Daily Market Commentary: 22 January 2020

By | 2020-01-22T09:07:34+02:00 January 22nd, 2020|Markets and Research|

Today we are taking a look at: SAGBs trade well, supported by offshore demand for yield, yields marginally lower across the curve as a result Global focus on the spread of the coronavirus Oil fell on notions supply remains sufficient; Gold was steady in Asia Naspers’ placing of 22m Prosus shares after market will likely [...]

Daily Market Commentary: 17 January 2020

By | 2020-01-17T10:32:10+02:00 January 17th, 2020|Uncategorized|

Today we are taking a look at: Bond yields rally sharply across the curve, driven by the front-end, after the SARB repo rate cut SARB cut in interest rate leaves rand trading weaker Oil held its biggest gain in almost two weeks on optimism a more conciliatory approach on trade from the U.S. The JSE [...]

Daily Market Commentary: 10 January 2020

By | 2020-01-10T10:13:19+02:00 January 10th, 2020|Uncategorized|

Today we are taking a look at: SAGB yields marginally higher in the back end of the curve, markets look to SARB MPC next week for further direction Currency markets take a breather as tensions ease Oil headed for its first weekly loss since November as the prospect of a U.S.-Iranian war receded, easing fears [...]

Daily Market Commentary: 22 November 2019

By | 2019-11-22T11:04:33+02:00 November 22nd, 2019|Markets and Research|

Today we are taking a look at: Neutral market reaction to dovish SARB, SAGB yields fractionally higher Local focus now shifts to the S&P announcement Oil pared its third weekly advance as investors monitor developments in the trade war The JSE and global markets trade lower as US-China trade concerns continue to weigh on sentiment [...]

Will the SARB cut interest rates?

By | 2019-11-22T06:33:12+02:00 November 22nd, 2019|Investment Banking, Markets and Research, Watch This|

Inflation has dropped to an 8 year low but will this be enough to prompt the SARB to cut interest rates? Business Day TV spoke to Reezwana Sumad from Nedbank CIB to find out. In partnership with Business Day TV. You have shown interest in this video, you might find Markets and Research relevant [...]

Daily Market Commentary: 21 November 2019

By | 2019-11-21T12:02:43+02:00 November 21st, 2019|Markets and Research|

Today we are taking a look at: The bid from last night returns this morning, after the Fed minutes provide no real surprises so SA goes back to focussing on the SARB this afternoon Local focus today on outcome of the MPC Oil prices retreated on Thursday on worries of a delay in any U.S.-China [...]