Markets and Research

Daily Market Commentary: 27 January 2020

By | 2020-01-27T09:28:41+02:00 January 27th, 2020|Markets and Research|

Today we are taking a look at: More steepening in the SAGB curve with front end following ZAR but longer-end lagging The coronavirus has markets on the back foot Oil tumbled on fears coronavirus will crimp demand; Spot gold rose to its highest since Jan. 8 Talk of extending the Chinese holidays on the back [...]

Daily Market Commentary: 24 January 2020

By | 2020-01-24T09:15:08+02:00 January 24th, 2020|Markets and Research|

Today we are taking a look at: SAGB yields marginally higher with meaningful steepening seen in the front-end of the curve Global concerns mount regarding the coronavirus Oil is heading for the longest run of weekly losses since May; spot gold -0.1% to $1,560.70/oz Concerns over the spread of the coronavirus in Asia drag the [...]

WATCH: Retail sector trends for 2020

By | 2020-01-23T13:39:18+02:00 January 23rd, 2020|Finance, Markets and Research, Watch This|

Retailers like Truworths, TFG and Mr Price may have recorded positive sales growth over the festive season but the industry remains under pressure, as consumers continue to cut back on purchases. Sa'ad Chothia from Nedbank CIB discusses the trends that's being observed in the retail space. https://www.youtube.com/watch?v=y40jqutr_K4 In partnership with Business Day TV. [...]

Daily Market Commentary: 23 January 2020

By | 2020-01-23T09:09:50+02:00 January 23rd, 2020|Markets and Research|

Today we are taking a look at: SAGBs lag the move in ZAR, as EM FX trades well overall, risk trades mildly on the back foot this morning USDZAR posts steady gains Oil prices fell to their lowest in seven weeks; Gold prices held steady on Thursday Global equity markets remained cautious amid the coronavirus [...]

Daily Market Commentary: 22 January 2020

By | 2020-01-22T09:07:34+02:00 January 22nd, 2020|Markets and Research|

Today we are taking a look at: SAGBs trade well, supported by offshore demand for yield, yields marginally lower across the curve as a result Global focus on the spread of the coronavirus Oil fell on notions supply remains sufficient; Gold was steady in Asia Naspers’ placing of 22m Prosus shares after market will likely [...]

Daily Market Commentary: 21 January 2020

By | 2020-01-21T09:08:44+02:00 January 21st, 2020|Markets and Research|

Today we are taking a look at: Stronger ZAR supports SAGBs, yields lower but gains capped as a result of US holiday and thin liquidity The President confirms a united ANC Oil edged lower as plentiful global supplies offset the loss of exports from Libya; Gold climbed for a third day after the IMF trimmed [...]