FRA market beginning to price in potential rate cuts
SA
SA Mineral Council says 15 mining firms have received notice of strike action
SA
SAGB risk premium continues to narrow as market digests Wednesday’s better-than-expected budget
SA
SARS presents search warrant to Bosasa
SA
Options market turns less bearish on the ZAR
SA
Government support of Eskom has limited effect on sovereign risk profile - Fitch
SA
Brent crude stable at near 3-month high
SA
MX
Precious and base metals update | Precious metals bid
SA
ZA Fixed Income: Clarification on debt issuance and deterioration of fiscal metrics
SA
ZAR Insight: Moody's expresses concern, ZAR appreciation will be restricted
SA
Moody’s says it's still unclear on details surrounding Eskom
SA
S&P Global weighs in on budget, support plan for Eskom
SA
USD-ZAR bounces back from intraday low after briefly piercing 100-DMA
SA
Global sovereign debt expected to reach $50 trillion by end of 2019 - S&P Global
SA
Implied Vol levels remain elevated as more risk events loom
SA
ZAR staging a recovery following the budget
SA
Public Enterprise Min optimistic about constructive solution over Eskom
SA
SA bond yields extend decline following budget speech
SA
Oil pinned at YTD high underpinned by OPEC supply concerns
SA
MX
Precious and base metals update | Gold remains well supported amid growing global headwinds
SA
G4 Morning Commentary
SA
MX
ZA Fixed Income: Debt monster grows, inflation subdued, markets somewhat relieved
SA
ZAR Insight: ZAR reflects relief that budget was not significantly worse
SA
Budget numbers deteriorate, but the market seems to be buying Mboweni’s story
SA
ZAR on offer ahead of today's all-important budget
SA
SAGBs shrug off downside surprise in Headline CPI
SA
ZA Data Watch – Headline CPI surprises to the downside, decelerating to 4.0% y/y in January
SA
2019 Budget – Glimmer of Hope but Debt Monster Grows
SA
ETM Viewpoint | South Africa Budget Preview | 19 February 2019
SA
FX Service | Weekly Techs: Balance favours USD bears
SA
FX Service | Weekly CFTC: USD bulls retreated to mid-Jan
SA
FX Service | Weekly Techs: USD bias favours bulls, EUR still under pressure
SA
FX Service | Weekly Techs: USD-ZAR – Pullback could come soon
SA
FX Service | ZAR Resilience: SONA offers little to boost the ZAR's resilience score
SA
ETM Market Movers | Portfolio Flows | 6 February 2019
SA
FX Service | Weekly Techs: USD-ZAR – Trending indicators still bearish
SA
FX Service | Weekly Techs: USD-ZAR – Bears well in control right now
SA
FX Service | Thematic Research: Gradually fundamentals are turning against the USD
SA
FX Service | Weekly Techs: EUR-USD – Now looking very bearish
SA
FX Service | Weekly Techs: DXY – Index has been rising strongly
SA
FX Service | Weekly Techs: USD-ZAR – Bias tilting to the upside
SA
FX Service | Valuation Tool: Less undervalued but can still accommodate more ZAR appreciation
SA
SARB MPC Preview: Unchanged SARB decision a foregone conclusion after pre-emptive Nov hike
SA
FX Service | Weekly Techs: EUR-USD – Mixed after recent pullback
SA
FX Service | Weekly Techs: DXY – Rebound on the cards
SA
FX Service | Weekly Techs: USD-ZAR – No clear direction at the moment
SA
FX Service | ZAR Outlook Tool: ZSI relationship to ZAR breaks down as focus turns to event risks
SA
Weekly Techs: Balance favours the bears
SA
Weekly Techs: DXY – Not looking strong
SA
Weekly Techs: USD-ZAR – Factors are mostly bearish
SA
ETM Viewpoint - Currency Market Assessment
SA
Viewpoint - Emerging Market Monetary Policy
SA
Viewpoint - Global Business Cycle
SA
Viewpoint - Oil Market Outlook
SA
FX Service | ZAR Outlook: ZSI suggests first six months of 2019 likely to be volatile
SA
ILB Auction: Linker demand lacklustre following soft CPI data
SA
Pan Africa Morning Insight 22 February 2019
Morning Insight 22 February 2019
SA
Pan Africa Morning Insight 21 February 2019
Morning Insight 21 february 2019
SA
Pan Africa Morning Insight 20 February 2019
Morning Insight 20 February 2019
SA
Vanilla Auction: Fiscal risks still linger despite rampant demand ahead of budget
SA
Pan Africa Morning Insight 19 February 2019
Morning Insight 19 February 2019
SA
ETM Africa-China-India Weekly Insight: 18 - 22 February 2019
Pan Africa Morning Insight 18 February 2019
Morning Insight 18 February 2019
SA
ILB Auction: Demand for linkers slumps, NT fails to place the I2029 tenor
SA
Pan Africa Morning Insight 15 February 2019
Morning Insight 15 February 2019
SA
Pan Africa Morning Insight 14 February 2019
Morning Insight 14 February 2019
SA
Pan Africa Morning Insight 13 February 2019
Morning Insight 13 February 2019
SA
Vanilla Auction: A return to load-shedding dents investor demand for vanilla bonds
SA
Pan Africa Morning Insight 12 February 2019
Morning Insight 12 February 2019
SA
ETM Africa-China-India Weekly Insight: 11 - 15 February 2019
Pan Africa Morning Insight 11 February 2019
Morning Insight 11 February 2019
SA
ILB Auction: Demand for linkers rebounds as ZAR on the defensive
SA
Morning Insight 8 February 2019
SA
Economic Calendar: Feb 25 - Mar 01
SA
2019 Budget – Glimmer of Hope but Debt Monster Grows
SA
ZA Data Review - Fuel price cuts continue to drag headline inflation lower
SA
Economic Calendar: Feb 18-22
SA
ZA Data Watch - Gold production slumps to 6-year low amid load-shedding, strike action
SA
ZA Data Review - Retail sector outlook remains bleak amid tight credit dynamics in SA
SA
ZA Data Review - Eskom remains key threat to manufacturing production outlook
SA
Economic Calendar: Feb 11 - 15
SA
ZA Data Review - Large draw on FX reserves offsets softer USD and firmer gold price in Jan
SA
Economic Calendar: Feb 04 - 08
SA
ZA Data Review - Headline vehicle sales collapse in January, dragged lower by car sales
SA
ZA Data Review - Absa PMI falls back below 50-mark, while expected business conditions improve
SA
ZA Data Review - Trade account posts record-high surplus in Dec amid slump in oil prices
SA
ZA Data Review - PPI looks to have peaked as external price pressures continue to ease
SA
ZA Data Review - Government continue to consolidate fiscus but SOEs still pose major threat
SA
ZA Data Review - Corporate credit falls below household credit for the first time in years
SA
Economic Calendar: Jan 28 - Feb 01
SA
ZA Data Review - CPI decelerates to 7-month low amid sharp drop in fuel prices
SA
Economic Calendar: Jan 21 - 25
SA
ZA CB Review - SARB unanimously votes for repo to be kept on hold, outlook neutral
SA
ZA Data Review - Retail sector gets a boost from Black Friday pre-Christmas shopping
SA
ZA Data Review - Structural realisms reflected in dismal mining production numbers
SA
Economic Calendar: Jan 14 - 18
SA
ZA Data Review - Manufacturing output struggles to maintain strong upside impetus
SA
ZA Data Review - Absa PMI swings into positive territory but structural challenges still loom
SA
ZA Data Review - Vehicle sector remains in contractionary territory into the end of 2018
SA
ZA Data Review - Reserves continue to build despite SARB refraining from bolstering reserves
SA
Economic Calendar: Jan 07-11
SA
Economic Calendar: Dec 31 - Jan 04
SA
ZA Data Review - Sustainability of fiscal consolidation progress questionable
SA