Markets and Research

Daily Market Commentary: 4 December 2019

By | 2019-12-04T09:25:23+02:00 December 4th, 2019|Markets and Research|

Today we are taking a look at: SAGB yield curve bear steepens after GDP disappointment, yields higher, ZAR weaker Risk aversion increases on President Trump’s trade-deal comments Oil defied trade-deal bearishness to rise for a third day, Gold little changed World equity markets are taking a breather as tariff/political tensions rise between the two biggest [...]

Daily Market Commentary: 3 December 2019

By | 2019-12-03T09:23:05+02:00 December 3rd, 2019|Markets and Research|

Today we are taking a look at: SAGBs open stronger this morning, in line with the ZAR, markets will watch Q3 GDP data this morning USDZAR breaches sub-14.6000 Oil held gains as OPEC crude output dropped before the group and its allies meet this week to set the path for future production cuts Weak PMI [...]

Daily Market Commentary: 2 December 2019

By | 2019-12-02T09:26:17+02:00 December 2nd, 2019|Markets and Research|

Today we are taking a look at: ZAR rallies after positive Asian economic data, however SAGBs remain sticky, opening unchanged this morning The rand holds steady in the mid-14.60s Oil rebounded from the biggest weekly loss since October; Gold declined as stocks in Asia rose after data on China’s economy pointed to an improvement, curbing [...]

Daily Market Commentary: 28 November 2019

By | 2019-11-28T09:10:47+02:00 November 28th, 2019|Markets and Research|

Today we are taking a look at: SAGB yields higher in light of event risks and thin liquidity – market will watch Eskom results closely US Thanksgiving holiday today Oil fell for a second day after U.S. crude production rose to a record; Gold rose as investors weigh the prospect of rising tensions in U.S.-China [...]

Daily Market Commentary: 27 November 2019

By | 2019-11-27T10:42:18+02:00 November 27th, 2019|Markets and Research|

Today we are taking a look at: SAGB yields marginally higher as foreign selling is somewhat offset by local buying Focus today will be on the fed’s beige book Oil declined for the first time in three days as an industry report showing an increase in American crude stockpiles offset optimism that a limited U.S.-China [...]