Brexit

Daily Market Commentary: 24 October 2019

By | 2019-10-24T08:41:03+02:00 October 24th, 2019|Markets and Research|

Today we are taking a look at: A decent day for SA again in a quiet macro back drop, SAGB yields marginally lower as the MTBPS and Moody’s still a concern Global Market focus today on the ECB Oil prices dipped on Thursday on lingering concerns about a weak demand outlook Equity markets continue to [...]

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: 18 October 2019

By | 2019-10-18T10:12:40+02:00 October 18th, 2019|Markets and Research|

Today we are taking a look at: Potential Brexit deal gives SAGBs a boost, yields decline across the curve Brexit deal remains the focus Oil headed for a weekly drop as optimism over U.S.-China trade detente was tempered by signs it will still be hard to reach even a limited deal The JSE and global [...]

Daily Market Commentary: 17 October 2019

By | 2019-10-17T11:26:21+02:00 October 17th, 2019|Uncategorized|

Today we are taking a look at: Load-shedding announcement causes yields to rise across the curve, in line with ZAR weakness Rand on the back foot as Eskom again falters Oil retreated in Asian trading after an industry report showed a sharp increase in U.S. crude stockpiles last week Positive sentiment created by corporate earnings [...]

Daily Market Commentary: 16 October 2019

By | 2019-10-17T11:26:40+02:00 October 16th, 2019|Markets and Research|

Today we are taking a look at: Another lacklustre day in SA rates yesterday as the action remains in FX, yields marginally higher after the weekly auction Emerging markets retreat as the USD recovers Crude edged up in Asian trading as investors pinned hopes on a potential Brexit deal between Britain and the European Union [...]

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 [...]