SA PPI

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: 27 September 2019

By | 2019-10-07T15:49:17+02:00 September 27th, 2019|Markets and Research|

Today we are taking a look at: Another low turnover day for SA as SAGBs retrace some of the recent losses as the ZAR gets back below 15.00 USDZAR remains on the back foot Oil is heading for the biggest weekly loss since July on indications Saudi Arabia is restoring lost crude production quicker-than-expected Global [...]

Daily Market Commentary: 26 April 2019

By | 2019-04-26T09:28:23+02:00 April 26th, 2019|Markets and Research|

Today we are taking a look at: SAGB curve steepens sharply on the back of ZAR weakness and local switch auction announcement The rand stages a minor recovery Oil headed for its longest weekly winning streak in almost four years on the prospect of a supply crunch The JSE and global markets trade lower, weighed [...]

Daily Market Commentary: 29 March 2019

By | 2019-03-29T07:33:16+02:00 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: 1 February 2019

By | 2019-02-01T10:46:50+02:00 February 1st, 2019|Markets and Research|

Today we are taking a look at: Late month end inflows into SAGBs will still need clearing, and with risk continuing to trade well Focus now shifts to US data Oil halted gains after scoring its best January on record as a weak reading on China’s manufacturing sentiment survey reignited concerns of a global slowdown [...]

Daily Market Commentary: 14 December 2018

By | 2018-12-14T08:39:11+02:00 December 14th, 2018|Markets and Research|

Today we are taking a look at: SAGBs remain very quiet and we bull steepen as risk trades well The EU and the UK head for a standoff Brent downbeat on supply concerns, gold still range-bound SA PPI eases slightly in November as a result of petroleum costs; ECB keeps interest rates unchanged but announces [...]