Markets and Research

Daily Market Commentary: 17 May 2019

By | 2019-05-17T09:27:43+00:00 May 17th, 2019|Markets and Research|

Today we are taking a look at: Modest flattening in the SAGB curve short-lived, as yields rise this morning Global tensions put emerging markets on the back foot Oil headed for its biggest weekly gain since early April as flaring tension in the Middle East took precedence over an escalating trade war. Futures gained 0.8% [...]

Daily Market Commentary: 16 May 2019

By | 2019-05-16T08:52:49+00:00 May 16th, 2019|Markets and Research|

Today we are taking a look at: SAGBs with a modest flattening bias in line with the trend in the ZAR overnight Markets await the announcement of the cabinet Oil climbed for a third day in the longest run of gains in three weeks as falling U.S. gasoline stockpiles supported the demand outlook and simmering [...]

Daily Market Commentary: 15 May 2019

By | 2019-05-15T12:48:57+00:00 May 15th, 2019|Markets and Research|

Today we are taking a look at: Major indicators are largely stable in the overnight session so SAGBs open up unchanged after bull steepening yesterday Indications that the SA cabinet may be reduced Oil fell as an industry report signalling a jump in U.S. stockpiles eased immediate concerns over a supply crunch, while a drone [...]

Daily Market Commentary: 14 May 2019

By | 2019-05-14T08:57:32+00:00 May 14th, 2019|Markets and Research|

Today we are taking a look at: Steepening pressure continues, although SAGBs trade reasonably well amid political hype Global uncertainty weighs on Oil prices higher, though gains were checked amid an escalation in the trade war between the US and China Trade war woes drag equity markets lower

Daily Market Commentary: 13 May 2019

By | 2019-05-13T10:08:42+00:00 May 13th, 2019|Markets and Research|

Today we are taking a look at: SAGB yield curve bull flattens, following the EMFX trend; trade tensions however, still hangs in the balance USDZAR posts steady gains after the elections Oil edged lower as fears the U.S. and China are headed for a full-blown trade war were partially offset by growing supply risks Banking [...]

Daily Market Commentary: 10 May 2019

By | 2019-05-10T10:14:19+00:00 May 10th, 2019|Markets and Research|

Today we are taking a look at: Risk trades poorly amid renewed trade tensions, SAGBs resilient amid global risk-off Trade wars escalate between the US and China Oil climbed along with Asian stocks and currencies as the first day of the latest round of trade talks ended without drama in Washington The JSE, European and [...]