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Intraday Comments

Precious and base metals update | Palladium hits new record high SA MX
Published on 19 Mar 2019 at 09:15

Brent crude continues to trend sideways SA MX
Published on 19 Mar 2019 at 08:43

ZA Fixed Income: Through all the negativity, bonds may be a safety harbour for investors SA
Published on 19 Mar 2019 at 08:02

ZAR Insight: Load shedding offers foreigners steep discount on SA exposure SA
Published on 19 Mar 2019 at 07:17

ZAR Technicals SA
Published on 19 Mar 2019 at 06:59

Futures market further entrenches its bearish ZAR assessment SA
Published on 18 Mar 2019 at 16:07

Cost of insuring SA debt remains anchored near multi-month lows, albeit elevated on a comparative basis SA
Published on 18 Mar 2019 at 15:30

EUR-USD looking to extend rally for the second week SA
Published on 18 Mar 2019 at 15:11

EMEA Midday Snapshot SA
Published on 18 Mar 2019 at 14:17

ZAR on the defensive as load-shedding remains SA
Published on 18 Mar 2019 at 12:02

SA Agribusiness confidence index rebounds but remains compressed SA
Published on 18 Mar 2019 at 10:50

2w implied. Vol on USD-ZAR kicks higher ahead of looming risk events SA
Published on 18 Mar 2019 at 10:11

Oil remains range-bound as economic slowdown provides resistance while OPEC cuts provide support SA MX
Published on 18 Mar 2019 at 09:08

Precious and base metals update | Gold edging lower ahead of Fed meeting SA MX
Published on 18 Mar 2019 at 08:43

G4 Morning Commentary SA MX
Published on 18 Mar 2019 at 08:37

ZA Fixed Income: SA shooting itself in the foot ahead of Moody's review announcement SA
Published on 18 Mar 2019 at 08:06

ZAR Insight: SA's idiosyncratic problems detract from ZAR performance SA
Published on 18 Mar 2019 at 07:25

ZAR Technicals SA
Published on 18 Mar 2019 at 07:06

Hefty administered price increases to squeeze household budgets SA
Published on 15 Mar 2019 at 14:36

EMEA Midday Snapshot SA
Published on 15 Mar 2019 at 13:54

Elevated R186 vs. 10yr IRS spread points to heightened fiscal risk in South Africa SA
Published on 15 Mar 2019 at 13:41

Labour court rejects request for AMCU industry-wide strike SA
Published on 15 Mar 2019 at 12:51

Standard Bank restructuring puts 1200 jobs on the line SA
Published on 15 Mar 2019 at 11:22

Precious and base metals update | Base metals supported by China tax cuts SA MX
Published on 15 Mar 2019 at 09:22

Brent crude looks set for second weekly gain SA MX
Published on 15 Mar 2019 at 08:47

G4 Morning Commentary SA MX
Published on 15 Mar 2019 at 08:37

ZA Fixed Income: SA Inc's slow growth implies a higher risk premium SA
Published on 15 Mar 2019 at 08:10

ZAR Insight: As SA's productive capacity erodes, ZAR's resilience is questioned SA
Published on 15 Mar 2019 at 07:37

ZAR Technicals SA
Published on 15 Mar 2019 at 07:32

ZAR depreciates vs the USD for third consecutive session SA
Published on 14 Mar 2019 at 14:58

Viewpoints

FX Service | Weekly Techs: Weaker USD bias SA
Published on 19 Mar 2019 at 09:42

FX Service | ZAR Resilience Tool: Resilience score improves, but not enough to turn investors ZAR bullish SA
Published on 15 Mar 2019 at 14:52

FX Service | Weekly CFTC: USD net longs extend rebound SA
Published on 14 Mar 2019 at 15:33

FX Service | Viewpoint: Underwhelming budget and Eskom give Moody's a headache SA
Published on 8 Mar 2019 at 10:09

FX Service | Weekly CFTC: USD longs holding steady SA
Published on 7 Mar 2019 at 16:02

FX Service | Weekly CFTC: USD net long position rebounds SA
Published on 1 Mar 2019 at 13:25

FX Service | Monthly Dashboard: Budget does little to help ZAR outlook improve SA
Published on 26 Feb 2019 at 14:20

FX Service | Weekly Techs: USD-ZAR Bias weaker now SA
Published on 25 Feb 2019 at 11:36

2019 Budget – Glimmer of Hope but Debt Monster Grows SA
Published on 20 Feb 2019 at 17:37

ETM Viewpoint | South Africa Budget Preview | 19 February 2019 SA
Published on 19 Feb 2019 at 08:36

FX Service | Weekly Techs: Balance favours USD bears SA
Published on 18 Feb 2019 at 12:11

FX Service | Weekly CFTC: USD bulls retreated to mid-Jan SA
Published on 14 Feb 2019 at 15:29

FX Service | Weekly Techs: USD bias favours bulls, EUR still under pressure SA
Published on 11 Feb 2019 at 12:45

FX Service | Weekly Techs: USD-ZAR – Pullback could come soon SA
Published on 11 Feb 2019 at 12:11

FX Service | ZAR Resilience: SONA offers little to boost the ZAR's resilience score SA
Published on 8 Feb 2019 at 12:33

ETM Market Movers | Portfolio Flows | 6 February 2019 SA
Published on 6 Feb 2019 at 15:05

FX Service | Weekly Techs: USD-ZAR – Trending indicators still bearish SA
Published on 4 Feb 2019 at 15:24

FX Service | Weekly Techs: USD-ZAR – Bears well in control right now SA
Published on 28 Jan 2019 at 14:01

FX Service | Thematic Research: Gradually fundamentals are turning against the USD SA
Published on 28 Jan 2019 at 13:36

FX Service | Weekly Techs: EUR-USD – Now looking very bearish SA
Published on 21 Jan 2019 at 14:05

FX Service | Weekly Techs: DXY – Index has been rising strongly SA
Published on 21 Jan 2019 at 14:01

FX Service | Weekly Techs: USD-ZAR – Bias tilting to the upside SA
Published on 21 Jan 2019 at 13:22

FX Service | Valuation Tool: Less undervalued but can still accommodate more ZAR appreciation SA
Published on 17 Jan 2019 at 16:00

SARB MPC Preview: Unchanged SARB decision a foregone conclusion after pre-emptive Nov hike SA
Published on 15 Jan 2019 at 12:28

FX Service | Weekly Techs: EUR-USD – Mixed after recent pullback SA
Published on 14 Jan 2019 at 15:02

FX Service | Weekly Techs: DXY – Rebound on the cards SA
Published on 14 Jan 2019 at 14:59

FX Service | Weekly Techs: USD-ZAR – No clear direction at the moment SA
Published on 14 Jan 2019 at 14:51

FX Service | ZAR Outlook Tool: ZSI relationship to ZAR breaks down as focus turns to event risks SA
Published on 10 Jan 2019 at 14:55

Weekly Techs: Balance favours the bears SA
Published on 7 Jan 2019 at 16:17

Weekly Techs: DXY – Not looking strong SA
Published on 7 Jan 2019 at 16:15

Financial Markets

Pan Africa Morning Insight 19 March 2019
Published on 19 Mar 2019 at 08:11

Morning Insight 19 March 2019 SA
Published on 19 Mar 2019 at 07:31

Africa Weekly Snapshot 18-22 March 2019
Published on 18 Mar 2019 at 14:01

Pan Africa Morning Insight 18 March 2019
Published on 18 Mar 2019 at 08:18

Morning Insight 18 March 2019 SA
Published on 18 Mar 2019 at 07:29

ILB Auction: Linker demand rises for third consecutive week SA
Published on 15 Mar 2019 at 12:36

ILB Auction: Linker demand rises for third consecutive week SA
Published on 15 Mar 2019 at 12:36

Pan Africa Morning Insight 15 March 2019
Published on 15 Mar 2019 at 08:19

Morning Insight 15 March 2019 SA
Published on 15 Mar 2019 at 07:40

Pan Africa Morning Insight 14 March 2019
Published on 14 Mar 2019 at 08:13

Morning Insight 14 March 2019 SA
Published on 14 Mar 2019 at 07:33

Pan Africa Morning Insight 13 March 2019
Published on 13 Mar 2019 at 08:07

Morning Insight 13 March 2019 SA
Published on 13 Mar 2019 at 07:51

Vanilla Auction: Demand Slumps To Mid-Dec Lows As Local And Global Risk Events Eyed SA
Published on 12 Mar 2019 at 11:46

Pan Africa Morning Insight 12 March 2019
Published on 12 Mar 2019 at 08:13

Morning Insight 12 March 2019 SA
Published on 12 Mar 2019 at 07:39

Africa Weekly Snapshot 11-15 March 2019
Published on 11 Mar 2019 at 13:35

Pan Africa Morning Insight 11 March 2019
Published on 11 Mar 2019 at 08:28

Morning Insight 11 March 2019 SA
Published on 11 Mar 2019 at 07:40

ILB Auction: Inflation expectations remain subdued despite recent oil rally SA
Published on 8 Mar 2019 at 12:51

Pan Africa Morning Insight 8 March 2019
Published on 8 Mar 2019 at 08:23

Morning Insight 08 March 2019 SA
Published on 8 Mar 2019 at 07:01

Pan Africa Morning Insight 7 March 2019
Published on 7 Mar 2019 at 08:24

Morning Insight 07 March 2019 SA
Published on 7 Mar 2019 at 07:29

Pan Africa Morning Insight 6 March 2019
Published on 6 Mar 2019 at 08:20

Morning Insight 06 March 2019 SA
Published on 6 Mar 2019 at 07:32

Vanilla Auction: Demand picks up while regulated prices come into focus SA
Published on 5 Mar 2019 at 12:02

Pan Africa Morning Insight 5 March 2019
Published on 5 Mar 2019 at 08:11

Morning Insight 05 March 2019 SA
Published on 5 Mar 2019 at 07:35

Africa Weekly Snapshot 4-8 March 2019
Published on 4 Mar 2019 at 15:11

Economics

Economic Calendar: March 18 - 22 SA
Published on 15 Mar 2019 at 17:00

ZA Data Review - Outlook for stagnant manufacturing sector remains gloomy SA
Published on 14 Mar 2019 at 15:46

ZA Data Review - Outlook for the mining sector and in particular gold remains gloomy SA
Published on 14 Mar 2019 at 14:49

Economic Calendar: Mar 11 - 15 SA
Published on 8 Mar 2019 at 17:00

ZA Data Review - C/A deficit widens to 3.5% of GDP in 2018 from 2.5% in 2017 SA
Published on 7 Mar 2019 at 15:32

ZA Data Review - Renewed dollar strength could pressure reserves in the short term SA
Published on 7 Mar 2019 at 12:57

ZA Data Review - Sharp decline in fixed capital formation highlights dire need for policy reform SA
Published on 5 Mar 2019 at 15:20

Economic Calendar: Mar 04 - 08 SA
Published on 1 Mar 2019 at 17:00

ZA Data Review - Benign economic conditions reflected in recent slump in vehicle sales SA
Published on 1 Mar 2019 at 16:38

ZA Data Review - Weaker demand halts recent recovery in the manufacturing sector SA
Published on 1 Mar 2019 at 14:38

ZA Data Review - Ramp up in expenditure brings fiscal consolidation progress into question SA
Published on 28 Feb 2019 at 16:51

ZA Data Review - Trade balance swings into deficit at the start of 2019 amid sharp rise in imports SA
Published on 28 Feb 2019 at 16:23

ZA Data Review - PPI softens notably at the start of the year amid softer petrol prices SA
Published on 28 Feb 2019 at 14:10

ZA Data Review - Despite rebound in corporate credit growth, monetary dynamics remain tight SA
Published on 28 Feb 2019 at 12:50

Economic Calendar: Feb 25 - Mar 01 SA
Published on 22 Feb 2019 at 17:00

2019 Budget – Glimmer of Hope but Debt Monster Grows SA
Published on 20 Feb 2019 at 17:37

ZA Data Review - Fuel price cuts continue to drag headline inflation lower SA
Published on 20 Feb 2019 at 13:40

Economic Calendar: Feb 18-22 SA
Published on 15 Feb 2019 at 17:00

ZA Data Watch - Gold production slumps to 6-year low amid load-shedding, strike action SA
Published on 14 Feb 2019 at 15:01

ZA Data Review - Retail sector outlook remains bleak amid tight credit dynamics in SA SA
Published on 13 Feb 2019 at 14:58

ZA Data Review - Eskom remains key threat to manufacturing production outlook SA
Published on 12 Feb 2019 at 15:40

Economic Calendar: Feb 11 - 15 SA
Published on 8 Feb 2019 at 17:00

ZA Data Review - Large draw on FX reserves offsets softer USD and firmer gold price in Jan SA
Published on 7 Feb 2019 at 11:04

Economic Calendar: Feb 04 - 08 SA
Published on 1 Feb 2019 at 17:00

ZA Data Review - Headline vehicle sales collapse in January, dragged lower by car sales SA
Published on 1 Feb 2019 at 16:29

ZA Data Review - Absa PMI falls back below 50-mark, while expected business conditions improve SA
Published on 1 Feb 2019 at 14:05

ZA Data Review - Trade account posts record-high surplus in Dec amid slump in oil prices SA
Published on 31 Jan 2019 at 16:50

ZA Data Review - PPI looks to have peaked as external price pressures continue to ease SA
Published on 31 Jan 2019 at 15:02

ZA Data Review - Government continue to consolidate fiscus but SOEs still pose major threat SA
Published on 30 Jan 2019 at 15:40

ZA Data Review - Corporate credit falls below household credit for the first time in years SA
Published on 30 Jan 2019 at 11:22