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Intraday Comments

ZAR Research : Viewpoint - Ramaphosa's challenge and opportunity SA
Published on 16 Feb 2018 at 15:48

Annual budget to be scrutinized for signs of more prudent fiscal decision making SA
Published on 16 Feb 2018 at 14:45

Further moderation in inflation on the radar, dovish SARB risks expected to mount SA
Published on 16 Feb 2018 at 14:33

FX update: ZAR joins other EMs on the back foot as USD slumber ends SA
Published on 16 Feb 2018 at 14:01

SA risk premium falls sharply as better economic prospects beckon SA
Published on 16 Feb 2018 at 13:43

State Capture net slowly being drawn SA
Published on 16 Feb 2018 at 12:12

Mid-term market inflation expectations ease further SA
Published on 16 Feb 2018 at 09:47

USD and a potential Russia-Saudi alliance firms oil price SA
Published on 16 Feb 2018 at 09:43

Portfolio flows into bonds YTD still negative SA
Published on 16 Feb 2018 at 09:18

G4 Morning Commentary SA
Published on 16 Feb 2018 at 07:54

ZAR Fixed Income: SONA next up with Budget next week. SA’s bond market out performs SA
Published on 16 Feb 2018 at 07:54

ZAR Insight: USD-ZAR collapses through 11.6000 as USD slides and SA sentiment rises SA
Published on 16 Feb 2018 at 07:38

Major FX Technicals SA
Published on 16 Feb 2018 at 07:29

ZAR Technicals SA
Published on 16 Feb 2018 at 07:26

S&P flags the need for reforms before credit outlook can improve SA
Published on 15 Feb 2018 at 15:34

ZAR stable as Ramaphosa elected president SA
Published on 15 Feb 2018 at 15:19

Front end vol tenors see curve invert as budget looms SA
Published on 15 Feb 2018 at 13:32

Moody’s shows its watching new leadership carefully SA
Published on 15 Feb 2018 at 12:02

Market trimming SAGB risks, but budget speech looms large SA
Published on 15 Feb 2018 at 11:16

JSE soars as Zuma steps aside SA
Published on 15 Feb 2018 at 11:00

ZAR rises on euphoria, but realities not far off SA
Published on 15 Feb 2018 at 10:00

Oil extends gains as USD fails to gain traction SA
Published on 15 Feb 2018 at 09:42

ZAR gains and political clarity encourage receivers in the FRA market SA
Published on 15 Feb 2018 at 09:36

G4 Morning Commentary SA
Published on 15 Feb 2018 at 07:56

ZAR Fixed Income: Bonds a good barometer for the amount of risk being priced out post Zuma SA
Published on 15 Feb 2018 at 07:45

ZAR Insight: Zuma resignation cheered by ZAR as it cracks through key resistance levels SA
Published on 15 Feb 2018 at 07:42

Major FX Technicals SA
Published on 15 Feb 2018 at 07:21

ZAR Technicals SA
Published on 15 Feb 2018 at 07:20

US CPI outperforms in January, sparking further concerns of faster Fed tightening SA
Published on 14 Feb 2018 at 15:42

No-confidence showdown looms as Zuma maintains he’s done nothing wrong SA
Published on 14 Feb 2018 at 14:38

Viewpoints

ETM Viewpoint | Brexit Update | 16 February 2018 SA
Published on 16 Feb 2018 at 10:21

Market Movers | South Africa Budget Preview | 15 February 2018 SA
Published on 15 Feb 2018 at 10:34

ETM Viewpoint | South Africa Rates Outlook | 14 February 2018 SA
Published on 14 Feb 2018 at 11:16

CFTC Weekly: FX Futures market still well net short USD SA
Published on 12 Feb 2018 at 16:57

CFTC Weekly: Futures market increasingly bearish on the USD SA
Published on 5 Feb 2018 at 17:02

SA’s record trade surplus sees ZAR tailwinds blow strong SA
Published on 2 Feb 2018 at 16:37

Market Movers | Eskom | 30 January 2018 SA
Published on 30 Jan 2018 at 09:44

CFTC Weekly: USD prospects looking increasingly bleak as speculators up short bets SA
Published on 29 Jan 2018 at 16:05

CFTC Weekly: USD cant catch a break in the futures market as net shorts rise further SA
Published on 22 Jan 2018 at 16:53

ETM ZAR Research: SARB decision ensures that ZAR Resilience is enhanced SA
Published on 19 Jan 2018 at 15:05

Market Movers | BoJ January MPC Preview | 19 January 2018 SA
Published on 19 Jan 2018 at 12:56

CFTC Weekly: USD bulls under pressure amid mixed data SA
Published on 15 Jan 2018 at 17:14

ZAR 6-12m View: ZSI still hints at more ZAR strength SA
Published on 12 Jan 2018 at 15:08

Market Movers | Political & Economic Event Risks | 12 January 2018 SA
Published on 12 Jan 2018 at 08:40

CFTC Weekly: USD kicks of 2018 in grips of bears SA
Published on 8 Jan 2018 at 14:44

ETM ZAR Research: Weekly Technical Update - Sentiment Matrix points to a loss of downside momentum SA
Published on 8 Jan 2018 at 11:25

CFTC Weekly: Fed rate hike can't stop increase in USD shorting interest SA
Published on 18 Dec 2017 at 14:42

ZAR Service: ANC Elective Conference Preview SA
Published on 11 Dec 2017 at 15:11

CFTC Weekly: Futures market looks to up its short USD positions SA
Published on 11 Dec 2017 at 14:48

CFTC Weekly: Inflation doubts keep USD in clutches of bears SA
Published on 4 Dec 2017 at 15:37

ZAR Service: Carry Attractiveness Ramps Higher to lend support to ZAR SA
Published on 1 Dec 2017 at 15:09

CFTC Weekly: Futures market halts USD short covering SA
Published on 28 Nov 2017 at 16:13

Market Movers | Credit Ratings vs Index Expulsion | 28 November 2017 SA
Published on 28 Nov 2017 at 10:10

ETM ZAR Research - Ratings, the WGBI and the ZAR: Risks are asymmetric SA
Published on 23 Nov 2017 at 17:08

Market Movers | SARB Preview | 21 November 2017 SA
Published on 21 Nov 2017 at 15:20

Market Movers | Credit Ratings Preview | 21 November 2017 SA
Published on 21 Nov 2017 at 12:05

CFTC Weekly: Slide in USD shorts loses some momentum SA
Published on 20 Nov 2017 at 17:13

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

Financial Markets

ILB interest lifts as domestic economic prospects brighten SA
Published on 16 Feb 2018 at 11:47

Morning Insight 16 February 2018 SA
Published on 16 Feb 2018 at 07:42

Morning Insight 15 February 2018 SA
Published on 15 Feb 2018 at 07:52

Morning Insight 14 February 2018 SA
Published on 14 Feb 2018 at 07:35

SAGBs well bid despite uncertain political backdrop SA
Published on 13 Feb 2018 at 12:16

Morning Insight 13 February 2018 SA
Published on 13 Feb 2018 at 07:53

Morning Insight 12 February 2018 SA
Published on 12 Feb 2018 at 09:04

ILB interest picks up but overall appetite remains modest SA
Published on 9 Feb 2018 at 12:15

Morning Insight 09 February 2018 SA
Published on 9 Feb 2018 at 07:36

Morning Insight 08 February 2018 SA
Published on 8 Feb 2018 at 08:04

Morning Insight 07 February 2018 SA
Published on 7 Feb 2018 at 07:39

Business as usual as duration-heavy slate well-subscribed SA
Published on 6 Feb 2018 at 11:55

Morning Insight SA
Published on 6 Feb 2018 at 08:15

Morning Insight 05 February 2018 SA
Published on 5 Feb 2018 at 07:53

Supportive FX fundamentals weigh on interest in ILBs SA
Published on 2 Feb 2018 at 12:16

Morning Insight 02 February 2018 SA
Published on 2 Feb 2018 at 07:59

Morning Insight 01 February 2018 SA
Published on 1 Feb 2018 at 07:55

Morning Insight 31 January 2018 SA
Published on 31 Jan 2018 at 07:59

Market shows little fuss as full slate placed at vanilla auction SA
Published on 30 Jan 2018 at 12:05

Morning Insight 30January 2018 SA
Published on 30 Jan 2018 at 08:03

Morning Insight 29 January 2018 SA
Published on 29 Jan 2018 at 08:03

Demand for Inflation protection slumps following muted inflation SA
Published on 26 Jan 2018 at 12:11

Morning insight 26 January 2018 SA
Published on 26 Jan 2018 at 08:04

Morning Insight 25 January 2018 SA
Published on 25 Jan 2018 at 08:02

Morning insight 24 January 2018 SA
Published on 24 Jan 2018 at 07:53

Positive start to the year keeps SAGB interest strong SA
Published on 23 Jan 2018 at 12:02

Morning Insight 23 January 2018 SA
Published on 23 Jan 2018 at 08:01

Morning insight 22 January 2018 SA
Published on 22 Jan 2018 at 08:04

Demand for ILBs recovers following upside revision to inflation forecasts SA
Published on 19 Jan 2018 at 12:05

Morning Insight 19 January 2018 SA
Published on 19 Jan 2018 at 07:57

Economics

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

Economic Calendar: Feb 12-16 SA
Published on 16 Feb 2018 at 07:25

ZA Data Review – Consumption capacity being bolstered by disinflationary pressures SA
Published on 14 Feb 2018 at 15:05

ZA Data Review – Despite recovery, output contracts for first time in eight years in 2017 SA
Published on 8 Feb 2018 at 16:00

ZA Data Review – Commodity revival boosts output, but structural hindrances remain SA
Published on 8 Feb 2018 at 14:26

ZA Data Review – Net reserves at near three and a half year high on greater forward position SA
Published on 7 Feb 2018 at 11:28

Economic Calendar: Feb 05 - 09 SA
Published on 2 Feb 2018 at 17:00

ZA Data Review – Vehicle sector starts 2018 on a weak footing amidst subdued credit appetite SA
Published on 1 Feb 2018 at 16:43

ZA Data Review – Ramaphosa-effect visible in PMI data, yet policy reform still needed SA
Published on 1 Feb 2018 at 12:21

ZA Data Review – South Africa records record surplus in 2017 on robust exports SA
Published on 31 Jan 2018 at 15:16

ZA Data Watch – Consumer morale improves slightly in Q4, nonetheless still remaining very weak SA
Published on 31 Jan 2018 at 09:18

ZA Data Review – Non-tax revenue bolsters income, expenditure still stubbornly robust SA
Published on 30 Jan 2018 at 15:16

ZA Data Review – Monetary environment remains restrictive relative to historical growth rates SA
Published on 30 Jan 2018 at 13:03

Economic Calendar: Jan 29-Feb 02 SA
Published on 26 Jan 2018 at 17:00

ZA Data Review – PPI softens notably in 2017 as ZAR strength dampens price pressures SA
Published on 25 Jan 2018 at 13:37

ZA Data Review – Fuel price hikes buoy headline CPI, core inflation continues to soften SA
Published on 24 Jan 2018 at 12:02

ZA Data Watch – SARB’s leading indicator holds steady at 105.4 in November SA
Published on 23 Jan 2018 at 09:20

Economic Calendar: Jan 22-26 SA
Published on 19 Jan 2018 at 17:00

ZA CB Review – January MPC: Cautious SARB misses out on opportunity to lower rates SA
Published on 18 Jan 2018 at 17:29

ZA Data Review – Retail sector presumably bolstered by Black Friday sales SA
Published on 17 Jan 2018 at 16:59

ZA Data Review – Mining sector benefits from higher commodity prices and global economic upswing SA
Published on 16 Jan 2018 at 15:50

ZA Data Review – Manufacturing activity remains weak, limiting employment prospects SA
Published on 12 Jan 2018 at 14:05

Economic Calendar: Jan 15-19 SA
Published on 12 Jan 2018 at 13:52

ZA Data Review – Swift policy reforms required to improve outlook for key sectors SA
Published on 11 Jan 2018 at 16:28

ZA Data Watch – SACCI BCI climbs to 11-month high of 96.4 in December SA
Published on 10 Jan 2018 at 11:53

ZA Data Review – Vehicle sector loses resilience in December, but remains in a better condition relative to prior years SA
Published on 9 Jan 2018 at 17:30

ZA Data Review – Strong ZAR, if sustained, may prompt SARB to accumulate FX reserves SA
Published on 8 Jan 2018 at 12:17

Economic Calendar: Jan 8-12 SA
Published on 5 Jan 2018 at 16:00

ZA Data Watch – Standard Bank PMI slips to its lowest level since April 2016 in December SA
Published on 4 Jan 2018 at 09:40

ZA Data Review – Money supply growth accelerates but remains soft and unlikely to bolster inflation SA
Published on 3 Jan 2018 at 14:36