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Intraday Comments

USD-ZAR drops below 14.00 as risk-on returns SA
Published on 17 Nov 2017 at 14:26

Equity and bond volatility still at relatively low levels SA
Published on 17 Nov 2017 at 10:08

Foreign investors up local bond purchases SA
Published on 17 Nov 2017 at 09:00

Baker Hughes rig data in focus for oil markets as US production levels expected to climb SA
Published on 17 Nov 2017 at 08:04

Major FX Technicals SA
Published on 17 Nov 2017 at 08:03

ZAR Technicals SA
Published on 17 Nov 2017 at 08:02

ZAR Fixed Income: Bonds enjoying the ZAR rally, investors awaiting clarity to be wholesale buyers SA
Published on 17 Nov 2017 at 07:57

ZAR Insight: Slight improvement in sentiment towards EMs assists ZAR ahead of key risks SA
Published on 17 Nov 2017 at 07:38

IMF warns SA to face tough 2018 budget unless fiscal issues addressed SA
Published on 16 Nov 2017 at 15:44

Correlation between EM equities and commodity prices returns following November sell-offs SA
Published on 16 Nov 2017 at 15:19

USD-ZAR implied volatility spikes ahead of major risk events for the month ahead SA
Published on 16 Nov 2017 at 15:19

Implied vol on major EMs up across the board SA
Published on 16 Nov 2017 at 10:39

Swaps curve still reflects expectations for tighter monetary policy SA
Published on 16 Nov 2017 at 09:59

Rising Oil softens as rising US oil production being weighed against OPEC production cuts SA
Published on 16 Nov 2017 at 07:50

Major FX Technicals SA
Published on 16 Nov 2017 at 07:46

ZAR Technicals SA
Published on 16 Nov 2017 at 07:45

ZAR Fixed Income: Zim, ANC politics and the autonomy of NT all in focus at the moment SA
Published on 16 Nov 2017 at 07:36

ZAR Insight: Fluid political environment will leave investors reluctant to sell USDs just yet SA
Published on 16 Nov 2017 at 07:21

U.S. Data largely meets expectations, posing little worry for Fed SA
Published on 15 Nov 2017 at 15:47

Fiscal profligacy hurting SA economic revival in more ways than one SA
Published on 15 Nov 2017 at 14:29

ZA Data Watch – Retail sales growth holds steady at 5.4% y/y in September SA
Published on 15 Nov 2017 at 13:15

In run-up to U.S. inflation print, market still at odds with Fed policy path SA
Published on 15 Nov 2017 at 10:26

FRAs remain in grips of payers as ZAR fumbles SA
Published on 15 Nov 2017 at 10:05

Short term tech view for oil hints at bearish risks SA
Published on 15 Nov 2017 at 07:58

Major FX Technicals SA
Published on 15 Nov 2017 at 07:57

ZAR Technicals SA
Published on 15 Nov 2017 at 07:56

ZAR Fixed Income: Bonds settle down, bond auction a success, Eskom under pressure to reform SA
Published on 15 Nov 2017 at 07:50

ZAR Insight: ANC branch nominations and Zim possible coup hog the headlines SA
Published on 15 Nov 2017 at 07:23

German economy continues to power on, propping up EU growth SA
Published on 14 Nov 2017 at 12:30

ZAR joins NZD as only two majors to return negative carry trade this year SA
Published on 14 Nov 2017 at 10:32

Viewpoints

ETM ZAR Research: Risk Monitor - Politics, SARB and Ratings to Dominate SA
Published on 17 Nov 2017 at 14:37

CFTC Weekly: Dollar gloom continues to fade as net shorts fall SA
Published on 14 Nov 2017 at 16:07

ZAR Research: Weekly Tech Update - No change to upside trend SA
Published on 13 Nov 2017 at 14:40

US Business Cycle and the USD SA
Published on 10 Nov 2017 at 15:07

CFTC Weekly: Speculators continue to trim short USD positions SA
Published on 6 Nov 2017 at 14:53

ZAR undervaluation stretches, mean reversion recovery possible SA
Published on 3 Nov 2017 at 14:07

Market Movers: EM vs DM 2017 Performance SA
Published on 1 Nov 2017 at 14:16

CFTC Weekly: Dollar shorts continue to tumble SA
Published on 30 Oct 2017 at 17:01

ETM Viewpoint | Fed Balance Sheet | 27 October 2017 SA
Published on 27 Oct 2017 at 11:16

Market Mover: ECB MPC preview SA
Published on 26 Oct 2017 at 11:55

CFTC Weekly: Fiscal reform narrative drives USD shorts lower SA
Published on 23 Oct 2017 at 14:54

EM flows update: Still ZAR supportive, but SA risks high SA
Published on 20 Oct 2017 at 14:17

Signs emerging that US equity bull run might be ripe for a correction SA
Published on 20 Oct 2017 at 14:01

CFTC Weekly: Market trims short bets on USD slightly SA
Published on 16 Oct 2017 at 16:50

ZAR Resilience Assessment: Recent ZAR weakness not necessarily justified SA
Published on 13 Oct 2017 at 16:28

ETM Viewpoint_MTBPS Preview_12October2017 SA
Published on 12 Oct 2017 at 09:53

CFTC Weekly: Short bets on USD remain unchanged SA
Published on 9 Oct 2017 at 16:41

ETM Viewpoint October 2017 - US Inflation SA
Published on 9 Oct 2017 at 09:26

ZAR 6-12m View: Dec elective conference hurts ZSI SA
Published on 6 Oct 2017 at 13:36

Market Mover: Debt roll-over likes as South Africa feels pressure of tax base erosion SA
Published on 4 Oct 2017 at 10:39

CFTC Weekly: USD bearishness climbs to YTD high
Published on 2 Oct 2017 at 15:50

ZAR Technical Analysis: Signs that longer-term inflection point is approaching SA
Published on 29 Sep 2017 at 10:00

Market Movers: Caution warranted against turning ZAR bearish on the back of recent breakout SA
Published on 27 Sep 2017 at 15:44

CFTC Weekly: Short bets on USD inch higher
Published on 25 Sep 2017 at 11:32

ETM Viewpoint September 2017 - SARB vs Fed on portfolio flows SA
Published on 22 Sep 2017 at 09:51

Market Movers: Doves expected to have the upper hand, 25bp rate cut by SARB likely this week SA
Published on 19 Sep 2017 at 11:05

CFTC Weekly: Market steadily increases short bets on USD
Published on 18 Sep 2017 at 15:00

What turns the ZAR cycle? SA
Published on 15 Sep 2017 at 09:53

Viewpoint |SA Government Debt Dynamics |14 September 2017 SA
Published on 14 Sep 2017 at 09:34

CFTC Weekly: Conditions still favour USD short interest
Published on 11 Sep 2017 at 16:35

Financial Markets

Treasury fails to fully alott enlarged slate as risks weigh on demand SA
Published on 17 Nov 2017 at 12:22

Morning Insight 17 November 2017 SA
Published on 17 Nov 2017 at 08:03

Morning Insight 16 Nov 2017 SA
Published on 16 Nov 2017 at 07:57

Morning Insight 15 November 2017 SA
Published on 15 Nov 2017 at 07:55

Clearing yields rocket as market accepts riskier SAGBs SA
Published on 14 Nov 2017 at 12:07

Morning Insight 14 November 2017 SA
Published on 14 Nov 2017 at 07:56

Morning Insight 13 November 2017 SA
Published on 13 Nov 2017 at 07:51

Softer demand for ILBs, shorter dated linker now favoured SA
Published on 10 Nov 2017 at 12:23

Morning Insight 10 November 2017 SA
Published on 10 Nov 2017 at 07:51

Morning Insight 09 November 2017 SA
Published on 9 Nov 2017 at 07:53

Morning Insight 08 November 2017 SA
Published on 8 Nov 2017 at 07:55

Vanillas attract softer bidding interest but demand still robust SA
Published on 7 Nov 2017 at 12:22

Morning Insight 07 November 2017 SA
Published on 7 Nov 2017 at 07:54

Morning Insight 06 November 2017 SA
Published on 6 Nov 2017 at 07:59

Demand for ILBs increases in line with improved market sentiment SA
Published on 3 Nov 2017 at 12:38

Morning Insight 03 November 2017 SA
Published on 3 Nov 2017 at 07:53

Morning Insight 02 November 2017 SA
Published on 2 Nov 2017 at 07:53

Morning Insight 01 November 2017 SA
Published on 1 Nov 2017 at 07:51

Bidding interest swells as investors overlook MTBPS risks SA
Published on 31 Oct 2017 at 12:04

Morning Insight 31 October 2017 SA
Published on 31 Oct 2017 at 07:44

Morning Insight 30 October 2017 SA
Published on 30 Oct 2017 at 07:57

ILB demand ticks higher, shorter dated tenor still favoured SA
Published on 27 Oct 2017 at 12:43

Morning Insight 27 October 2017 SA
Published on 27 Oct 2017 at 08:02

Morning Insight 26 October 2017 SA
Published on 26 Oct 2017 at 07:55

Morning Insight 25 October 2017 SA
Published on 25 Oct 2017 at 07:49

Demand for longer-duration SAGBs rebounds at today's vanilla auction SA
Published on 24 Oct 2017 at 12:08

Morning Insight 24 October 2017 SA
Published on 24 Oct 2017 at 07:57

Morning Insight 23 October 2017 SA
Published on 23 Oct 2017 at 08:04

ILB demand significantly softer, shorter dated tenor favoured SA
Published on 20 Oct 2017 at 12:43

Morning Insight 20 October 2017 SA
Published on 20 Oct 2017 at 08:04

Economics

ZA Data Review – Retailers fare much better than expected given tough economic climate SA
Published on 15 Nov 2017 at 16:52

Economic Calender: Nov 13-17 2017 SA
Published on 13 Nov 2017 at 15:08

ZA Data Review – Manufacturers struggling to cope in tough local economic environment SA
Published on 9 Nov 2017 at 16:14

ZA Data Review - Mining sector struggles persist, in spite of recovery in commodity prices SA
Published on 9 Nov 2017 at 14:57

ZA Data Watch – SACCI BCI remains virtually unchanged, at 92.9 in October SA
Published on 8 Nov 2017 at 11:50

ZA Data Review – ZAR volatility limits SARB’s ability to purchase assets SA
Published on 7 Nov 2017 at 12:03

Economic Calendar: Nov 6-10 2017 SA
Published on 6 Nov 2017 at 13:56

ZA Data Watch – Standard Bank PMI shifts slightly higher to 49.6 in October SA
Published on 3 Nov 2017 at 09:40

ZA Data Review – Vehicle sector stabilising but at weak growth levels SA
Published on 1 Nov 2017 at 17:11

ZA Data Review – Manufacturing outlook improves marginally, but structural decline persists SA
Published on 1 Nov 2017 at 12:39

ZA Data Review – Cumulative trade surplus continues to expand on the back of falling imports SA
Published on 31 Oct 2017 at 16:28

ZA Data Watch – Unemployment rate remains sticky at a 14-year high of 27.7% in Q3 SA
Published on 31 Oct 2017 at 11:54

Economic Calendar 30 Oct-03 Nov SA
Published on 31 Oct 2017 at 10:59

ZA Data Review – Signs of fiscal consolidation remains elusive for now SA
Published on 30 Oct 2017 at 16:52

ZA Data Review – Stagnant money supply growth keeping inflation outlook relatively subdued SA
Published on 30 Oct 2017 at 11:53

ZA Data Review – Fuel inflation continues to push headline PPI higher SA
Published on 26 Oct 2017 at 15:59

ZA Data Review – Government bids farewell to fiscal consolidation promises SA
Published on 25 Oct 2017 at 18:50

ZA Data Watch – Leading indicator retreats slightly to 97.2 in August SA
Published on 24 Oct 2017 at 09:18

Economic Calendar 23 Oct-27 Oct SA
Published on 23 Oct 2017 at 09:26

Economic Calendar 16 Oct-20 Oct SA
Published on 20 Oct 2017 at 07:57

ZA Data Review – Retail sector unlikely to sustain robust sales activity SA
Published on 18 Oct 2017 at 17:02

ZA Data Review – Further kick higher in transport inflation continues to prop up CPI inflation SA
Published on 18 Oct 2017 at 14:00

ZA Data Review – Higher commodity prices boosts growth, volumes still relatively soft SA
Published on 12 Oct 2017 at 14:38

Economic Calendar 09 Oct-13 Oct SA
Published on 12 Oct 2017 at 07:42

ZA Data Review: Strong export demand providing some support to manufacturers SA
Published on 10 Oct 2017 at 17:33

ZA Data Review – SARB not looking to bulk up reserves as rand loses some ground SA
Published on 6 Oct 2017 at 11:41

ZA Data Watch – SACCI BCI recovers off multi-decade trough, but remains soft at 93.0 in September SA
Published on 5 Oct 2017 at 11:47

ZA Data Watch – Standard Bank PMI shifts deeper into contractionary territory, to 48.5 in September SA
Published on 4 Oct 2017 at 09:37

Economic Calendar 02 Oct-06 Oct SA
Published on 4 Oct 2017 at 08:14

ZA Data Review – Vehicle sector stabilising but a significant improvement in demand remains unlikely SA
Published on 2 Oct 2017 at 17:45