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Intraday Comments

FRA market beginning to price in potential rate cuts SA
Published on 22 Feb 2019 at 16:04

SA Mineral Council says 15 mining firms have received notice of strike action SA
Published on 22 Feb 2019 at 14:19

SAGB risk premium continues to narrow as market digests Wednesday’s better-than-expected budget SA
Published on 22 Feb 2019 at 13:48

SARS presents search warrant to Bosasa SA
Published on 22 Feb 2019 at 13:48

Options market turns less bearish on the ZAR  SA
Published on 22 Feb 2019 at 12:42

Government support of Eskom has limited effect on sovereign risk profile - Fitch SA
Published on 22 Feb 2019 at 12:08

Brent crude stable at near 3-month high SA MX
Published on 22 Feb 2019 at 09:09

Precious and base metals update | Precious metals bid SA
Published on 22 Feb 2019 at 08:39

G4 Morning Commentary SA
Published on 22 Feb 2019 at 08:27

ZA Fixed Income: Clarification on debt issuance and deterioration of fiscal metrics SA
Published on 22 Feb 2019 at 08:03

ZAR Technicals SA
Published on 22 Feb 2019 at 07:38

ZAR Insight: Moody's expresses concern, ZAR appreciation will be restricted SA
Published on 22 Feb 2019 at 07:34

Moody’s says it's still unclear on details surrounding Eskom SA
Published on 21 Feb 2019 at 17:30

S&P Global weighs in on budget, support plan for Eskom SA
Published on 21 Feb 2019 at 16:52

USD-ZAR bounces back from intraday low after briefly piercing 100-DMA SA
Published on 21 Feb 2019 at 15:29

Global sovereign debt expected to reach $50 trillion by end of 2019 - S&P Global SA
Published on 21 Feb 2019 at 14:51

Implied Vol levels remain elevated as more risk events loom SA
Published on 21 Feb 2019 at 14:11

ZAR staging a recovery following the budget SA
Published on 21 Feb 2019 at 13:30

Public Enterprise Min optimistic about constructive solution over Eskom SA
Published on 21 Feb 2019 at 11:22

SA bond yields extend decline following budget speech  SA
Published on 21 Feb 2019 at 10:50

Oil pinned at YTD high underpinned by OPEC supply concerns SA MX
Published on 21 Feb 2019 at 09:09

Precious and base metals update | Gold remains well supported amid growing global headwinds SA
Published on 21 Feb 2019 at 08:52

G4 Morning Commentary SA MX
Published on 21 Feb 2019 at 08:23

ZAR Technicals SA
Published on 21 Feb 2019 at 08:03

ZA Fixed Income: Debt monster grows, inflation subdued, markets somewhat relieved SA
Published on 21 Feb 2019 at 07:54

ZAR Insight: ZAR reflects relief that budget was not significantly worse SA
Published on 21 Feb 2019 at 07:15

Budget numbers deteriorate, but the market seems to be buying Mboweni’s story SA
Published on 20 Feb 2019 at 14:55

ZAR on offer ahead of today's all-important budget SA
Published on 20 Feb 2019 at 13:58

SAGBs shrug off downside surprise in Headline CPI SA
Published on 20 Feb 2019 at 12:15

ZA Data Watch – Headline CPI surprises to the downside, decelerating to 4.0% y/y in January SA
Published on 20 Feb 2019 at 10:22

Viewpoints

2019 Budget – Glimmer of Hope but Debt Monster Grows SA
Published on 20 Feb 2019 at 17:37

ETM Viewpoint | South Africa Budget Preview | 19 February 2019 SA
Published on 19 Feb 2019 at 08:36

FX Service | Weekly Techs: Balance favours USD bears SA
Published on 18 Feb 2019 at 12:11

FX Service | Weekly CFTC: USD bulls retreated to mid-Jan SA
Published on 14 Feb 2019 at 15:29

FX Service | Weekly Techs: USD bias favours bulls, EUR still under pressure SA
Published on 11 Feb 2019 at 12:45

FX Service | Weekly Techs: USD-ZAR – Pullback could come soon SA
Published on 11 Feb 2019 at 12:11

FX Service | ZAR Resilience: SONA offers little to boost the ZAR's resilience score SA
Published on 8 Feb 2019 at 12:33

ETM Market Movers | Portfolio Flows | 6 February 2019 SA
Published on 6 Feb 2019 at 15:05

FX Service | Weekly Techs: USD-ZAR – Trending indicators still bearish SA
Published on 4 Feb 2019 at 15:24

FX Service | Weekly Techs: USD-ZAR – Bears well in control right now SA
Published on 28 Jan 2019 at 14:01

FX Service | Thematic Research: Gradually fundamentals are turning against the USD SA
Published on 28 Jan 2019 at 13:36

FX Service | Weekly Techs: EUR-USD – Now looking very bearish SA
Published on 21 Jan 2019 at 14:05

FX Service | Weekly Techs: DXY – Index has been rising strongly SA
Published on 21 Jan 2019 at 14:01

FX Service | Weekly Techs: USD-ZAR – Bias tilting to the upside SA
Published on 21 Jan 2019 at 13:22

FX Service | Valuation Tool: Less undervalued but can still accommodate more ZAR appreciation SA
Published on 17 Jan 2019 at 16:00

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

Financial Markets

ILB Auction: Linker demand lacklustre following soft CPI data SA
Published on 22 Feb 2019 at 12:21

Pan Africa Morning Insight 22 February 2019
Published on 22 Feb 2019 at 08:07

Morning Insight 22 February 2019 SA
Published on 22 Feb 2019 at 07:39

Pan Africa Morning Insight 21 February 2019
Published on 21 Feb 2019 at 08:07

Morning Insight 21 february 2019 SA
Published on 21 Feb 2019 at 08:04

Pan Africa Morning Insight 20 February 2019
Published on 20 Feb 2019 at 08:09

Morning Insight 20 February 2019 SA
Published on 20 Feb 2019 at 07:37

Vanilla Auction: Fiscal risks still linger despite rampant demand ahead of budget SA
Published on 19 Feb 2019 at 11:48

Pan Africa Morning Insight 19 February 2019
Published on 19 Feb 2019 at 08:02

Morning Insight 19 February 2019 SA
Published on 19 Feb 2019 at 07:32

ETM Africa-China-India Weekly Insight: 18 - 22 February 2019
Published on 18 Feb 2019 at 14:55

Pan Africa Morning Insight 18 February 2019
Published on 18 Feb 2019 at 08:04

Morning Insight 18 February 2019 SA
Published on 18 Feb 2019 at 07:53

ILB Auction: Demand for linkers slumps, NT fails to place the I2029 tenor SA
Published on 15 Feb 2019 at 12:06

Pan Africa Morning Insight 15 February 2019
Published on 15 Feb 2019 at 08:07

Morning Insight 15 February 2019 SA
Published on 15 Feb 2019 at 07:47

Pan Africa Morning Insight 14 February 2019
Published on 14 Feb 2019 at 08:17

Morning Insight 14 February 2019 SA
Published on 14 Feb 2019 at 07:48

Pan Africa Morning Insight 13 February 2019
Published on 13 Feb 2019 at 08:12

Morning Insight 13 February 2019 SA
Published on 13 Feb 2019 at 07:26

Vanilla Auction: A return to load-shedding dents investor demand for vanilla bonds SA
Published on 12 Feb 2019 at 11:48

Pan Africa Morning Insight 12 February 2019
Published on 12 Feb 2019 at 08:11

Morning Insight 12 February 2019 SA
Published on 12 Feb 2019 at 07:31

ETM Africa-China-India Weekly Insight: 11 - 15 February 2019
Published on 11 Feb 2019 at 13:47

Pan Africa Morning Insight 11 February 2019
Published on 11 Feb 2019 at 08:04

Morning Insight 11 February 2019 SA
Published on 11 Feb 2019 at 07:43

ILB Auction: Demand for linkers rebounds as ZAR on the defensive SA
Published on 8 Feb 2019 at 12:08

Morning Insight 8 February 2019 SA
Published on 8 Feb 2019 at 08:27

Pan Africa Morning Insight 8 February 2019
Published on 8 Feb 2019 at 08:10

Morning Insight 7 February 2019 SA
Published on 7 Feb 2019 at 08:13

Economics

Economic Calendar: Feb 25 - Mar 01 SA
Published on 22 Feb 2019 at 17:00

2019 Budget – Glimmer of Hope but Debt Monster Grows SA
Published on 20 Feb 2019 at 17:37

ZA Data Review - Fuel price cuts continue to drag headline inflation lower SA
Published on 20 Feb 2019 at 13:40

Economic Calendar: Feb 18-22 SA
Published on 15 Feb 2019 at 17:00

ZA Data Watch - Gold production slumps to 6-year low amid load-shedding, strike action SA
Published on 14 Feb 2019 at 15:01

ZA Data Review - Retail sector outlook remains bleak amid tight credit dynamics in SA SA
Published on 13 Feb 2019 at 14:58

ZA Data Review - Eskom remains key threat to manufacturing production outlook SA
Published on 12 Feb 2019 at 15:40

Economic Calendar: Feb 11 - 15 SA
Published on 8 Feb 2019 at 17:00

ZA Data Review - Large draw on FX reserves offsets softer USD and firmer gold price in Jan SA
Published on 7 Feb 2019 at 11:04

Economic Calendar: Feb 04 - 08 SA
Published on 1 Feb 2019 at 17:00

ZA Data Review - Headline vehicle sales collapse in January, dragged lower by car sales SA
Published on 1 Feb 2019 at 16:29

ZA Data Review - Absa PMI falls back below 50-mark, while expected business conditions improve SA
Published on 1 Feb 2019 at 14:05

ZA Data Review - Trade account posts record-high surplus in Dec amid slump in oil prices SA
Published on 31 Jan 2019 at 16:50

ZA Data Review - PPI looks to have peaked as external price pressures continue to ease SA
Published on 31 Jan 2019 at 15:02

ZA Data Review - Government continue to consolidate fiscus but SOEs still pose major threat SA
Published on 30 Jan 2019 at 15:40

ZA Data Review - Corporate credit falls below household credit for the first time in years SA
Published on 30 Jan 2019 at 11:22

Economic Calendar: Jan 28 - Feb 01 SA
Published on 25 Jan 2019 at 17:00

ZA Data Review - CPI decelerates to 7-month low amid sharp drop in fuel prices SA
Published on 23 Jan 2019 at 12:42

Economic Calendar: Jan 21 - 25 SA
Published on 18 Jan 2019 at 17:00

ZA CB Review - SARB unanimously votes for repo to be kept on hold, outlook neutral SA
Published on 17 Jan 2019 at 16:42

ZA Data Review - Retail sector gets a boost from Black Friday pre-Christmas shopping SA
Published on 16 Jan 2019 at 16:12

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