MPC

Daily Market Commentary: 18 July 2019

By | 2019-07-18T08:53:52+00:00 July 18th, 2019|Markets and Research|

Today we are taking a look at: ·       Risk-off in global markets, SA markets await SARB interest rate decision ·       All eyes on the MPC ·       Oil fell for a fourth day, set for the longest run of losses in six weeks, as a rise in U.S. fuel stockpiles spurred concern that demand is waning [...]

Daily Market Commentary: 17 July 2019

By | 2019-07-17T08:24:01+00:00 July 17th, 2019|Uncategorized|

Today we are taking a look at: ·       A touch of risk off as trade concerns resurface and ZAR takes a bit of a hit with SAGBs opening a little weaker ·       USDZAR holds steady ahead of the MPC ·       Oil held its biggest loss in two weeks as President Donald Trump’s threat of new [...]

Daily Market Commentary: 24 May 2019

By | 2019-05-24T09:53:12+00:00 May 24th, 2019|Markets and Research|

Today we are taking a look at: SAGB yield curve bull steepens as front end moves lower, prompted by dovish MPC The rand trades on the back foot Oil headed for its biggest weekly drop since December as the rapidly escalating trade war caused investors to reassess the outlook for global growth The JSE and [...]

Daily Market Commentary: 23 May 2019

By | 2019-05-23T09:26:10+00:00 May 23rd, 2019|Markets and Research|

Today we are taking a look at: SAGB yields edge lower after downside CPI surprise, markets watch SARB MPC today Markets continue to await the cabinet announcement Oil extended losses after a surprise jump in American crude inventories alleviated concerns over a supply crunch, while the demand outlook remained bleak as there was no let [...]

Daily Market Commentary: 29 March 2019

By | 2019-03-29T07:33:16+00:00 March 29th, 2019|Markets and Research|

Today we are taking a look at: Bull steepening with bonds outperforming swaps after what is being seen as a dovish MPC All eyes on Moody’s Oil headed for its best quarter in almost 10 years as the OPEC+ coalition’s production cuts and the loss of barrels due to U.S. sanctions on Iran and Venezuela [...]

Daily Market Commentary: 28 March 2019

By | 2019-03-28T07:39:23+00:00 March 28th, 2019|Markets and Research|

Today we are taking a look at: Risk off at the margin yesterday, following ZAR and EM FX, SAGB yields rise consequently All eyes on the outcome of the MPC today Oil fell for a second day after an unexpected jump in U.S. crude stockpiles unnerved a market already anxious about faltering global demand Global [...]