WATCH: SA Consumer Inflation up 4.5% in January

By | 2020-02-21T06:29:03+02:00 February 20th, 2020|Markets and Research, Watch This|

Consumer price inflation increased by 4.5% year-on-year in January 2020. And while this is up from December's 4% year-on-year increase and its highest up-tick in seven months, it still marks the fourteenth consecutive month that year-on-year inflation was at, or below the midpoint of the target band of 3-6%. Reezwana Sumad, of Nedbank CIB shares [...]

Will the SARB cut interest rates?

By | 2020-02-24T15:44:00+02:00 November 22nd, 2019|Investment Banking, Markets and Research, Watch This|

Inflation has dropped to an 8 year low but will this be enough to prompt the SARB to cut interest rates? Business Day TV spoke to Reezwana Sumad from Nedbank CIB to find out. In partnership with Business Day TV. You have shown interest in this video, you might find Markets and Research relevant [...]

Daily Market Commentary – 20 June

By | 2019-06-20T11:31:24+02:00 June 20th, 2019|Markets and Research|

Today we are taking a look at: ·       The Fed out-doves the market and risk assets rally hard. SAGBs opening stronger, focus will be on the SONA tonight ·       The dollar is on the back foot after dovish Fed commentary, this takes the rand to the strongest level in two months ·       Oil rose as U.S. crude stockpiles [...]

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: 24 January 2019

By | 2019-01-24T08:56:18+02:00 January 24th, 2019|Markets and Research|

Today we are taking a look at: SA bonds yields rally on support from offshore flows, despite Eskom noise USDZAR holds steady WTI held losses below $53 a barrel as outlook for global economic growth darkened with signs of rising U.S. crude inventories Global growth and US-China trade concerns continue to weigh on markets. US [...]