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Intraday Comments

ZA Data Watch – Retail sales climbs to 3.1% y/y in Nov following Black Friday SA
Published on 16 Jan 2019 at 13:20

Governor Carney expresses confidence in resilience of UK financial system SA
Published on 16 Jan 2019 at 12:32

Minister Radebe eyes next month to complete IRP SA
Published on 16 Jan 2019 at 12:28

Death-Cross on the verge of forming on GBP-ZAR SA
Published on 16 Jan 2019 at 11:36

SA's CDS spread amongst the highest in the EM space despite recent pullback SA
Published on 16 Jan 2019 at 10:16

OPEC supply cut bolstering oil bulls but supply concerns continue to cap gains SA
Published on 16 Jan 2019 at 09:43

Ramaphosa looks to quell fears over SARB nationalisation SA
Published on 16 Jan 2019 at 09:02

G4 Morning Commentary SA
Published on 16 Jan 2019 at 08:26

Precious and base metals update | Base metals broadly firmer SA
Published on 16 Jan 2019 at 08:24

ZA Fixed Income: Brexit of interest but focus shifts firmly to tomorrow's MPC decision SA
Published on 16 Jan 2019 at 08:00

ZAR Technicals SA
Published on 16 Jan 2019 at 07:25

ZAR Insight: Brexit captures the headlines, but GBP impact limited SA
Published on 16 Jan 2019 at 07:06

Choppy trading for GBP-ZAR ahead of key Brexit vote SA
Published on 15 Jan 2019 at 16:51

SA 10yr bond-swap spread widens SA
Published on 15 Jan 2019 at 15:46

Fuel price looks set to drop for the third consecutive month in Feb SA
Published on 15 Jan 2019 at 15:02

3-month implied vol moderates despite looming risk events SA
Published on 15 Jan 2019 at 13:10

Spread between the R186 and UST 10-year remains elevated despite recent ZAR rally SA
Published on 15 Jan 2019 at 12:02

ZA Data Watch – Brief recovery in mining production short-lived as output slips back into contractionary territory SA
Published on 15 Jan 2019 at 11:48

FRA market pricing in no rates hike over the next 12-months SA
Published on 15 Jan 2019 at 11:10

Emerging market currencies rebounding in early trade today  SA
Published on 15 Jan 2019 at 10:45

EUR-ZAR bears struggling for further traction SA
Published on 15 Jan 2019 at 10:39

Eskom CEO's desperate appeal for tariff hikes highlights severity of situation at the SOE SA
Published on 15 Jan 2019 at 10:23

Bloomberg EM Capital Flow Index rebounds from near 2-year low MX
Published on 15 Jan 2019 at 09:42

Brent holds below $60.00/bbl handle SA MX
Published on 15 Jan 2019 at 09:05

JSE snaps 4-day winning streak SA
Published on 15 Jan 2019 at 08:32

G4 Morning Commentary SA MX
Published on 15 Jan 2019 at 08:25

Precious and base metals update | Base metals broadly firmer SA
Published on 15 Jan 2019 at 08:23

ZA Fixed Income: Bonds likely to make back ground today on ZAR and ahead of SARB MPC SA
Published on 15 Jan 2019 at 08:10

ZAR Technicals SA
Published on 15 Jan 2019 at 07:35

ZAR Insight: ZAR surges stronger as risk appetite picks up SA
Published on 15 Jan 2019 at 07:15

Viewpoints

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

Weekly Techs: USD-ZAR – Factors are mostly bearish SA
Published on 7 Jan 2019 at 16:12

ETM Viewpoint - Currency Market Assessment SA
Published on 31 Dec 2018 at 08:25

Viewpoint - Emerging Market Monetary Policy SA
Published on 28 Dec 2018 at 08:46

Viewpoint - Global Business Cycle SA
Published on 27 Dec 2018 at 07:05

Viewpoint - Oil Market Outlook SA
Published on 24 Dec 2018 at 07:52

FX Service | ZAR Outlook: ZSI suggests first six months of 2019 likely to be volatile SA
Published on 21 Dec 2018 at 14:38

FX Service | CFTC Weekly: USD bulls finally retreat SA
Published on 18 Dec 2018 at 17:37

FX Service | Weekly Techs: USD-ZAR has upside momentum SA
Published on 17 Dec 2018 at 16:25

CFTC Weekly: Dollar bulls retreat as Fed FOMC comes into focus SA MX
Published on 17 Dec 2018 at 10:36

CFTC Weekly: USD bulls continue to gain at expense of EUR and JPY SA MX
Published on 11 Dec 2018 at 15:07

FX Service | ZAR Risk Monitor: Home grown risks, the most prominent for the ZAR SA
Published on 10 Dec 2018 at 15:38

FX Service | Weekly Techs: USD-ZAR bias still to the top, DXY looking weak, EUR bias upward, but not strongly SA
Published on 10 Dec 2018 at 10:55

FX Service | Weekly CFTC: USD bulls hold firm ahead of FOMC SA
Published on 6 Dec 2018 at 10:17

Global Viewpoint | Debtaly: How much is too much? SA
Published on 5 Dec 2018 at 14:12

FX Service | Weekly Techs: EUR-USD – Balance tilting to the downside SA
Published on 3 Dec 2018 at 15:55

FX Service | Weekly Techs: DXY – Volatile market giving mixed signals SA
Published on 3 Dec 2018 at 15:53

FX Service | Weekly Techs: USD-ZAR – More upside in the offing SA
Published on 3 Dec 2018 at 15:51

CFTC Weekly: Futures market directionless as USD bulls hold firm SA MX
Published on 3 Dec 2018 at 15:09

FX Service | CFTC Update: USD bulls not giving up just yet SA
Published on 29 Nov 2018 at 10:11

CFTC Weekly: Market remains overwhelmingly bearish on the EUR SA MX
Published on 27 Nov 2018 at 15:00

FX Service | Tech Update: EUR-USD – Strong retrace underway SA
Published on 26 Nov 2018 at 17:54

FX Service | Tech Update: DXY – Most factors favour the upside SA
Published on 26 Nov 2018 at 17:52

FX Service | Tech Update: USD-ZAR – Some suggestion of an impending rebound SA
Published on 26 Nov 2018 at 17:48

Financial Markets

Africa Morning Insight 16 January 2019
Published on 16 Jan 2019 at 08:35

Morning Insight 16 January 2019 SA
Published on 16 Jan 2019 at 07:26

Vanilla Auction: Investors exhibit sense of caution ahead of SARB MPC decision SA
Published on 15 Jan 2019 at 11:54

Africa Morning Insight 15 January 2019
Published on 15 Jan 2019 at 07:56

Morning Insight 15 January 2019 SA
Published on 15 Jan 2019 at 07:37

ETM Africa-China-India Weekly Insight: 14-18 January 2019
Published on 14 Jan 2019 at 13:02

Africa Morning Insight 14 January 2019
Published on 14 Jan 2019 at 08:00

Morning Insight 14 January 2019 SA
Published on 14 Jan 2019 at 07:41

ILB Auction: Demand shoots out the lights in first auction of the year SA
Published on 11 Jan 2019 at 12:11

Africa Morning Insight 11 January 2019
Published on 11 Jan 2019 at 07:51

Morning Insight 11 January 2019 SA
Published on 11 Jan 2019 at 07:23

Africa Morning Insight 10 January 2019
Published on 10 Jan 2019 at 07:39

Morning Insight 10 January 2019 SA
Published on 10 Jan 2019 at 07:32

Morning Insight 09 January 2019 SA
Published on 9 Jan 2019 at 07:42

Africa Morning Insight 09 January 2019
Published on 9 Jan 2019 at 07:34

Vanilla Auction: Solid start for Treasury but SAGB interest not shooting lights out SA
Published on 8 Jan 2019 at 12:03

Morning Insight 08 January 2019 SA
Published on 8 Jan 2019 at 07:41

Africa Morning Insight 08 January 2019
Published on 8 Jan 2019 at 07:40

ETM Africa-China-India Weekly Insight: 07-11 January 2019
Published on 7 Jan 2019 at 12:11

Morning Insight 7 January 2019 SA
Published on 7 Jan 2019 at 08:34

Africa Morning Insight 07 January 2019
Published on 7 Jan 2019 at 07:52

Africa Morning Insight 04 January 2019
Published on 4 Jan 2019 at 07:53

Morning Insight 04 January 2019 SA
Published on 4 Jan 2019 at 07:45

Africa Morning Insight 03 January 2019
Published on 3 Jan 2019 at 08:03

Morning insight 03 January 2019 SA
Published on 3 Jan 2019 at 07:34

Morning Insight 02 January 2019 SA
Published on 2 Jan 2019 at 08:13

Africa Morning Insight 02 January 2019
Published on 2 Jan 2019 at 08:07

Africa Morning Insight 21 December 2018
Published on 21 Dec 2018 at 07:49

Morning Insight 21 December 2018 SA
Published on 21 Dec 2018 at 07:32

Africa Morning Insight 20 December 2018
Published on 20 Dec 2018 at 07:52

Economics

ZA Data Review - Structural realisms reflected in dismal mining production numbers SA
Published on 15 Jan 2019 at 15:03

Economic Calendar: Jan 14 - 18 SA
Published on 11 Jan 2019 at 17:00

ZA Data Review - Manufacturing output struggles to maintain strong upside impetus SA
Published on 10 Jan 2019 at 15:37

ZA Data Review - Absa PMI swings into positive territory but structural challenges still loom SA
Published on 9 Jan 2019 at 14:52

ZA Data Review - Vehicle sector remains in contractionary territory into the end of 2018 SA
Published on 8 Jan 2019 at 16:32

ZA Data Review - Reserves continue to build despite SARB refraining from bolstering reserves SA
Published on 8 Jan 2019 at 13:08

Economic Calendar: Jan 07-11 SA
Published on 4 Jan 2019 at 17:00

Economic Calendar: Dec 31 - Jan 04 SA
Published on 2 Jan 2019 at 08:30

ZA Data Review - Sustainability of fiscal consolidation progress questionable SA
Published on 21 Dec 2018 at 13:59

Economic Calendar: Dec 17 - 21 SA
Published on 14 Dec 2018 at 17:00

ZA Data Review - PPI likely to have peaked amid collapse in oil price SA
Published on 13 Dec 2018 at 15:36

ZA Data Review - Retail sector rebounds but growth likely to remain capped SA
Published on 12 Dec 2018 at 15:46

ZA Data Review - CPI rises for second month, but is expected to decelerate into year-end SA
Published on 12 Dec 2018 at 13:19

ZA Data Review - Manufacturing production rebounds but outlook still looks lacklustre SA
Published on 11 Dec 2018 at 16:02

ZA Data Review - Jump in platinum output bolsters recovery, but outlook remains grim SA
Published on 11 Dec 2018 at 15:46

Economic Calendar: Dec 10- 14 SA
Published on 7 Dec 2018 at 17:00

ZA Data Review - Gross and net reserves stable as the SARB refrains from building reserves SA
Published on 7 Dec 2018 at 13:58

ZA Data Review Q3 2018: C/A deficit widens following a sharp spike in imports SA
Published on 6 Dec 2018 at 16:01

ZA Data Review - Base effects aid growth rebound in Q3 but outlook still subdued SA
Published on 4 Dec 2018 at 15:48

ZA Data Review - Vehicle sales growth at 10-month low as passenger car sales extend decline SA
Published on 3 Dec 2018 at 16:50

ZA Data Review - Absa PMI rebounds sharply but structural growth impediments still weighing SA
Published on 3 Dec 2018 at 13:45

Economic Calendar: Dec 03- 07 SA
Published on 30 Nov 2018 at 17:00

ZA Data Review - Decelerating PIT growth a concern for budget outlook SA
Published on 30 Nov 2018 at 16:41

ZA Data Review – Trade balance expected to swing back to surplus amidst oil price collapse SA
Published on 30 Nov 2018 at 15:42

ZA Data Review – Oil underpins PPI but inflation cycle expected to have peaked for now SA
Published on 29 Nov 2018 at 14:27

ZA Data Review - Tight monetary environment set to keep inflation under wraps in short-medium term SA
Published on 29 Nov 2018 at 11:06

Economic Calendar: Nov 26 - 30 SA
Published on 23 Nov 2018 at 17:00

ZA CB Review - SARB hikes for first time since 2016 to anchor inflation expectations SA
Published on 22 Nov 2018 at 16:36

ZA Data Review: Fuel price inflation pushes CPI higher, but no strong case to hike rates SA
Published on 21 Nov 2018 at 13:59

Economic Calendar: Nov 19 - 23 SA
Published on 16 Nov 2018 at 17:00