Daily Market Commentary: 18 September 2019

By | 2019-10-07T16:03:11+02:00 September 18th, 2019|Markets and Research|

Today we are taking a look at: CPI this morning ahead of MPC tomorrow dominates the local landscape, with risk assets trading better and the ZAR stabilising this morning All eyes on the FOMC tonight Oil prices extended their losses from the previous session; Gold prices little changed as investors maintained a cautious stance ahead [...]

Monthly Insights: May 2019

By | 2019-06-03T14:23:38+02:00 May 10th, 2019|Finance, General, Watch This|

  Executive Summary Inflationary pressures picked up in March and April due to higher energy costs in the West and elevated food inflation in some Asian countries. In its latest World Economic Outlook (WEO) release, the IMF revised its global growth projection down to 3.3% for 2019 from 3.5% previously, predominantly as a [...]

Daily Market Commentary: 17 April 2019

By | 2019-04-17T11:16:24+02:00 April 17th, 2019|Markets and Research|

Today we are taking a look at: SAGB yield curve rises as liquidity is thin in shorter week, eyes on CPI today Local focus today on the CPI release Oil rose toward a five-month high after an industry report signaled an unexpected drop in U.S. crude inventories last week, adding to the picture of a [...]

Monthly Insights: April 2019

By | 2019-04-08T16:27:12+02:00 April 8th, 2019|Finance, General, Watch This|

  Executive Summary Despite the recent uptick in the international Brent price, it is still 2% lower than it was a year ago. Global growth is easing, and demand-pull inflation is receding, dampening the global inflation trajectory. Furthermore, global commodity prices remain low because of the slowdown in key consumer, China. All these [...]

Monthly Insights: March 2019

By | 2019-03-11T13:20:38+02:00 March 11th, 2019|Finance, General, Watch This|

  Executive Summary There has been a broad decline in inflation rates across the world, including a sharp downward surprise in our own (SA) inflation print for January. Lower energy prices, a decline in raw material and machinery costs, as well as falling demand-pull inflation have been key reasons for the falling inflation trajectory [...]