MTBPS

Daily Market Commentary: 1 November 2019

By | 2019-11-01T09:03:06+02:00 November 1st, 2019|Markets and Research|

Today we are taking a look at: SAGB yields continued to rise following disappointing MTBPS, markets watch Moody’s tonight, we expect at least an outlook change to ‘negative’, from the current ‘stable’ All eyes on US Data and Moody’s Oil headed for its biggest weekly loss in a month; Gold is heading for a third [...]

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: 29 October 2019

By | 2019-10-29T08:35:08+02:00 October 29th, 2019|Markets and Research|

Today we are taking a look at: SAGBs have a steepening bias but miss out on the risk rally yesterday; Large event risk starts today with the usual Tuesday auction at 11h00 local with the greenshoe covering both the Eskom White paper announcement later today and the MTBPS tomorrow The rand holds steady around 14.6000 [...]

Daily Market Commentary: 28 October 2019

By | 2019-10-28T08:51:06+02:00 October 28th, 2019|Markets and Research|

Today we are taking a look at: Risk asset trade better on Friday, with SAGB yields marginally lower, however, US yields under pressure overnight as equities rally Local focus shifts to the MTBPS Oil nudged lower in early Asian trading after its biggest weekly gain in more than a month, spot gold steady AsiaPac is [...]

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: 22 October 2019

By | 2019-10-22T10:24:15+02:00 October 22nd, 2019|Markets and Research|

Today we are taking a look at: Risk trades better overnight as equities rally, but local FX maintains a tight trading range and the bond market treads water ahead of the MTBPS next week Market activity subdued Oil edged up in Asian trading after falling for two days amid ongoing concern that a fragile economic [...]