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Intraday Comments

China retaliates to Trump's latest tariffs with $60bn of its own tariffs on U.S. imports SA
Published on 18 Sep 2018 at 16:00

New expropriation bill set for parliament in 2 months  SA
Published on 18 Sep 2018 at 15:25

Inflation break-even rate buoyed at 3-month high SA
Published on 18 Sep 2018 at 15:13

Fuel price inflation should continue to moderate despite the large under-recovery heading into October SA
Published on 18 Sep 2018 at 14:37

Options market less bearish on the ZAR ahead of SARB announcement SA
Published on 18 Sep 2018 at 14:06

ZAR bond volatility remains well anchored SA
Published on 18 Sep 2018 at 12:24

TRY slides against the ZAR as CBRT rate hike euphoria dissipates SA
Published on 18 Sep 2018 at 11:58

R186 yield steadies ahead of CPI and SARB rate decision SA
Published on 18 Sep 2018 at 10:32

U.S. shale output expected to rise in October SA MX
Published on 18 Sep 2018 at 09:50

Trade uncertainties put a drag on global stocks SA
Published on 18 Sep 2018 at 08:25

Precious and base metals update | Flare-up in trade tensions weighs on base metals SA
Published on 18 Sep 2018 at 08:23

G4 Morning Commentary SA MX
Published on 18 Sep 2018 at 08:20

ZA Fixed Income: Curves shift higher as EM sentiment, fuel prices and ZAR all weigh SA
Published on 18 Sep 2018 at 08:11

ZAR Technicals SA
Published on 18 Sep 2018 at 07:12

ZAR Insight: US tariffs on China do little to EM currencies SA
Published on 18 Sep 2018 at 07:08

USD-ZAR 1-week forward points trending sideways ahead of the SARB meeting  SA
Published on 17 Sep 2018 at 16:05

SAGB yield broadly higher as global risk sentiment sours SA
Published on 17 Sep 2018 at 15:27

External dynamics appear to be having more of an impact on ZAR SA
Published on 17 Sep 2018 at 14:31

Risk spread between SAGB’s and USTs widens amid Trump's trade threats  SA
Published on 17 Sep 2018 at 13:10

ZAR on the defensive amid renewed trade concerns SA
Published on 17 Sep 2018 at 12:32

2-year U.S.T-Bund spread widens to multi-year high SA
Published on 17 Sep 2018 at 10:19

Ramaphosa’s stimulus package to propose reforms on various sectors  SA
Published on 17 Sep 2018 at 10:07

U.S. rig count rises by 7 last week amid robust oil prices SA MX
Published on 17 Sep 2018 at 09:32

Precious and base metals update | Trade war concerns weigh on base metals SA
Published on 17 Sep 2018 at 08:40

JSE rebounds for 2nd straight session on Friday SA
Published on 17 Sep 2018 at 08:07

G4 Morning Commentary SA MX
Published on 17 Sep 2018 at 08:04

ZA Fixed Income: Inflation and SARB in the spotlight this week SA
Published on 17 Sep 2018 at 08:00

ZAR Technicals SA
Published on 17 Sep 2018 at 07:27

ZAR Insight: ZAR gives back some gains in anticipation of more US tariffs on China SA
Published on 17 Sep 2018 at 07:03

USD-ZAR Implied-Historical Vol. spread inverts amid EM pressure toning down  SA
Published on 14 Sep 2018 at 15:56

Viewpoints

FX Service: Weekly Tech Update - EUR-USD – Bears taking control SA
Published on 17 Sep 2018 at 17:18

FX Service: Weekly Tech Update - DXY – Turning positive after recent losses SA
Published on 17 Sep 2018 at 17:16

FX Service: Weekly Tech Update - USD-ZAR indicators favour the upside SA
Published on 17 Sep 2018 at 17:13

CFTC Weekly: Dollar long positions continue to unwind SA MX
Published on 17 Sep 2018 at 15:35

SARB MPC Preview: Underlying inflation dynamics suggest rate hike not warranted SA
Published on 17 Sep 2018 at 13:54

FX Service: ZAR Valuation Tool: ZAR undervaluation deepens, but room to be hopeful s-term SA
Published on 14 Sep 2018 at 15:56

FX Service: Weekly Tech Update - ZAR Mixed after pullback SA
Published on 10 Sep 2018 at 16:57

CFTC Weekly: EUR and GBP shorts unwind as USD loses momentum SA MX
Published on 10 Sep 2018 at 15:38

Market Movers | Fuel Price Intervention | 10 September 2018 SA
Published on 10 Sep 2018 at 15:21

FX Service: ZAR Outlook Tool 6-12m - Following ZAR sell-off, ZSI hints at a bounce SA
Published on 7 Sep 2018 at 14:56

Market Movers | SAGB Foreign Ownership | 6 September 2018 SA
Published on 6 Sep 2018 at 15:46

FX Service: Weekly CFTC Update - USD support runs out of steam SA
Published on 6 Sep 2018 at 11:57

FX Service: Weekly Tech Update - Sentiment Matrix: EUR-USD – Bears taking control SA
Published on 3 Sep 2018 at 18:27

FX Service: Weekly Tech Update - Sentiment Matrix: DXY (USD Index) – More short-term gains on the cards SA
Published on 3 Sep 2018 at 18:24

FX Service: Weekly Tech Update: Sentiment Matrix: USD-ZAR – Strongly favours the USD SA
Published on 3 Sep 2018 at 17:17

CFTC Weekly: Brexit woes see GBP bears remain firmly in control SA MX
Published on 3 Sep 2018 at 15:29

FX Service: ZAR Risk Monitor - ZAR facing a barrage of risks, outlook wanes, value notwithstanding SA
Published on 31 Aug 2018 at 14:12

FX Service: Weekly CFTC Update - Small USD build keeps trend intact SA
Published on 29 Aug 2018 at 16:08

CFTC Weekly: Dollar longs may be losing momentum as USD rally fades SA MX
Published on 27 Aug 2018 at 15:39

FX Service: Weekly EUR-USD Techs: Upside bias looking strong SA
Published on 27 Aug 2018 at 14:47

FX Service: Weekly DXY Techs - Balance favours USD bears SA
Published on 27 Aug 2018 at 14:45

FX Service: Weekly USD-ZAR Techs Balance favours the USD bears (ZAR bullish) SA
Published on 27 Aug 2018 at 14:34

FX Service: Carry Attractiveness Tool - ZAR rises two notches in carry attractiveness SA
Published on 24 Aug 2018 at 16:22

FX Service: CFTC Weekly - Tide remains in USD's favour SA
Published on 22 Aug 2018 at 13:39

CFTC Weekly: EUR remains under the cosh with dollar bulls in control SA MX
Published on 20 Aug 2018 at 15:17

Market Movers | Techs suggest gold rebound looms but fundamentals say otherwise | 17 August 2018 SA
Published on 17 Aug 2018 at 10:43

ETM Viewpoint | What if Eskom goes bust? | 15 August 2018 SA
Published on 15 Aug 2018 at 15:47

CFTC Weekly: Dollar longs return again as EUR and GBP falter SA
Published on 13 Aug 2018 at 16:13

ZAR Research: ZAR Outlook Tool - 6-12m Outlook SA
Published on 10 Aug 2018 at 16:34

CFTC Weekly: Broad-based resistance to USD bulls materialises SA
Published on 6 Aug 2018 at 15:52

Financial Markets

Vanilla Auction: Interest in SAGBs strengthens in lead up to MPC decision SA
Published on 18 Sep 2018 at 12:18

Africa Insight 18 September 2018
Published on 18 Sep 2018 at 08:00

Morning Insight 18 September 2018 SA
Published on 18 Sep 2018 at 07:14

ETM Africa-China-India Weekly Insight: 17-21 September 2018
Published on 17 Sep 2018 at 12:49

Africa Insight 17 September 2018
Published on 17 Sep 2018 at 08:02

ILB Auction: Recent ZAR gains stem ILB demand but NT still makes full allotment SA
Published on 14 Sep 2018 at 12:21

Africa Insight 14 September 2018
Published on 14 Sep 2018 at 07:58

Morning Insight 14 September 2018 SA
Published on 14 Sep 2018 at 07:40

Africa Insight 13 September 2018
Published on 13 Sep 2018 at 07:36

Morning Insight 13 September 2018 SA
Published on 13 Sep 2018 at 07:16

Africa Insight 12 September 2018
Published on 12 Sep 2018 at 08:00

Morning Insight 12 September 2018 SA
Published on 12 Sep 2018 at 07:29

Vanilla Auction: Rising yields buttressing demand for SAGBs SA
Published on 11 Sep 2018 at 12:06

Africa Insight 11 September 2018
Published on 11 Sep 2018 at 08:03

Morning Insight 11 September 2018 SA
Published on 11 Sep 2018 at 07:34

ETM Africa-China-India Weekly Insight: 10-14 September 2018
Published on 10 Sep 2018 at 12:06

Africa Insight 10 September 2018
Published on 10 Sep 2018 at 08:11

Morning Insight 10 September 2018 SA
Published on 10 Sep 2018 at 07:31

ILB Auction: ILB interest underpinned as ZAR sell-off triggers inflation fears SA
Published on 7 Sep 2018 at 11:52

Africa Insight 07 September 2018
Published on 7 Sep 2018 at 07:50

Morning Insight 07 September 2018 SA
Published on 7 Sep 2018 at 07:40

Africa Insight 06 September 2018
Published on 6 Sep 2018 at 07:52

Morning Insight 06 September 2018 SA
Published on 6 Sep 2018 at 07:29

Africa Insight 05 September 2018
Published on 5 Sep 2018 at 08:15

Morning Insight 05 September 2018 SA
Published on 5 Sep 2018 at 07:16

Vanilla Auction: Interest in vanilla bonds cools but underlying trend still solid SA
Published on 4 Sep 2018 at 12:11

Africa Insight 04 September 2018
Published on 4 Sep 2018 at 08:07

Morning Insight 04 September 2018 SA
Published on 4 Sep 2018 at 07:27

ETM Africa-China-India Weekly Insight: 3-7 September 2018
Published on 3 Sep 2018 at 14:52

Africa Insight 03 September 2018
Published on 3 Sep 2018 at 08:05

Economics

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

ZA Data Review - Mining production slumps back into a contraction SA
Published on 13 Sep 2018 at 16:10

ZA Data Review: Retail sector outlook subdued as household budgets are under pressure SA
Published on 12 Sep 2018 at 16:13

ZA Data Review - Recovery in manufacturing output likely to be temporary, PMI suggests SA
Published on 11 Sep 2018 at 16:09

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

ZA Data Review - Strong dollar continues to weigh on gross reserves SA
Published on 7 Sep 2018 at 14:41

ZA Data Review - Q2 C/A narrows as SA's trade balance improves SA
Published on 6 Sep 2018 at 16:40

ZA Data Review - Two consecutive quarters of contraction push SA into a technical recession SA
Published on 4 Sep 2018 at 16:19

ZA Data Review - Vehicle sector pressured by a contraction in passenger car and LCV sales SA
Published on 3 Sep 2018 at 17:32

ZA Data Review - ABSA PMI collapses to a 13-month low on steep pullback in business activity SA
Published on 3 Sep 2018 at 16:54

ZA Data Review - SA's trade account dips into a deficit amid an unexpected spike in imports SA
Published on 31 Aug 2018 at 17:20

Economic Calendar: September 3-7 SA
Published on 31 Aug 2018 at 17:00

ZA Data Review - Cumulative budget deficit narrows despite massive monthly deficit in July SA
Published on 30 Aug 2018 at 16:57

ZA Data Review - Producer margins continue to tighten in Jul SA
Published on 30 Aug 2018 at 16:05

ZA Data Review - Money supply ticks higher while PSCE contracts amid slow corporate credit growth SA
Published on 30 Aug 2018 at 12:31

Economic Calendar: Aug 27 - 31 SA
Published on 24 Aug 2018 at 17:00

ZA Data Review - Water and electricity drive CPI higher, core inflation remains soft SA
Published on 22 Aug 2018 at 13:06

Economic Calendar: Aug 20 - 24 SA
Published on 17 Aug 2018 at 17:00

ZA Data Review - Retail sales fall sharply despite modest inflation environment SA
Published on 15 Aug 2018 at 17:09

ZA Data Review - A strong rebound in platinum output boosts mining production in June SA
Published on 14 Aug 2018 at 14:58

Economic Calendar: Aug 13 - 17 SA
Published on 10 Aug 2018 at 17:00

ZA Data Review - A contraction in vehicle production weighs on the manufacturing sector SA
Published on 7 Aug 2018 at 16:07

ZA Data Review - Gross reserves fall as gold price continues to tank amid a firmer USD SA
Published on 7 Aug 2018 at 13:04

Economic Calendar: Aug 06 - 10 SA
Published on 3 Aug 2018 at 17:00

ZA Data Review – Data show signs of a modest revival in investment appetite as heavy-commercial vehicle sales surge SA
Published on 1 Aug 2018 at 16:00

ZA Data Review - ABSA PMI rises to a 14-month high, yet exp. business conditions weaken sharply SA
Published on 1 Aug 2018 at 15:25

ZA Data Review – Trade surplus widens in June, trade war rhetoric not reflected in export demand SA
Published on 31 Jul 2018 at 17:20

ZA Data Review - Monthly budget more than doubles as total expenditures contracts SA
Published on 31 Jul 2018 at 10:32

ZA Data Review - Money supply expands in June but remains well contained due to conservative SARB SA
Published on 30 Jul 2018 at 14:18

Economic Calendar: Jul 30 - Aug 03 SA
Published on 27 Jul 2018 at 17:00