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Intraday Comments

Precious and base metals update | Gold ticks higher SA
Published on 24 May 2018 at 08:20

JSE tumbles 1.86% amid global risk-off tone SA
Published on 24 May 2018 at 08:15

ZAR Fixed Income: SARB the main focus of today, but monetary policy not SA's problem SA
Published on 24 May 2018 at 07:37

ZAR Insight: ZAR resilience impressive, more to come? SA
Published on 24 May 2018 at 07:26

Major FX Technicals SA
Published on 24 May 2018 at 06:55

ZAR Technicals SA
Published on 24 May 2018 at 06:54

EM-US equity performance ratio hits July 2017 low SA
Published on 23 May 2018 at 16:07

US yield curve resumes flattening trend in lead up to FOMC minutes SA MX
Published on 23 May 2018 at 16:00

USD enjoying many tail winds, but ZAR proving impressively resilient SA
Published on 23 May 2018 at 15:24

Italy's political crisis gives the EUR a headache, as it plumbs 6m lows vs USD SA
Published on 23 May 2018 at 14:54

Could land expropriation without compensation indeed become a major opportunity? SA
Published on 23 May 2018 at 14:27

Respite short lived as EM FX under fresh USD pressure SA
Published on 23 May 2018 at 13:58

Fitch says local banks performed well in 2017 despite headwinds SA
Published on 23 May 2018 at 13:41

TRY falls to all-time low amid central bank rout in Turkey SA
Published on 23 May 2018 at 11:55

ZA Data Watch – CPI accelerates in Apr on the back of VAT hikes, prints below expectations SA
Published on 23 May 2018 at 10:05

Forward market says rates not going any lower from here SA
Published on 23 May 2018 at 10:00

Bull flattener bias reasserts on Treasury curve SA
Published on 23 May 2018 at 09:59

Oil slips in early trade after climbing to $80.49 on Tuesday SA MX
Published on 23 May 2018 at 09:40

Precious and base metals update | Metals kick off in mixed fashion SA
Published on 23 May 2018 at 08:34

G4 Morning Commentary SA
Published on 23 May 2018 at 08:20

ZAR Fixed Income: All eyes on inflation today as VAT and fuel price hikes get measured SA
Published on 23 May 2018 at 07:45

ZAR Insight: Turkey blowing up, but SA focus will turn to inflation SA
Published on 23 May 2018 at 07:35

Major FX Technicals SA
Published on 23 May 2018 at 07:05

ZAR Technicals SA
Published on 23 May 2018 at 07:04

SAGBs firm amid improved appetite for EM assets SA
Published on 22 May 2018 at 15:42

Ramaphosa appoints Azhar Bham to preside over the Moyane case. SA
Published on 22 May 2018 at 15:18

Tech indicator suggests commodity rally set for potential correction SA MX
Published on 22 May 2018 at 14:51

Broad EM FX volatility moderates as USD bull run stalls SA MX
Published on 22 May 2018 at 13:25

Global Stocks mixed as attention turns to dollar strength and Inflation concerns SA
Published on 22 May 2018 at 12:26

GBP pares back some losses after falling to 5-month low on Monday SA
Published on 22 May 2018 at 10:44

Viewpoints

ETM Market Movers | S&P Preview | 23 May 2018 SA
Published on 23 May 2018 at 16:07

ETM Market Movers | SARB Preview | 22 May 2018 SA
Published on 22 May 2018 at 14:34

CFTC Weekly: JPY bulls stand up amid continued USD short covering SA
Published on 21 May 2018 at 16:08

CFTC Weekly: Fervent pace of improvement in USD sentiment persists SA
Published on 14 May 2018 at 16:12

ETM ZAR Research: Valuation Assessment - ZAR retreat in context, little more than a blip? SA
Published on 11 May 2018 at 14:39

CFTC Weekly: Speculators accelerate trimming of short bets on USD SA
Published on 7 May 2018 at 15:43

ETM Market Movers | Public Wages | 4 May 2018 SA
Published on 4 May 2018 at 09:43

CFTC Weekly: Stronger USD supports embattled bulls SA
Published on 30 Apr 2018 at 15:41

ETM Market Movers | SA wheat tariff slashed, helps offset inflation impact of surging wheat prices | 26 April 2018 SA
Published on 26 Apr 2018 at 15:50

ZAR Research: Carry Trade Monitor - ZAR Carry Attractiveness still ranks in top quartile SA
Published on 26 Apr 2018 at 15:47

CFTC Weekly: ZAR sentiment sour despite gains SA
Published on 26 Apr 2018 at 12:36

CFTC Weekly: EUR and GBP longs looking a little shaky RU SA
Published on 23 Apr 2018 at 16:17

Africa Viewpoint | Jan 18 - Zimbabwe’s Election Litmus Test
Published on 18 Apr 2018 at 11:08

Africa Viewpoint | Jan 18 - A Look at African FX REERs
Published on 18 Apr 2018 at 11:05

Africa Viewpoint | Jan 18 - Will the Doves Fly in Nigeria?
Published on 18 Apr 2018 at 11:01

Africa Viewpoint | Jan 18 Kenya’s Daunting Debt Still Haunting It
Published on 18 Apr 2018 at 10:47

CFTC Weekly: USD pessimism grows amid uptick in EUR longs SA
Published on 16 Apr 2018 at 17:06

Africa Viewpoint | Bustling Quarter for African International Bonds
Published on 12 Apr 2018 at 09:51

ETM Viewpoint | SA Portfolio Flows | 11 April 2018 SA
Published on 11 Apr 2018 at 15:17

CFTC Weekly: Net shorts on USD hold above $25.0bn for third week SA
Published on 9 Apr 2018 at 16:36

CFTC Weekly: Speculators still very bearish on USD SA
Published on 3 Apr 2018 at 16:44

Weekly Tech Update - Indicators becoming more USD-ZAR bullish SA
Published on 3 Apr 2018 at 13:50

ETM ZAR Research: 6-12m Outlook - Post SARB, being cautiously bullish on ZAR is prudent SA
Published on 29 Mar 2018 at 14:41

ETM Market Movers | SARB Preview: Stars align for SARB policy easing | 27 March 2018 SA
Published on 27 Mar 2018 at 13:42

CFTC Weekly: USD sentiment sours as net shorts rocket SA
Published on 26 Mar 2018 at 16:42

ETM ZAR Research: Weekly Tech Update - USD-ZAR moving lower SA
Published on 26 Mar 2018 at 10:40

ETM ZAR Research: Land expropriation without compensation.…ignored by ZAR SA
Published on 26 Mar 2018 at 10:15

CFTC Weekly: Short bets on USD build as wage data disappoints SA
Published on 19 Mar 2018 at 16:57

ETM Viewpoint | Moody’s Preview: Downgrade still on the radar even if temporary reprieve is granted | 19 March 2018 SA
Published on 19 Mar 2018 at 15:08

CFTC Weekly: Outside of EUR, USD bulls continue to gain ground SA MX
Published on 12 Mar 2018 at 16:27

Financial Markets

Morning Insight 24 May 2018 SA
Published on 24 May 2018 at 08:31

G4 Morning Commentary SA MX
Published on 24 May 2018 at 08:09

Africa Insight - 24 May 2018
Published on 24 May 2018 at 01:02

Morning Insight 23 May 2018 SA
Published on 23 May 2018 at 07:39

Africa Insight - 23 May 2018
Published on 23 May 2018 at 01:24

Vanilla Auction: Treasury makes full allotment but investors clearly unenthusiastic SA
Published on 22 May 2018 at 12:25

Morning Insight 22 May 2018 SA
Published on 22 May 2018 at 07:42

Africa Insight 22 May 2018
Published on 22 May 2018 at 01:20

Morning Insight 21 May 2018 SA
Published on 21 May 2018 at 07:58

Africa Insight 21 May 2018
Published on 21 May 2018 at 00:43

ILB Auction: Inflation protection demand eases as NT fails to make full allotment SA
Published on 18 May 2018 at 12:07

Morning Insight 18 May 2018 SA
Published on 18 May 2018 at 07:44

Major FX Technicals SA
Published on 18 May 2018 at 07:08

Africa Insight 18 May 2018
Published on 18 May 2018 at 01:15

Morning Insight 17 May 2018 SA
Published on 17 May 2018 at 07:26

Africa Insight 17 May 2018
Published on 17 May 2018 at 01:21

Morning Insight 16 May 2018 SA
Published on 16 May 2018 at 07:17

Africa Insight 16 May 2018
Published on 16 May 2018 at 01:07

Vanilla Auction: Solid demand for SAGBs today but demand dynamics still muted SA
Published on 15 May 2018 at 11:04

Morning Insight 15 May 2018 SA
Published on 15 May 2018 at 07:42

Africa Insight 15 May 2018
Published on 15 May 2018 at 00:58

Morning Insight 14 May 2018 SA
Published on 14 May 2018 at 07:43

Africa Insight 14 May 2018
Published on 14 May 2018 at 01:05

Inflation Protection Demand Slides but NT Makes Full Allotment SA
Published on 11 May 2018 at 11:47

Morning Insight 11 May 2018 SA
Published on 11 May 2018 at 07:30

Africa Insight 11 May 2018
Published on 11 May 2018 at 01:19

Morning Insight 10 May 2018 SA
Published on 10 May 2018 at 07:48

Africa Insight 10 May 2018
Published on 10 May 2018 at 01:17

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

Africa Insight 09 May 2018
Published on 9 May 2018 at 01:03

Economics

ZA Data Review - CPI accelerates in April on the back of VAT hikes, but prints below expectations SA
Published on 23 May 2018 at 13:11

Economic Calendar: May 21 - 25 SA
Published on 18 May 2018 at 17:00

ZA Data Review - Retail sales surprised to the upside in March SA
Published on 16 May 2018 at 15:53

Economic Calendar: May 14 - 18 SA
Published on 11 May 2018 at 17:00

ZA Data Review - Manufacturing Production growth is negative in Q1 2018 SA
Published on 10 May 2018 at 15:43

ZA Data Review – Most mining sectors under pressure, gold still exerting a significant drag SA
Published on 10 May 2018 at 13:13

ZA Data Review - Gross reserves decrease marginally in April on softer gold, firmer USD SA
Published on 8 May 2018 at 10:48

Economic Calendar: May 7-11 SA
Published on 4 May 2018 at 17:00

ZA Data Review – Rebound in consumer confidence bolsters car sales despite tax hikes SA
Published on 2 May 2018 at 15:46

ZA Data Review - ABSA PMI recovers to its highest reading in 11 months in April SA
Published on 2 May 2018 at 14:11

ZA Data Review - SA's Trade Surplus comes in larger than anticipated in March SA
Published on 30 Apr 2018 at 16:45

ZA Data Review – Exorbitant spending remains major drag on fiscal health SA
Published on 30 Apr 2018 at 15:55

ZA Data Review – Rebound in business and consumer sentiment could underpin credit in near term SA
Published on 30 Apr 2018 at 11:42

Economic Calendar 30 Apr - 04 May SA
Published on 27 Apr 2018 at 17:00

ZA Data Review - Producer inflation falls below consumer inflation to an 8-month low SA
Published on 26 Apr 2018 at 14:52

Economic Calendar: April 23-27 SA
Published on 22 Apr 2018 at 17:00

ZA Data Review – Persistently soft inflation continues to bolster retail sales SA
Published on 18 Apr 2018 at 15:18

ZA Data Review - CPI comes in softer than anticipated, reaching a Feb 2011 low SA
Published on 18 Apr 2018 at 14:04

Economic Calendar: April 16-20 SA
Published on 13 Apr 2018 at 17:00

ZA Data Review - Mining production increases marginally in Feb, growth remains weak SA
Published on 12 Apr 2018 at 15:47

ZA Data Review - Manufacturing production growth pulls back sharply in February to 0.6% y/y SA
Published on 10 Apr 2018 at 15:55

ZA Data Review – Gold reserves increase props up net reserves at the end of Q1 SA
Published on 9 Apr 2018 at 11:18

Economic Calendar: April 9-13 SA
Published on 6 Apr 2018 at 17:00

ZA Data Review – Vehicle sector posts positive growth for first time in four months in March SA
Published on 3 Apr 2018 at 15:58

ZA Data Review - ABSA PMI slips back below 50.0 in March, sector still lacks meaningful momentum SA
Published on 3 Apr 2018 at 14:33

Economic Calendar: April 2-6 SA
Published on 29 Mar 2018 at 17:00

ZA Data Review – Record deficit reverses in Feb, but trade dynamics appear to be deteriorating SA
Published on 29 Mar 2018 at 16:50

ZA Data Review – Revenues recovering but expenditures continue to exceed income growth SA
Published on 29 Mar 2018 at 15:16

ZA Data Review – Persistent ZAR strength continues to alleviate producer price pressures SA
Published on 29 Mar 2018 at 14:20

ZA Data Review – Monetary environment still relatively tight, SARB easing to provide modest support SA
Published on 29 Mar 2018 at 09:57