Markets and Research

Daily Market Commentary: 25 February 2020

By | 2020-02-25T08:42:41+02:00 February 25th, 2020|Markets and Research|

Today we are taking a look at: SAGB curve reverses earlier losses to end the day with yields marginally lower, markets will remain on tenterhooks before the budget speech Rand remains on the back foot Gold retreated from the highest level since 2013 Equity markets tank as we enter a risk-off environment

Daily Market Commentary: 24 February 2020

By | 2020-02-24T11:46:57+02:00 February 24th, 2020|Markets and Research|

Today we are taking a look at: SAGB curve bull flattens from the R186 out, as rates outperform FX, despite EM risk off Coronavirus continues to cause concern Renewed fears that the coronavirus will harm global growth rocked commodity markets, with oil and metals prices tumbling while gold soared The spread of the Coronavirus outside [...]

WATCH: SA Consumer Inflation up 4.5% in January

By | 2020-02-21T06:29:03+02:00 February 20th, 2020|Finance, Markets and Research, Watch This|

Consumer price inflation increased by 4.5% year-on-year in January 2020. And while this is up from December's 4% year-on-year increase and its highest up-tick in seven months, it still marks the fourteenth consecutive month that year-on-year inflation was at, or below the midpoint of the target band of 3-6%. Reezwana Sumad, of Nedbank CIB shares [...]

Daily Market Commentary: 20 February 2020

By | 2020-02-20T08:49:31+02:00 February 20th, 2020|Markets and Research|

Today we are taking a look at: SAGBs remain resilient despite the sell-off in the ZAR, below-consensus CPI print supports yields across the curve Eskom headlines weigh on the rand Oil extended gains to an eighth day, Precious metals edged lower except for palladium Equity markets initially reacted to the death toll from the coronavirus [...]