Asia

Daily Market Commentary – 26 June

By | 2019-06-26T08:48:29+02:00 June 26th, 2019|Markets and Research|

Today we are taking a look at: ·       Risk-off in Asia which causes EM FX to weaken, yield curve maintains steepening bias on fiscal concerns ·       USD trades firmer as FED speakers hint at less aggressive rate cuts ·       Oil rallied after an industry report suggested U.S. crude stockpiles continue to shrink ·       Precious metals [...]

Daily Market Commentary: 4 March 2019

By | 2019-03-04T12:13:56+02:00 March 4th, 2019|Markets and Research|

Today we are taking a look at: Risk on in Asia as rumours of an imminent trade agreement hits the wires and Trump speaks of a 'competitive dollar’ Trump blames the FED for strong USD Oil climbed on signs of slowing U.S. production growth and as OPEC and its allies deepened output cuts aimed at [...]

Daily Market Commentary: 23 November 2018

By | 2018-11-23T09:26:32+02:00 November 23rd, 2018|Markets and Research|

Today we are taking a look at: SAGB yields supported by risk sentiment, SARB rate hike USDZAR gains as a result of a confluence of factors: SARB rate hike as well as dollar weakness, risk sentiment; Majors upbeat Gold range-bound, oil sharply lower, again The JSE and European markets continue lower as Brexit and slowing [...]

Daily Market Commentary: 15 November 2018

By | 2018-11-15T09:34:56+02:00 November 15th, 2018|Markets and Research|

Today we are taking a look at: The market loved EMFX after the US CPI print, but in fact, SAGBs had already rallied most of the session on broad-based buying The dollar loses ground as the Fed suggests caution around further rate hikes Brent remains below $66/bbl. as concerns over falling demand weigh on the [...]

Daily Market Commentary: 12 October 2018

By | 2018-10-12T08:24:09+02:00 October 12th, 2018|Markets and Research|

Today we are taking a look at: Risk-off results in rising bond yields Market focus will likely be on the Moody’s announcement Brent crude sharply lower amid rising crude inventories and risk-off sentiment The global sell off continued in Europe and the US, with signs of recovery in Asia this morning SA manufacturing output eases [...]

Daily Market Commentary: 11 September 2018

By | 2018-09-11T09:13:00+02:00 September 11th, 2018|Markets and Research|

Today we are taking a look at: Risk-off persists, SA bond yields continue higher USDZAR holds steady above R15.00/$; majors slightly upbeat Marginal dollar weakness lifts gold, oil remains elevated Lack of liquidity causes global markets to fluctuate. Our Top40 retreated, Europe closed higher and the US and Asia are mixed UK industrial output disappoints, [...]