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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

Oil Update | Prices steady ahead of EIA inventories data SA
Published on 8 Dec 2021 at 08:10

ZA Fixed Income: 8 December 2021 SA
Published on 8 Dec 2021 at 08:02

ZAR Insight: 8 December 2021 SA
Published on 8 Dec 2021 at 08:01

ZAR Technicals SA
Published on 8 Dec 2021 at 07:17

Precious and Base Metals SA
Published on 8 Dec 2021 at 06:29

La Niña causing rainfall deficits in South America SA
Published on 7 Dec 2021 at 15:18

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

ZA DATA Preview SA
Published on 7 Dec 2021 at 11:10

Global FX Update | USD remain rangebound in the early morning session SA
Published on 7 Dec 2021 at 09:31

Global Equity Update | Stocks rebound as Omicron coronavirus variant symptoms remain mild SA
Published on 7 Dec 2021 at 08:37

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

Oil Update | Rebound continues as Omicron fears subside SA
Published on 7 Dec 2021 at 08:07

ZA Fixed Income: 7 December 2021 SA
Published on 7 Dec 2021 at 08:03

ZAR Insight: 7 December 2021 SA
Published on 7 Dec 2021 at 08:00

ZA Data Preview - November Gross and Net Reserves SA
Published on 7 Dec 2021 at 07:29

Precious and Base Metals SA
Published on 7 Dec 2021 at 06:13

ZAR Technicals SA
Published on 7 Dec 2021 at 05:59

Next week a key one for FX markets SA
Published on 6 Dec 2021 at 14:23

Global FX Update | USD staging a rebound in the early morning session SA
Published on 6 Dec 2021 at 09:11

Global Equity Update | Stocks to rebound on Omicron hopes SA
Published on 6 Dec 2021 at 08:53

South African Agribusiness Confidence index has risen SA
Published on 6 Dec 2021 at 08:26

Oil Update | Prices rise as Saudi's signal confidence in the market SA
Published on 6 Dec 2021 at 08:04

ZA Fixed Income: 6 December 2021 SA
Published on 6 Dec 2021 at 07:56

ZAR Insight: 6 December 2021 SA
Published on 6 Dec 2021 at 07:54

ZAR Technicals SA
Published on 6 Dec 2021 at 07:21

Precious and Base Metals SA
Published on 6 Dec 2021 at 06:38

US added less jobs than expected, but unemployment still down SA
Published on 3 Dec 2021 at 15:42

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

Global FX Update | USD on the front foot ahead of the US employment report SA
Published on 3 Dec 2021 at 09:32

Global Equity Update | Asian stocks advance, traders remain on edge ahead of US jobs report SA
Published on 3 Dec 2021 at 08:59

Viewpoints

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

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

Financial Markets

Africa Insight 8 December 2021
Published on 8 Dec 2021 at 08:07

Morning Insight 08 December 2021 SA
Published on 8 Dec 2021 at 07:58

East Africa Weekly: 6-10 Nov 2021
Published on 7 Dec 2021 at 14:07

Vanilla Auction - 07 December SA
Published on 7 Dec 2021 at 11:49

Visual round up | US Opening bell 07 December SA
Published on 7 Dec 2021 at 11:21

Africa Insight 7 December 2021
Published on 7 Dec 2021 at 07:58

Morning Insight 07 December 2021 SA
Published on 7 Dec 2021 at 07:38

Southern Africa Weekly Report: 06 -10 December 2021 SA
Published on 6 Dec 2021 at 14:50

Visual round up | US Opening bell 06 December SA
Published on 6 Dec 2021 at 11:31

Africa Insight 6 December 2021
Published on 6 Dec 2021 at 07:59

Morning Insight 06 December 2021 SA
Published on 6 Dec 2021 at 07:56

ZAR strengthens on the back of disappointing US jobs print SA
Published on 3 Dec 2021 at 15:53

West_North Africa Weekly Report: 29 November - 10 December 2021
Published on 3 Dec 2021 at 14:12

ILB 03 December 2021 SA
Published on 3 Dec 2021 at 12:48

Visual round up | US Opening bell 03 December SA
Published on 3 Dec 2021 at 11:26

Morning Insight 03 December 2021 SA
Published on 3 Dec 2021 at 08:17

Africa Insight 3 December 2021
Published on 3 Dec 2021 at 07:27

Visual round up | US Opening bell 02 December SA
Published on 2 Dec 2021 at 11:37

Morning Insight 02 December 2021 SA
Published on 2 Dec 2021 at 07:57

Africa Insight 2 December 2021
Published on 2 Dec 2021 at 07:56

Visual round up | US Opening bell 01 December SA
Published on 1 Dec 2021 at 12:26

Morning Insight 01 December 2021 SA
Published on 1 Dec 2021 at 07:49

Africa Insight 1 December 2021
Published on 1 Dec 2021 at 07:48

East Africa Weekly: 29 Nov - 3 Nov 2021
Published on 30 Nov 2021 at 16:43

Visual round up | US Opening bell 30 November SA
Published on 30 Nov 2021 at 12:13

Vanilla Auction: 30 November 2021 SA
Published on 30 Nov 2021 at 11:42

Morning Insight 30 November 2021 SA
Published on 30 Nov 2021 at 08:25

Africa Insight 30 November 2021
Published on 30 Nov 2021 at 07:55

Southern Africa Weekly Report: 29 November - 3 December 2021 SA
Published on 29 Nov 2021 at 15:22

Visual round up | US Opening bell 29 November SA
Published on 29 Nov 2021 at 12:12

Economics

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

ZA Data - October Trade Balance SA
Published on 30 Nov 2021 at 14:41

ZA Data Watch – October Budget Balance SA
Published on 30 Nov 2021 at 14:33

ZA Data – Q3 unemployment rate SA
Published on 30 Nov 2021 at 12:11

ZA Data – October M3 Money Supply and PSCE SA
Published on 30 Nov 2021 at 08:28

Economic Calendar: 29 Nov - 03 Dec SA
Published on 26 Nov 2021 at 17:00

ZA Data – October PPI SA
Published on 25 Nov 2021 at 12:09

ZA Data - Q4 BER Business Confidence SA
Published on 24 Nov 2021 at 12:29

ZA Data Watch - September Leading Indicator SA
Published on 23 Nov 2021 at 09:28

Economic Calendar: Nov 22 - 26 SA
Published on 19 Nov 2021 at 17:00

ZA CB Watch - SARB hikes but normalisation path to be gradual SA
Published on 18 Nov 2021 at 17:13

ZA Data – September Retail Sales SA
Published on 17 Nov 2021 at 13:39

ZA Data - CPI October SA
Published on 17 Nov 2021 at 10:25

Economic Calendar: Nov 15 - 19 SA
Published on 12 Nov 2021 at 17:00

ZA Data - Manufacturing Production Sep SA
Published on 11 Nov 2021 at 13:23

ZA Data - September Mining Production SA
Published on 11 Nov 2021 at 12:20

ZA Data Watch – October Gross and Net Reserves SA
Published on 8 Nov 2021 at 08:22

Economic Calendar: Nov 08 - 12 SA
Published on 8 Nov 2021 at 05:22

ZA Data Watch – October Standard Bank PMI SA
Published on 4 Nov 2021 at 09:42

ZA Data – October Naamsa Vehicle Sales SA
Published on 2 Nov 2021 at 15:18

ZA Data - Absa Manufacturing PMI October SA
Published on 2 Nov 2021 at 11:20

Economic Calendar: Nov 01 - 05 SA
Published on 29 Oct 2021 at 17:00

ZA Data – September Budget Balance SA
Published on 29 Oct 2021 at 14:44

ZA Data: September Trade balance SA
Published on 29 Oct 2021 at 14:27

ZA Data Watch - September M3 Money Supply and PSCE SA
Published on 29 Oct 2021 at 08:24

Quant Analytics

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

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

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