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Commodities

Commodity Commentary_30 June 2022 SA
Published on 30 Jun 2022 at 09:42

USDA report could lead to wheat prices rising SA
Published on 30 Jun 2022 at 09:38

Oil Update | Focus on OPEC+ today although no surprises expected SA
Published on 30 Jun 2022 at 08:30

Precious and Base Metals SA
Published on 30 Jun 2022 at 07:32

Oil Update | Oil dips on weaker growth narrative SA
Published on 29 Jun 2022 at 08:21

Commodity Commentary_29 June 2022 SA
Published on 29 Jun 2022 at 08:21

Shrinking wheat supply concerns could result in prices starting to decline SA
Published on 29 Jun 2022 at 08:17

Precious and Base Metals SA
Published on 29 Jun 2022 at 07:12

Commodity Commentary_28 June 2022 SA
Published on 28 Jun 2022 at 08:31

Weather is once again a concern in South Africa SA
Published on 28 Jun 2022 at 08:23

Oil Update | Prices rally on Libya supply woes SA
Published on 28 Jun 2022 at 08:18

Precious and Base Metals SA
Published on 28 Jun 2022 at 07:23

Southern Africa Weekly Report: 27 June –1 July 2022
Published on 27 Jun 2022 at 12:53

Oil Update | Prices rebound as recession fears ebb SA
Published on 27 Jun 2022 at 08:28

Commodity Commentary_27 June 2022 SA
Published on 27 Jun 2022 at 08:13

Food security remains a key challenge for African countries SA
Published on 27 Jun 2022 at 07:58

Precious and Base Metals SA
Published on 27 Jun 2022 at 07:40

Commodity Commentary_24 June 2022 SA
Published on 24 Jun 2022 at 08:05

Oil Update | Prices find a floor after week of selling SA
Published on 24 Jun 2022 at 07:58

Commodity prices are falling as recession fears are rising SA
Published on 24 Jun 2022 at 07:53

Precious and Base Metals SA
Published on 24 Jun 2022 at 07:11

Commodity Commentary_23 June 2022 SA
Published on 23 Jun 2022 at 08:17

Oil Update | Oil under pressure as growth concerns spread SA
Published on 23 Jun 2022 at 08:00

Talks about Ukraine grain exports are expected to start again soon SA
Published on 23 Jun 2022 at 07:51

Precious and Base Metals SA
Published on 23 Jun 2022 at 06:56

Commodity Commentary_22 June 2022 SA
Published on 22 Jun 2022 at 08:00

Oil Update | Oil slumps on global recession fears SA
Published on 22 Jun 2022 at 07:57

Food inflation may ease as northern hemisphere harvests look promising SA
Published on 22 Jun 2022 at 07:50

Commodity Commentary_21 June 2022 SA
Published on 21 Jun 2022 at 08:06

Oil Update | Oil rebounds as China reopens SA
Published on 21 Jun 2022 at 08:00

Financial Markets

SA risk premium widens as ZAR weakens SA
Published on 30 Jun 2022 at 14:42

ZA Data Watch - May Trade Balance SA
Published on 30 Jun 2022 at 14:26

Loadshedding and growth risks intensify as trade unions reject Eskom’s 7% wage increase  SA
Published on 30 Jun 2022 at 13:47

ZA DATA Preview SA
Published on 30 Jun 2022 at 13:31

ZA Data Preview - May Trade Balance SA
Published on 30 Jun 2022 at 13:25

EM currencies sold off in June as central banks remain hawkish SA
Published on 30 Jun 2022 at 11:48

ZA Data Watch - PPI Y/Y May SA
Published on 30 Jun 2022 at 11:47

Visual round up | US Opening bell 30 June SA
Published on 30 Jun 2022 at 11:33

ZA Data Preview - PPI Y/Y May SA
Published on 30 Jun 2022 at 10:52

Global Equity update | Stocks are set to end June and Q2 with sharp losses SA
Published on 30 Jun 2022 at 09:34

ZA Data Watch - May M3 Money Supply and PSCE SA
Published on 30 Jun 2022 at 08:44

Global Rates Update | Recession fears drive bond yields lower SA
Published on 30 Jun 2022 at 08:28

Global FX Update | Hawkish Fed supports an overvalued USD SA
Published on 30 Jun 2022 at 08:25

ZAR Insight: 30 June 2022 SA
Published on 30 Jun 2022 at 08:12

ZA Data Preview - May M3 Money Supply and PSCE SA
Published on 30 Jun 2022 at 07:32

Africa Insight 30 June 2022
Published on 30 Jun 2022 at 07:08

ZA Fixed Income: 30 June 2022 SA
Published on 30 Jun 2022 at 06:47

West/North Africa Weekly Report: 27 June - 01 July 2022
Published on 29 Jun 2022 at 15:10

Eskom’s financial woes deepen amid intensifying power outages SA
Published on 29 Jun 2022 at 14:28

Professional market pares back rate hike bets after Kganyago’s comments SA
Published on 29 Jun 2022 at 12:34

Visual round up | US Opening bell 29 June SA
Published on 29 Jun 2022 at 12:18

ZAR Data - Q2 BER CCI SA
Published on 29 Jun 2022 at 10:25

Global Equity update | Market losses driven by recession, inflation fears SA
Published on 29 Jun 2022 at 09:02

Global Rates Update | Bonds rebound but Q2 losses remain notable SA
Published on 29 Jun 2022 at 08:20

Global FX Update | Dollar gains as EUR and GBP under pressure SA
Published on 29 Jun 2022 at 08:18

ZA FI and FX Insight 29 June 2022 SA
Published on 29 Jun 2022 at 08:10

ZAR Insight: 29 June 2022 SA
Published on 29 Jun 2022 at 08:05

ZA Fixed Income: 29 June 2022 SA
Published on 29 Jun 2022 at 07:46

Africa Insight 29 June 2022
Published on 29 Jun 2022 at 07:01

East Africa Weekly: 27 June - 1 July 2022
Published on 28 Jun 2022 at 13:55

Corporate - Clarity

Viewpoint_Global Central Bank Radar_ May 2022 SA
Published on 6 May 2022 at 14:33

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

Intelligence

FX Service | CFTC Weekly SA
Published on 29 Jun 2022 at 15:42

Market Mover_Risks and impacts of sanctions on Russia_June 2022 SA
Published on 28 Jun 2022 at 15:23

Africa Market Mover_Global monetary policy complicates debt dynamics in Africa
Published on 27 Jun 2022 at 14:44

ETM Africa_Current account outlooks and the impact on regional FX_June 2022 SA
Published on 22 Jun 2022 at 09:45

Monthly ZAR and rates expectations summary SA
Published on 20 Jun 2022 at 13:19

FX Service | CFTC Weekly SA
Published on 15 Jun 2022 at 14:33

FX Service | Monthly ZAR indicators: June 2022 SA
Published on 13 Jun 2022 at 15:21

FX Service | CFTC Weekly SA
Published on 8 Jun 2022 at 15:38

Market Mover | African central banks pivot as inflation pressure mount
Published on 8 Jun 2022 at 11:53

FX Service | ZAR Sentiment: May 2022 SA
Published on 3 Jun 2022 at 15:14

FX Service | CFTC Weekly SA
Published on 1 Jun 2022 at 15:04

FX Service | Monthly ZAR and Rates Expectations Summary SA
Published on 27 May 2022 at 13:54

FX Service | CFTC Weekly SA
Published on 26 May 2022 at 16:13

ZA CB Review - May 2022 SA
Published on 19 May 2022 at 17:01

Africa Elections Outlook
Published on 19 May 2022 at 10:20

FX Service | ZAR Carry Attractiveness: May 2022 SA
Published on 19 May 2022 at 10:06

Diesel Market Outlook May 2022 SA
Published on 18 May 2022 at 15:27

FX Service | Monthly ZAR indicators: May 2022 SA
Published on 17 May 2022 at 14:19

ZAR FX Service | Monthly Rates Roundup: May 2022 SA
Published on 13 May 2022 at 12:42

Fixed Income Strategy | Ghana May 2022 SA
Published on 12 May 2022 at 10:22

Interest rate outlook May 2022 SA
Published on 10 May 2022 at 14:42

Viewpoint_Global Central Bank Radar_ May 2022 SA
Published on 6 May 2022 at 14:33

FX Service | CFTC Weekly SA
Published on 5 May 2022 at 13:16

FX Service | ZAR Sentiment April SA
Published on 29 Apr 2022 at 12:24

Market Mover | Central Bank Forward Guidance SA
Published on 28 Apr 2022 at 13:18

FX Service | ZAR Quarterly Risk Report SA
Published on 22 Apr 2022 at 11:55

ZAR FX Service | Monthly Dashboard Summary: Apr 2022 SA
Published on 14 Apr 2022 at 16:04

FX Service | CFTC Weekly SA
Published on 14 Apr 2022 at 11:46

ZAR FX Service | Monthly Roundup of ZAR Indicators Apr 2022 SA
Published on 8 Apr 2022 at 15:07

FX Service | Valuation: Mar 2022 SA
Published on 1 Apr 2022 at 14:45

Economics

ZA Data – May Monthly Budget Balance SA
Published on 30 Jun 2022 at 14:37

ZA Data Watch - May Trade Balance SA
Published on 30 Jun 2022 at 14:26

ZA Data Watch - PPI Y/Y May SA
Published on 30 Jun 2022 at 11:47

ZA Data Watch - May M3 Money Supply and PSCE SA
Published on 30 Jun 2022 at 08:44

ZA Data – Q1 Non-Farm Payrolls SA
Published on 28 Jun 2022 at 12:18

Economic Calendar: 27 June - 1 July 2022 SA
Published on 24 Jun 2022 at 13:09

ZA Data Watch - CPI Y/Y May SA
Published on 22 Jun 2022 at 10:29

ZA Data Watch - April Leading Indicator SA
Published on 21 Jun 2022 at 09:25

Economic Calendar: 20 - 24 June 2022 SA
Published on 17 Jun 2022 at 17:00

ZA DATA - April Retail Sales SA
Published on 15 Jun 2022 at 13:41

ZA Data– May SACCI BCI SA
Published on 14 Jun 2022 at 11:18

Economic Calendar: 13-17 June 2022 SA
Published on 10 Jun 2022 at 17:00

ZA Data – April Manufacturing Production SA
Published on 9 Jun 2022 at 13:34

ZA Data Watch - April Mining Production SA
Published on 9 Jun 2022 at 11:54

ZA Data Watch – Current Account Balance Q1 SA
Published on 9 Jun 2022 at 11:23

ZA Data Watch – BER Business Confidence Q2 SA
Published on 8 Jun 2022 at 12:22

ZA Data Watch – Q1 GDP SA
Published on 7 Jun 2022 at 12:00

ZA Data – May Gross and Net Reserves SA
Published on 7 Jun 2022 at 08:35

Economic Calendar: 06 June - 10 June 2022 SA
Published on 3 Jun 2022 at 17:00

ZA Data Watch - May S&P Global Manufacturing PMI SA
Published on 3 Jun 2022 at 09:40

ZA Data – May Naamsa Vehicle Sales SA
Published on 1 Jun 2022 at 14:06

ZA Data – May Absa Manufacturing PMI SA
Published on 1 Jun 2022 at 11:39

ZA Data Watch – Trade Balance April SA
Published on 31 May 2022 at 14:29

ZA Data Watch – Unemployment rate Q1 SA
Published on 31 May 2022 at 11:54

ZA Data – April M3 Money Supply & PSCE SA
Published on 31 May 2022 at 09:00

ZA Data Watch – Apr Budget Balance SA
Published on 30 May 2022 at 14:31

Economic Calendar: 30 May - 3 June 2022 SA
Published on 28 May 2022 at 17:00

ZA DATA - April PPI SA
Published on 26 May 2022 at 12:39

ZA Data Watch - Leading Indicator Mar SA
Published on 24 May 2022 at 09:27

Economic Calendar: 23-27 May 2022 SA
Published on 20 May 2022 at 17:00

Consulting

Defining the risk of fuel price movements to the balance sheet SA
Published on 7 Jun 2022 at 13:44

Benchmark for Africa sales growth
Published on 6 Jun 2022 at 15:08

Benchmark for Africa sales growth
Published on 30 May 2022 at 13:32

ZAR Sentiment Indicator SA
Published on 25 May 2022 at 16:41

Carry Attractiveness Rankings SA
Published on 23 May 2022 at 12:16

Inflation Risk Index SA
Published on 18 May 2022 at 13:04

Carry Attractiveness Rankings SA
Published on 11 May 2022 at 15:37

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 28 Apr 2022 at 12:35

ZAR Sentiment Indicator SA
Published on 20 Apr 2022 at 14:43

ZSI Implied ZAR Levels SA
Published on 14 Apr 2022 at 14:32

ZAR Valuation Range SA
Published on 12 Apr 2022 at 12:42

Inflation Risk Index SA
Published on 24 Mar 2022 at 14:51

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 17 Mar 2022 at 12:42

ZAR Sentiment Indicator SA
Published on 15 Mar 2022 at 15:33

SA Fiscal Risk Heatmap SA
Published on 23 Feb 2022 at 13:04

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 17 Feb 2022 at 13:21

Carry Attractiveness Rankings SA
Published on 2 Feb 2022 at 13:55

SA Monetary Rectitude SA
Published on 25 Jan 2022 at 14:35

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