Weekly Report: 23 November - 27 November 2020 SA
Published on 23 Nov 2020 at 13:05

Visual round up - US Opening bell 23 November SA
Published on 23 Nov 2020 at 12:50

Africa Insight 23 November 2020
Published on 23 Nov 2020 at 08:18

Morning Insight 23 November 2020 SA
Published on 23 Nov 2020 at 08:07

West/North Africa Weekly Report: 16 - 27 November 2020
Published on 20 Nov 2020 at 17:18

ILB Auction 20 November SA
Published on 20 Nov 2020 at 12:36

Economics

ZA DATA - November NAAMSA Vehicle Sales SA
Published on 1 Dec 2020 at 15:11

ZA Data Watch - November Absa Manufacturing PMI SA
Published on 1 Dec 2020 at 11:31

ZA Data Watch - October Monthly Budget Balance SA
Published on 30 Nov 2020 at 14:52

ZA DATA - October Trade Balance SA
Published on 30 Nov 2020 at 14:27

ZA DATA - October Money Supply & PSCE SA
Published on 30 Nov 2020 at 08:34

Economic Calendar: Nov 30 - Dec 04 SA
Published on 27 Nov 2020 at 17:00

ZA Data Watch - October PPI SA
Published on 26 Nov 2020 at 12:08

ZA Data Watch - Q4 BER Business Confidence SA
Published on 25 Nov 2020 at 12:39

ZA DATA - October CPI SA
Published on 25 Nov 2020 at 10:25

ZA Data Watch - September SARB Leading Indicator SA
Published on 24 Nov 2020 at 09:38

Economic Calendar: Nov 23 - 27 SA
Published on 20 Nov 2020 at 17:00

ZA CB Review - 19 November 2020 SA
Published on 19 Nov 2020 at 16:54

ZA Data Watch - September Retail Sales SA
Published on 18 Nov 2020 at 13:34

Economic Calendar: 16 - 20 Nov SA
Published on 13 Nov 2020 at 17:00

ZA Data –  September Mining Production SA
Published on 12 Nov 2020 at 11:57

ZA Data - Q3 Unemployment SA
Published on 12 Nov 2020 at 11:56

ZA Data Watch - September Manufacturing Production SA
Published on 10 Nov 2020 at 13:32

Economic Calendar: 09 - 13 Nov SA
Published on 6 Nov 2020 at 17:00

ZA Data - October Gross & Net Reserves SA
Published on 6 Nov 2020 at 08:21

ZA Data Watch - October Standard Bank PMI SA
Published on 4 Nov 2020 at 09:49

ZA Data Watch - October NAAMSA Vehicle Sales SA
Published on 2 Nov 2020 at 15:39

ZA DATA - October Absa Manufacturing PMI SA
Published on 2 Nov 2020 at 11:35

Economic Calendar: Nov 02 - 06 SA
Published on 30 Oct 2020 at 17:00

ZA Data –  September Monthly Budget Balance SA
Published on 30 Oct 2020 at 14:27

ZA Data - September Trade Balance SA
Published on 30 Oct 2020 at 14:21

ZA DATA - September PPI SA
Published on 29 Oct 2020 at 11:58

ZA Data Watch - September M3 Money Supply and PSCE SA
Published on 29 Oct 2020 at 08:42

ZA Data Watch - September CPI SA
Published on 28 Oct 2020 at 10:32

Economic Calendar: 26 - 30 Oct SA
Published on 23 Oct 2020 at 17:00

ZA DATA - August SARB leading indicator SA
Published on 20 Oct 2020 at 09:38

Quant Analytics

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

ZAR Sentiment Indicator SA
Published on 5 Aug 2020 at 08:41

ZAR PPP valuation SA
Published on 20 Jul 2020 at 14:06

ZAR Carry Attractiveness SA
Published on 14 Jul 2020 at 16:53

ZAR Sentiment Indicator SA
Published on 29 Jun 2020 at 12:56

ZAR Resilience Framework: Fiscal Risks SA
Published on 23 Jun 2020 at 15:35

ZAR Resilience Framework: Cross Section SA
Published on 12 Jun 2020 at 14:10

ZAR Resilience Framework: Fundamentals SA
Published on 9 Jun 2020 at 15:22

ZAR Sentiment Indicator SA
Published on 27 May 2020 at 15:47

ZAR Resilience Framework: Cross Section SA
Published on 13 May 2020 at 14:50

ZAR Sentiment Indicator SA
Published on 7 May 2020 at 16:58

ZAR Sentiment Indicator SA
Published on 14 Apr 2020 at 16:24

Carry attractiveness framework points to emerging ZAR value SA
Published on 6 Apr 2020 at 15:17

ZAR Sentiment Indicator SA
Published on 30 Mar 2020 at 15:32

ZAR Resilience Framework: Cross Section SA
Published on 16 Mar 2020 at 14:32

ZAR Sentiment Indicator SA
Published on 9 Mar 2020 at 15:29

ZAR Resilience Framework: Fiscal Risks SA
Published on 25 Feb 2020 at 14:01

ZAR Resilience Framework: Monetary Rectitude SA
Published on 20 Feb 2020 at 13:26

ZAR Resilience Framework: Subcomponent rankings SA
Published on 13 Feb 2020 at 14:09

ZAR Sentiment Indicator SA
Published on 10 Feb 2020 at 15:00

ZAR Resilience Framework: Trade Fundamentals SA
Published on 28 Jan 2020 at 14:29

ZAR Resilience Framework: Fiscal Risks SA
Published on 23 Jan 2020 at 14:32

ZAR Sentiment Indicator SA
Published on 21 Jan 2020 at 11:48

ZAR Monetary Rectitude SA
Published on 16 Jan 2020 at 13:39