Today we are taking a look at: CPI this morning ahead of MPC tomorrow dominates the local landscape, with risk assets trading better and the ZAR stabilising this morning All eyes on the FOMC tonight Oil prices extended their losses from the previous session; Gold prices little changed as investors maintained a cautious stance ahead [...]
Today we are taking a look at: Geopolitical tension spurs risk-off as SAGB yields rise sharply USDZAR trades on the back foot as global tensions remain elevated Gold and silver futures retreated, while nickel extended its decline MSCI rebalance is out of the way, and both Prosus and Naspers ended in the opposite direction due [...]
Today we are taking a look at: Focus this week will be on central bank meetings and a potentially dovish SARB; SAGBs open up weaker on the back of geopolitical tensions Risk sells off as global tensions escalate Oil surged along with the yen and Treasury futures after a strike on the heart of Saudi [...]
Today we are taking a look at: Bull curve flattener after a dovish ECB yesterday ECB stimulus programme surprises the market, and US-China trade progress revives risk appetite Oil is set for its biggest weekly loss in nearly two months as the IEA warned of a looming supply glut, while OPEC and its allies urged [...]
Today we are taking a look at: EM FX supported by US tariff hike delay, with ECB later today SAGBs may remain range-bound ahead of the meeting Market focus on the outcome of the ECB today, Gold declined after President Donald Trump said he will delay the next tariff increase on Chinese goods Oil prices [...]
Today we are taking a look at: Moody's yesterday again talking more positively than the market is pricing so we saw some post auction flattening in the yield curve The rand encounters renewed support Oil rose as API data showed a decline in American crude inventories, Gold prices edged up SA manufacturing output contracts in [...]