Currencies The rand traded resiliently over the course of last week; it is currently trading at 14,6700 this morning, marginally weaker than the close last week.
CommoditiesOil +0.9% has continued to move higher as a potential 500k barrels a day of additional demand is adding fuel to the “supply chain issue” fire.
EquitiesAsian markets turned negative after fresh inflation worries and a slowing Chinese economy saw some profit-taking after a relatively strong performance from equity markets last week.
10/18USASep Industrial production MoM/0.2% /0.4%Industrial production is expected to be lower at
0.2% due to supply-constrained factories.
10/18CHChina Industrial production YTD YoY11.8%/12.2%/13.1%China Industrial production YTD YoY of
11.8% is behind prior year and market consensus of 12.2%.
10/18CHChina GDP QoQconsensus of 12.2%
China’s economy weakened in the third quarter, weighed
by multiple headwinds from a property slump to an energy crisis.

Nedbank CIB Market Commentary | | +27 11 537 4091

Source: Nedbank

If you are looking for other relevant market commentary, you might find Markets and Research relevant as well.