Monthly Insights: March 2019

By | 2019-03-11T13:20:38+00:00 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+00:00 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+00:00 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+00:00 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 [...]

Daily Market Commentary: 7 November 2016

By | 2017-03-02T20:54:23+00:00 November 7th, 2016|Finance, General, Markets and Research|

Today we are taking a look at: US payrolls disappoint, participation rate declines, but unemployment falls, wage growth rises and labour market recovery persists Global majors weaker this morning as dollar rebounds; USDZAR weakens to R13.57/$ this morning Top 40 slumps 1.1% on Friday, due to widespread losses; US equities negative on the back of [...]

Daily Market Commentary: 30 September 2016

By | 2017-03-02T20:54:26+00:00 September 30th, 2016|Finance, General|

Today we are taking a look at: SA credit extension remains downbeat, PPI lower in August, however food inflation remains upside risk Rand continues to slide yesterday to touch just below R14.00/$ in US session, greenback marginally stronger Top 40 closes strongly in the green, US markets under pressure weighing on Asia this morning US [...]