Daily Market Commentary Flash Note – 5 March 2021
Rising UST yields continued to see growth assets sell off as rotation out of tech into energy and value persists.
Daily Market Commentary Flash Note – 4 March 2021
Oil prices rose on Wednesday, boosted by expectations that Opec+ producers might decide against increasing output.
Daily Market Commentary Flash Note – 3 March 2021
Asian markets have shrugged off the tech sell-off overnight in the US and are trading positively across the broader market.
Daily Market Commentary Flash Note – 2 March 2021
The SA manufacturing PMI surprised to the upside in February; Naamsa vehicle sales fell by 13.3% to 37 521 units.
Daily Market Commentary Flash Note – 1 March 2021
SA's Monthly Budget Balance - Large deficit in January but revenue seems to be doing well.
Daily Market Commentary Flash Note – 26 February 2021
UST yields spike, which sees pandemic equity winners tumble overnight, as investors reduce risk into the weekend.