Equity markets

Daily Market Commentary: 31 October 2019

By | 2019-10-31T09:10:20+02:00 October 31st, 2019|Markets and Research|

Today we are taking a look at: SAGB yields sharply higher across the curve as a result of the MTBPS disappointment MTBPS disappoints and the rand pays the price Oil rose after a pipeline that feeds the key U.S. storage hub of Cushing was shut due to a spill, gold higher after Fed decision Equity [...]

Daily Market Commentary: 3 October 2019

By | 2019-10-03T14:21:09+02:00 October 3rd, 2019|Markets and Research|

Today we are taking a look at: SAGB holds a flattening bias as yields decline in the belly and back end of the curve Dollar trades weaker across the board Oil held near the lowest level in almost two months as inventories expanded the most since May and disappointing U.S. economic data added to pessimism [...]

Daily Market Commentary: 5 September 2019

By | 2019-09-05T11:55:51+02:00 September 5th, 2019|Markets and Research|

Today we are taking a look at: SAGBs fail to sustain rally going into the close in a fairly quiet session, however risk trades better overnight, hence we could see yield decline in the near term USDZAR consolidates gains sub 15.0000 Oil prices lower, giving up some of the strong gains of the previous session [...]

Daily Market Commentary: 29 August 2019

By | 2019-08-29T10:57:04+02:00 August 29th, 2019|Markets and Research|

Today we are taking a look at: SAGBs reprice lower, yields supported by coupon flows, SAGBs ignoring the move in the currency The rand continues to lose ground Oil prices lower for the first time in three days after San Francisco Federal Reserve President Mary Daly sounded a note of concern about the strength of [...]

Daily Market Commentary: 27 August 2019

By | 2019-08-27T09:16:53+02:00 August 27th, 2019|Markets and Research|

Today we are taking a look at: Very subdued session in SAGBs as we grind back to better levels than Fridays close on expectations of trade talks resuming again The rand continues to trade on the back foot Oil recouped some lost ground after U.S. President Donald Trump struck a more conciliatory tone on the [...]