Markets and Research

Daily Market Commentary: 26 November 2019

By | 2019-11-26T09:04:54+02:00 November 26th, 2019|Markets and Research|

Today we are taking a look at: Yields sharply higher yesterday, following ZAR weakness; risk on this morning amid positive trade sentiment The rand holds steady at the mid-14.70s Oil held gains near $58 a barrel on signs a limited U.S.-China trade agreement is within reach and after analysts forecast the first drop in American [...]

Daily Market Commentary: 25 November 2019

By | 2019-11-25T09:26:31+02:00 November 25th, 2019|Markets and Research|

Today we are taking a look at: SAGB yields rose ahead of S&P credit rating review, as market traded nervously ahead of the outlook change; encouraging trade news however gives risk a bid in the Asian open this morning so any fall out from S&P is limited S&P cuts SA’s outlook to negative from stable [...]

Daily Market Commentary: 22 November 2019

By | 2019-11-22T11:04:33+02:00 November 22nd, 2019|Markets and Research|

Today we are taking a look at: Neutral market reaction to dovish SARB, SAGB yields fractionally higher Local focus now shifts to the S&P announcement Oil pared its third weekly advance as investors monitor developments in the trade war The JSE and global markets trade lower as US-China trade concerns continue to weigh on sentiment [...]

Will the SARB cut interest rates?

By | 2019-11-22T06:33:12+02:00 November 22nd, 2019|Investment Banking, Markets and Research, Watch This|

Inflation has dropped to an 8 year low but will this be enough to prompt the SARB to cut interest rates? Business Day TV spoke to Reezwana Sumad from Nedbank CIB to find out. https://www.youtube.com/watch?v=4M1hquhu3mM In partnership with Business Day TV. You have shown interest in this video, you might find Markets and Research relevant [...]

Daily Market Commentary: 21 November 2019

By | 2019-11-21T12:02:43+02:00 November 21st, 2019|Markets and Research|

Today we are taking a look at: The bid from last night returns this morning, after the Fed minutes provide no real surprises so SA goes back to focussing on the SARB this afternoon Local focus today on outcome of the MPC Oil prices retreated on Thursday on worries of a delay in any U.S.-China [...]