Daily Market Commentary: 31 May 2019

By | 2019-05-31T09:21:44+02:00 May 31st, 2019|Markets and Research|

Today we are taking a look at: SAGB yields marginally higher, curve maintains steepening bias The rand firmly on the back foot again WTI Oil dropped to around $56 a barrel after Trump said the U.S. would impose tariffs on all Mexican goods, opening up a new front in the trade war and further damping [...]

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 [...]

Daily Market Commentary: 19 July 2018

By | 2018-07-19T09:56:25+02:00 July 19th, 2018|Markets and Research|

Today we are taking a look at: SAGBs remain bid, but slightly more volatile intraday USDZAR strengthens overnight, local focus will be on the MPC this afternoon Gold price remains low after recent slump; Brent crude marginally higher as markets assess rising OPEC production and US stockpiles Global markets ended higher as sentiment improved on [...]

Daily Market Commentary: 1 June 2018

By | 2018-06-01T09:39:43+02:00 June 1st, 2018|Markets and Research|

Today we are taking a look at: SA bond yields continue to rise on the back of a global risk-off, trade war concerns reignited means that yields likely to remain on the back foot in the near term FX Markets trade erratically as caution prevails, markets watch US labour market data today Gold prices decline [...]

Daily Market Commentary: 16 January 2017

By | 2017-03-02T20:53:55+02:00 January 16th, 2017|Finance, General|

Today we are taking a look at: Commodity markets brace for mixed reactions – gold gains likely to be capped by strong dollar, while LMEX and platinum may be boosted by US fiscal stimulus Rand range bound, sterling hurt on Brexit concerns over weekend, eyes on British PM speech tomorrow Top 40 up 0.76%, led [...]