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Commodities

Softs Update | Rains have prevented a deeper cut to Australia’s wheat outlook SA
Published on 22 Sep 2023 at 06:51

Precious and Base Metals update SA
Published on 22 Sep 2023 at 06:50

Softs Update | Technical buying lifts most grain prices SA
Published on 21 Sep 2023 at 06:57

Precious and Base Metals update SA
Published on 20 Sep 2023 at 06:53

Softs Update | First grain ship since July leaves Ukrainian Black Sea port SA
Published on 20 Sep 2023 at 06:42

Precious and Base Metals update SA
Published on 19 Sep 2023 at 06:47

Precious and Base Metals update SA
Published on 19 Sep 2023 at 06:47

Softs Update | Malaysia sees domestic rice shortage to be resolved soon SA
Published on 19 Sep 2023 at 06:46

Softs Update | China’s corn harvest escapes worst of typhoon flood devastation SA
Published on 18 Sep 2023 at 06:46

Precious and Base Metals update SA
Published on 18 Sep 2023 at 06:45

Softs Update | Rising food prices threaten global inflation SA
Published on 15 Sep 2023 at 06:50

Precious and Base Metals update SA
Published on 15 Sep 2023 at 06:46

Precious and Base Metals update SA
Published on 14 Sep 2023 at 06:47

Softs Update | Wheat rebounds from 2-year low as droughts tighten world supply SA
Published on 14 Sep 2023 at 06:46

Precious and Base Metals update SA
Published on 13 Sep 2023 at 06:55

Softs Update | Grain prices fade on resilient corn, soybean production SA
Published on 13 Sep 2023 at 06:51

Softs Update | Risks remain tilted to the upside for global food prices SA
Published on 12 Sep 2023 at 06:34

Precious and Base Metals update SA
Published on 12 Sep 2023 at 06:33

Softs Update | Philippines may scrap rice price cap soon as harvest starts SA
Published on 11 Sep 2023 at 06:18

Precious and Base Metals update SA
Published on 11 Sep 2023 at 06:10

Precious and Base Metals update SA
Published on 7 Sep 2023 at 07:00

Softs Update | Wheat prices rise amid concerns on global output decline SA
Published on 7 Sep 2023 at 06:48

Softs Update | Sugar jumps to 11-year high as top trader sees shortages SA
Published on 6 Sep 2023 at 06:38

Precious and Base Metals update SA
Published on 6 Sep 2023 at 06:38

Precious and Base Metals update SA
Published on 5 Sep 2023 at 06:55

Softs Update | Wheat rises as Putin refuses to renew grain deal SA
Published on 5 Sep 2023 at 06:53

Softs Update | Rice market shows strain after India's 6-week campaign of curbs SA
Published on 4 Sep 2023 at 06:43

Precious and Base Metals update SA
Published on 4 Sep 2023 at 06:42

Precious and Base Metals update SA
Published on 1 Sep 2023 at 06:48

Softs Update | Grains traded in the red yesterday SA
Published on 1 Sep 2023 at 06:47

Financial Markets

Global Equity Update | US equities head lower as data reinforces the case for elevated rates SA
Published on 22 Sep 2023 at 08:45

SA Morning Research SA
Published on 22 Sep 2023 at 08:07

Africa Morning Research
Published on 22 Sep 2023 at 06:56

ZA CB watch - SARB keeps rates on hold SA
Published on 21 Sep 2023 at 14:52

The Bank of England leaves interest rates unchanged SA
Published on 21 Sep 2023 at 13:17

GBP-ZAR steadies ahead of the BoE meeting SA
Published on 21 Sep 2023 at 12:49

US Opening Bell | Visual Round Up 21 September 2023 SA
Published on 21 Sep 2023 at 12:45

Global Equity Update | Equities under pressure following hawkish signals at the Fed's FOMC SA
Published on 21 Sep 2023 at 08:38

SA Morning Research SA
Published on 21 Sep 2023 at 08:13

Africa Morning Research
Published on 21 Sep 2023 at 07:03

Fed keeps rates unchanged, re-affirms higher-for-longer narrative SA
Published on 20 Sep 2023 at 21:46

West-North Africa Weekly Report: 18-22 Sep 2023
Published on 20 Sep 2023 at 15:58

Global Equity Update | US and Asian equity markets under pressure ahead of today's FOMC decision SA
Published on 20 Sep 2023 at 08:28

SA Morning Research SA
Published on 20 Sep 2023 at 08:23

Africa Morning Research
Published on 20 Sep 2023 at 06:55

SA Vanilla Auction | 19 September 2023 SA
Published on 19 Sep 2023 at 12:23

US Opening Bell | Visual Round Up 19 September 2023 SA
Published on 19 Sep 2023 at 12:06

Global Equity Update | Rallying oil prices put equities under pressure during the Asian session SA
Published on 19 Sep 2023 at 08:40

SA Morning Research SA
Published on 19 Sep 2023 at 08:13

Africa Morning Research
Published on 19 Sep 2023 at 07:35

US Opening Bell | Visual Round Up 15 September 2023 SA
Published on 18 Sep 2023 at 12:39

Southern Africa Weekly Report: 18-22 Sep 2023
Published on 18 Sep 2023 at 10:47

Global Equity Update | Concerns over the outlook of the semiconductor industry weigh on sentiment SA
Published on 18 Sep 2023 at 08:38

SA Morning Research SA
Published on 18 Sep 2023 at 08:12

Africa Morning Research
Published on 18 Sep 2023 at 07:35

Foreign investors exited EM assets in August, with Chinese equities the biggest drag SA
Published on 15 Sep 2023 at 14:11

SA ILB Auction | 15 September 2023 SA
Published on 15 Sep 2023 at 13:23

US Opening Bell | Visual Round Up 15 September 2023 SA
Published on 15 Sep 2023 at 12:09

Global Equity Update | Global risk appetite improves on stronger US and Chinese economic data SA
Published on 15 Sep 2023 at 08:48

SA Morning Research SA
Published on 15 Sep 2023 at 08:20

Corporate - Clarity

East Africa Weekly Report: 18-22 Sep 2023
Published on 19 Sep 2023 at 13:41

Global Rates Update | Global yields surge on hawkish central banks SA
Published on 9 Sep 2022 at 08:00

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

Intelligence

Market Mover: Africa’s vulnerability to slowing Chinese growth SA
Published on 19 Sep 2023 at 14:10

FX Service | Monthly Rates Dashboard: September 2023 SA
Published on 15 Sep 2023 at 14:36

FX Service | CFTC Weekly SA
Published on 14 Sep 2023 at 12:58

ZAR FX Service | Monthly Dashboard of Key Indicators: Sep 2023 SA
Published on 8 Sep 2023 at 13:22

FX Service | CFTC Weekly SA
Published on 31 Aug 2023 at 14:35

FX Service | Unpacking SA's Trade Dynamics SA
Published on 29 Aug 2023 at 14:19

FX Service | CFTC Weekly SA
Published on 24 Aug 2023 at 10:25

Market Mover | China's Economic Struggles: Implications and Concerns SA
Published on 21 Aug 2023 at 15:11

FX Service | Yield spread compression undermining ZAR SA
Published on 18 Aug 2023 at 10:49

Market Mover | Global food insecurity rising SA
Published on 17 Aug 2023 at 11:58

FX Service | Monthly Rates Dashboard: August 2023 SA
Published on 11 Aug 2023 at 15:26

Market Mover | LATAM Central Banks Set the Stage for Monetary Policy Easing SA
Published on 7 Aug 2023 at 13:46

FX Service | Monthly FX Dashboard: August 2023 SA
Published on 4 Aug 2023 at 10:18

FX Service | CFTC Weekly SA
Published on 2 Aug 2023 at 13:09

ZAR Service | Understanding Central Bank Disparities SA
Published on 28 Jul 2023 at 13:37

FX Service | CFTC Weekly SA
Published on 18 Jul 2023 at 15:41

Monthly Rates Dashboard SA
Published on 14 Jul 2023 at 17:17

FX Service | CFTC Weekly SA
Published on 12 Jul 2023 at 14:29

FX Service | Monthly FX Dashboard: July 2023 SA
Published on 7 Jul 2023 at 13:38

FX Service | CFTC Weekly SA
Published on 4 Jul 2023 at 14:46

FX Service | ZAR Valuation: June 2023 SA
Published on 30 Jun 2023 at 15:57

FX Service | CFTC Weekly SA
Published on 28 Jun 2023 at 13:53

FX Service | Monthly Rates Dashboard: June 2023 SA
Published on 23 Jun 2023 at 14:03

FX Service | CFTC Weekly SA
Published on 21 Jun 2023 at 14:01

FX Service | Monthly FX Dashboard: June 2023 SA
Published on 19 Jun 2023 at 17:38

FX Service | CFTC Weekly SA
Published on 7 Jun 2023 at 15:58

ZAR FX Service | Global dollar liquidity - June 2023 SA
Published on 2 Jun 2023 at 15:14

Viewpoint | Revenue collections in SA SA
Published on 31 May 2023 at 16:00

FX Service | CFTC Weekly SA
Published on 31 May 2023 at 12:39

ZAR FX Service | ZAR Outlook - May 2023 SA
Published on 29 May 2023 at 07:39

Economics

ZA CB Review - September 2023 SA
Published on 21 Sep 2023 at 16:28

ZA CB watch - SARB keeps rates on hold SA
Published on 21 Sep 2023 at 14:52

ZA Data - July Retail Sales SA
Published on 20 Sep 2023 at 14:11

ZA DATA - August CPI SA
Published on 20 Sep 2023 at 10:47

Economic Calendar: 18-22 September 2023 SA
Published on 15 Sep 2023 at 17:00

ZA Data - Mining production y/y July SA
Published on 14 Sep 2023 at 12:23

ZA Data - Manufacturing production n.s.a y/y July SA
Published on 11 Sep 2023 at 13:44

Economic Calendar: 11-15 September 2023 SA
Published on 8 Sep 2023 at 17:00

ZA DATA - Q2 Current Account Balance SA
Published on 7 Sep 2023 at 11:56

ZA Data - Net reserves Aug SA
Published on 7 Sep 2023 at 09:11

ZA Data - BER business confidence Q3 SA
Published on 6 Sep 2023 at 12:39

ZA Data - Q2 GDP 2023 SA
Published on 5 Sep 2023 at 12:18

ZA Data - SA S&P composite PMI August SA
Published on 5 Sep 2023 at 10:03

Economic Calendar: 04-08 September 2023 SA
Published on 1 Sep 2023 at 17:00

ZA DATA: August Naamsa Vehicle Sales SA
Published on 1 Sep 2023 at 15:22

ZA Data - ABSA manufacturing PMI August SA
Published on 1 Sep 2023 at 11:44

ZA Data - Trade balance July SA
Published on 31 Aug 2023 at 14:47

ZA Data - PPI y/y July SA
Published on 31 Aug 2023 at 11:57

ZA Data- Government budget balance July SA
Published on 30 Aug 2023 at 14:53

ZA Data - M3 money supply y/y SA
Published on 30 Aug 2023 at 08:47

Economic Calendar: August 31 - 1 September 2023 SA
Published on 25 Aug 2023 at 17:00

ZA Data - CPI y/y July SA
Published on 23 Aug 2023 at 10:29

ZA Data - Leading Indicator June SA
Published on 22 Aug 2023 at 09:31

Economic Calendar: 21-25 August 2023 SA
Published on 19 Aug 2023 at 17:00

ZA Data - Retail sales constant y/y June SA
Published on 16 Aug 2023 at 13:37

ZA Data - Unemployment rate Q2 2023 SA
Published on 15 Aug 2023 at 12:44

Economic Calendar: 14-18 August 2023 SA
Published on 11 Aug 2023 at 17:00

ZA Data - Manufacturing production n.s.a y/y June SA
Published on 10 Aug 2023 at 13:37

ZA Data -Mining production y/y SA
Published on 10 Aug 2023 at 11:59

ZA Data – Net reserves July SA
Published on 7 Aug 2023 at 08:48

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