bonds

Daily Market Commentary: 23 October 2019

By | 2019-10-23T08:13:58+02:00 October 23rd, 2019|Markets and Research|

Today we are taking a look at: A strong day for SA as bonds, swaps, CDS and FX all enjoy a decent rally The rand continues to post steady gains Oil resumed its decline on indications U.S. crude inventories expanded for a sixth week, the longest run of gains in almost a year Brexit no-deal [...]

Daily Market Commentary: 3 May 2019

By | 2019-05-03T09:02:32+02:00 May 3rd, 2019|Markets and Research|

Today we are taking a look at: Risk-off hampers EM FX, with ZAR above R14.50/$, bonds follow suit, with yields higher over the day Rand under pressure ahead of NFP data Oil headed for its first back-to-back weekly loss this year as swelling U.S. crude inventories and Russia’s failure to meet a targeted production cut [...]

Daily Market Commentary: 1 March 2019

By | 2019-03-01T07:55:05+02:00 March 1st, 2019|Markets and Research|

Today we are taking a look at: Bonds weaken in line with the currency The rand breaks above 14.0000 Oil was poised to eke out a third weekly gain after Saudi Arabia defied Trump’s call for lower prices, and a drop in inventories signalled supplies are tightening The JSE, European and US markets end mostly [...]

Daily Market Commentary: 26 February 2019

By | 2019-02-26T09:44:35+02:00 February 26th, 2019|Markets and Research|

Today we are taking a look at: Bonds are trading in a narrow range after the rally on Thursday and Friday last week Brexit discussions likely to dominate headlines Oil held losses below $56 a barrel after tumbling the most in four weeks as President Trump called on OPEC once again to increase production Global [...]

Daily Market Commentary: 9 January 2019

By | 2019-01-09T12:22:16+02:00 January 9th, 2019|Markets and Research|

Today we are taking a look at: Bonds reverse earlier gains as the rand weakens Markets trade cautiously as risk appetite subsides Oil extended its longest rally in 1 1/2 years as global risk assets were buoyed by the prospect of a thaw in trade tensions Global equity markets lifted by trade talks optimism Eurozone [...]

Daily Market Commentary: 7 December 2018

By | 2018-12-07T08:32:35+02:00 December 7th, 2018|Markets and Research|

Today we are taking a look at: Bonds were on the back foot yesterday with the R186 trading back above 9.05% Market focus today on the U.S data releases Brent crude oil extended losses to below $60/bbl, trading this morning at $59.60 Global markets were rocked by the arrest of Huawei’s CFO, with investors concerned [...]