Today we are taking a look at: SAGB yields continue to decline, follows USDZAR trend USDZAR posts strongest one-day gain since December, aided by dollar weakness and a Turkish rate hike, global majors upbeat Gold price supported by a weaker dollar; Brent eases overnight, but set to end the week higher Global markets trade mostly [...]
Today we are taking a look at: SAGBs closed better bid last night, but risk opens weaker this morning Strong dollar weighs on majors, USDZAR 30-cents weaker over the past day, markets watch US labour market data today Strong dollar keeps gold price on downtrend, oil price higher amid speculation that US crude stockpiles will [...]
Today we are taking a look at: SAGBs continue to rally on the back of recent announcement of weekly auction size reduction by NT, despite markets remaining cautious due to US tariff hikes materialising Local FX markets continue to trade cautiously ahead of Moody’s review today Gold and oil remains elevated amid concerns over steep [...]
Today we are taking a look at: Outflows of foreign capital from the bond market persists Local factors start to weigh on USDZAR Oil continues to rally despite higher OEPC exports and expectations for US inventories to rise; gold marginally higher this morning Rand hedges helped the JSE gain close to a percent, European markets [...]
Today we are taking a look at: SA mining production growth worse than forecasts as production of ores slumps sharply. Rand recoups losses to close the day stronger, sterling surges after BOE surprises with no rate cut, yen continues slide. Top 40 closes little changed, US markets close at new highs, Asia takes lead from [...]
Good day, Herewith the latest edition of the Monthly Insights. We trust that this will contribute to a broad overview of the interest rate, currency and financial markets. Please feel free to address any questions or comment on the contents to the undersigned. Executive Summary The latest set of GDP figures paints a sombre picture [...]