Today we are taking a look at:

  • Risk assets trade better this morning on the back of signs of progress on trade negotiations, but the SA yield curve continues to reflect local fiscal risks with the curve steepening and yields higher across the long-end
  • No sign of reprieve for the rand
  • Oil held firm amid the latest sign of a trade war truce, and as the recent drone attack in Saudi Arabia highlighted simmering Mideast tensions
  • Global markets rally on stimulus hopes

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