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    Bespoke financial market indices and analytics

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Clarity

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 set to end the week down amid improved risk appetite SA
Published on 15 Oct 2021 at 08:58

Global Equity Update | Asian stocks set for weekly rally on growing list of positives SA
Published on 15 Oct 2021 at 08:42

ZA Fixed Income: 15 October 2021 SA
Published on 15 Oct 2021 at 08:17

Oil Update | Oil heading for best winning streak since 2015 SA
Published on 15 Oct 2021 at 08:10

ZAR Insight: 15 October 2021 SA
Published on 15 Oct 2021 at 08:02

Precious and Base Metals SA
Published on 15 Oct 2021 at 06:32

ZAR Technicals SA
Published on 15 Oct 2021 at 06:08

ZAR unable to hold onto earlier gains SA
Published on 14 Oct 2021 at 15:36

Outlooks for next year suggest corn and wheat prices will keep diverging SA
Published on 14 Oct 2021 at 14:43

SA equities outperforming bonds  SA
Published on 14 Oct 2021 at 12:31

Global FX Update | DXY slide continues in the early morning session SA
Published on 14 Oct 2021 at 09:22

Global Equity Update | Europe's stocks head for higher open as markets digest inflation, earnings SA
Published on 14 Oct 2021 at 08:44

ZA Fixed Income: 14 October 2021 SA
Published on 14 Oct 2021 at 08:00

Oil Update | Prices edge higher despite API data showing an inventory build SA
Published on 14 Oct 2021 at 07:59

ZAR Insight: 14 October 2021 SA
Published on 14 Oct 2021 at 07:58

Precious and Base Metals SA
Published on 14 Oct 2021 at 06:51

ZAR Technicals SA
Published on 14 Oct 2021 at 06:40

ZAR benefitting from USD pullback SA
Published on 13 Oct 2021 at 16:59

Fuel Hedging Outlook | 06 October 2021 SA
Published on 13 Oct 2021 at 15:12

ZA Data Watch - August Retail Sales SA
Published on 13 Oct 2021 at 13:42

Global FX Update | DXY consolidating ahead of US CPI and FOMC minutes SA
Published on 13 Oct 2021 at 08:58

Global Equity Update | Stocks mixed, futures fall as US CPI and earnings loom SA
Published on 13 Oct 2021 at 08:43

Oil Update | Markets consolidate as IMF flags growth risks SA
Published on 13 Oct 2021 at 08:10

ZA Fixed Income: 13 Oct 2021 SA
Published on 13 Oct 2021 at 08:10

ZAR Insight: 13 October 2021 SA
Published on 13 Oct 2021 at 08:04

Precious and Base Metals SA
Published on 13 Oct 2021 at 07:27

ZAR Technicals SA
Published on 13 Oct 2021 at 07:27

IMF warns against early monetary tightening as growth outlook downgraded SA
Published on 12 Oct 2021 at 15:20

ZA Data – August Manufacturing Production SA
Published on 12 Oct 2021 at 13:32

ZA DATA Preview - Manufacturing Production SA
Published on 12 Oct 2021 at 12:56

Viewpoints

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

FX Service | CFTC Weekly SA
Published on 14 Oct 2021 at 13:54

Fuel Hedging Outlook | 06 October 2021 SA
Published on 13 Oct 2021 at 15:12

ZAR FX Service: Monthly roundup Oct 2021 SA
Published on 7 Oct 2021 at 15:25

FX Service | CFTC Weekly SA
Published on 7 Oct 2021 at 11:22

FRA Market Snapshot SA
Published on 6 Oct 2021 at 16:26

Fuel Hedging Outlook | 06 October 2021 SA
Published on 6 Oct 2021 at 15:14

Market Movers | Oil Outlook October 2021 SA
Published on 5 Oct 2021 at 14:30

FX Service | Weekly CFTC SA
Published on 30 Sep 2021 at 10:55

Market Movers: Global food inflation SA
Published on 29 Sep 2021 at 13:24

Market Movers | USD-ZAR Tech Outlook SA
Published on 27 Sep 2021 at 12:32

September MPC Review– SARB turns more hawkish but hikes not expected this year SA
Published on 23 Sep 2021 at 17:15

Market Movers | China and the risk of contagion SA
Published on 21 Sep 2021 at 14:27

SARB MPC Preview September 2021
Published on 20 Sep 2021 at 16:35

FX Service | Viewpoint 17 Sep 2021 SA
Published on 17 Sep 2021 at 13:09

Market Movers | ZAR vol September 2021 SA
Published on 17 Sep 2021 at 11:09

FX Service | Weekly CFTC SA
Published on 16 Sep 2021 at 16:15

FX Service | Viewpoint: Current Account drives ZAR SA
Published on 10 Sep 2021 at 13:11

FX Service | Weekly CFTC SA
Published on 9 Sep 2021 at 15:18

ETM Market Movers_Dollar vs commodity prices SA
Published on 9 Sep 2021 at 13:28

Market Movers | Weather Impact Outlook September 2021 SA
Published on 8 Sep 2021 at 14:21

FX Service | Monthly Dashboard: Sep 2021 SA
Published on 3 Sep 2021 at 15:25

Fuel Hedging Outlook | 02 September 2021 SA
Published on 2 Sep 2021 at 15:09

FX Service | Weekly CFTC SA
Published on 2 Sep 2021 at 10:21

Market Movers | Outlook for SA interest rates September 2021 SA
Published on 1 Sep 2021 at 15:37

RESEND - ZAR Service: Sentiment Report Aug SA
Published on 30 Aug 2021 at 12:31

FX Service | ZAR Sentiment: August 2021 SA
Published on 27 Aug 2021 at 13:42

Market Movers | ETM Africa fixed income overview
Published on 27 Aug 2021 at 12:18

Market Movers | Global Shipping Costs Outlook August 2021 SA
Published on 26 Aug 2021 at 15:58

ETM SA Monthly Investment Insight_August 2021 SA
Published on 24 Aug 2021 at 16:07

Financial Markets

West/North Africa Weekly Report: 11 October - 22 October 2021
Published on 15 Oct 2021 at 13:02

ILB 15 October 2021 SA
Published on 15 Oct 2021 at 12:26

Visual round up | US opening bell 15 October SA
Published on 15 Oct 2021 at 10:50

Morning Insight 15 October 2021 SA
Published on 15 Oct 2021 at 07:51

Africa Insight 15 October 2021
Published on 15 Oct 2021 at 07:47

Visual round up | US opening bell 14 October SA
Published on 14 Oct 2021 at 12:00

Morning Insight 14 October 2021 SA
Published on 14 Oct 2021 at 07:56

Africa Insight 14 October 2021
Published on 14 Oct 2021 at 07:50

Visual round up | US opening bell 13 October SA
Published on 13 Oct 2021 at 12:06

Morning Insight 13 October 2021 SA
Published on 13 Oct 2021 at 08:03

Africa Insight 13 October 2021
Published on 13 Oct 2021 at 07:45

East Africa Weekly: 11-15 October 2021
Published on 12 Oct 2021 at 14:02

Vanilla Auction: 12 October 2021 SA
Published on 12 Oct 2021 at 12:14

Visual round up | US opening bell 12 October SA
Published on 12 Oct 2021 at 11:54

Morning Insight 12 October 2021 SA
Published on 12 Oct 2021 at 08:03

Africa Insight 12 October 2021
Published on 12 Oct 2021 at 07:47

Southern Africa Weekly Report: 11 - 15 October 2021 SA
Published on 11 Oct 2021 at 15:46

Visual round up | US opening bell 11 October SA
Published on 11 Oct 2021 at 12:03

Morning Insight 11 October 2021 SA
Published on 11 Oct 2021 at 08:21

Africa Insight 11 October 2021
Published on 11 Oct 2021 at 07:50

ILB 08 October 2021 SA
Published on 8 Oct 2021 at 12:17

Visual round up | US opening bell 08 October SA
Published on 8 Oct 2021 at 11:25

West/North Africa Weekly Report: 4 October - 15 October 2021
Published on 8 Oct 2021 at 10:24

Morning Insight 08 October 2021 SA
Published on 8 Oct 2021 at 08:09

Africa Insight 8 October 2021
Published on 8 Oct 2021 at 08:05

Switch Auction: 7 October SA
Published on 7 Oct 2021 at 15:58

Visual round up | US opening bell 07 October SA
Published on 7 Oct 2021 at 12:22

Morning Insight 07 October 2021 SA
Published on 7 Oct 2021 at 07:59

Africa Insight 7 October 2021
Published on 7 Oct 2021 at 07:52

Visual round up | US opening bell 06 October SA
Published on 6 Oct 2021 at 11:55

Economics

ZA Data Watch - August Retail Sales SA
Published on 13 Oct 2021 at 13:42

ZA Data – August Manufacturing Production SA
Published on 12 Oct 2021 at 13:32

ZA Data Watch - August Mining Production SA
Published on 12 Oct 2021 at 11:53

Economic Calendar: 11 - 15 Oct SA
Published on 8 Oct 2021 at 17:00

ZA Data Watch - September Gross and Net reserves SA
Published on 7 Oct 2021 at 08:27

ZA Data – September Standard Bank PMI SA
Published on 5 Oct 2021 at 09:50

Economic Calendar: 04 - 08 Oct SA
Published on 1 Oct 2021 at 17:00

ZA Data Watch - Naamsa Vehicle Sales SA
Published on 1 Oct 2021 at 14:08

ZA Data - Absa Manufacturing PMI September SA
Published on 1 Oct 2021 at 11:21

ZA Data - Budget balance August SA
Published on 30 Sep 2021 at 14:45

ZA Data – August Trade Balance SA
Published on 30 Sep 2021 at 14:31

ZA Data – August PPI SA
Published on 30 Sep 2021 at 12:04

ZA Data - M3 & PSCE growth August SA
Published on 30 Sep 2021 at 08:16

ZA Data – Q2 Non-Farm Payrolls SA
Published on 28 Sep 2021 at 12:10

Economic Calendar: 24 Sep - 01 Oct SA
Published on 24 Sep 2021 at 17:00

ZA Data - Leading indicator July SA
Published on 21 Sep 2021 at 09:14

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

ZA Data Watch - July Retail Sales SA
Published on 15 Sep 2021 at 13:36

ZA Data - July Mining Production   SA
Published on 14 Sep 2021 at 12:15

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

ZA Data - Manufacturing Production July SA
Published on 9 Sep 2021 at 13:16

ZA Data Watch - Q2 Current Account SA
Published on 9 Sep 2021 at 11:33

ZA Data - BER Business Confidence Q3 SA
Published on 8 Sep 2021 at 12:17

ZA DATA - Q2 GDP SA
Published on 7 Sep 2021 at 12:05

ZA Data – August Gross and net reserves SA
Published on 7 Sep 2021 at 08:27

ZA Data – Q3 BER Consumer Confidence Index SA
Published on 6 Sep 2021 at 10:44

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

ZA Data - Standard Bank PMI August SA
Published on 3 Sep 2021 at 09:37

ZA Data Watch - August NAAMSA Vehicle Sales SA
Published on 1 Sep 2021 at 14:30

ZA Data - Absa Manufacturing PMI August SA
Published on 1 Sep 2021 at 11:24

Quant Analytics

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

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