Markets and Research

Daily Market Commentary: 18 May 2020

By | 2020-05-18T11:13:56+02:00 May 18th, 2020|Markets and Research|

Today we are taking a look at: SAGB yield curve continues its steepening bias as SARB expected to cut repo rate this week and long-end yields remain elevated as a result of fiscal woes Focus this week on the MPC Oil rose above $30 a barrel for the first time in two months; Gold rose [...]

Daily Market Commentary: 14 May 2020

By | 2020-05-14T08:45:07+02:00 May 14th, 2020|Markets and Research|

Today we are taking a look at: Local markets on the back foot Oil was anchored near $25 a barrel Equity markets were under pressure on concerns that opening the global economy prematurely may lead to a second wave of infections, while trade tensions between the US and China were re-ignited

Daily Market Commentary: 12 May 2020

By | 2020-05-12T10:15:42+02:00 May 12th, 2020|Markets and Research|

Today we are taking a look at: Risk rally short-lived yesterday, causes SAGB yields to rise across the curve, fiscal woes still a material risk that the market is watching closely Pressure on government mounts Oil rebounded in Asian trading, clawing back some of Monday's drop Fears of a second wave of infections send equity [...]

Daily Market Commentary: 11 May 2020

By | 2020-05-11T09:36:50+02:00 May 11th, 2020|Markets and Research|

Today we are taking a look at: Risk assets trade better overnight as death rate from the coronavirus eases; despite increased bond supply announcement on Friday, SAGBs maintain rally Terrible US data sees the USD lose ground Oil dropped after posting its first back-to-back weekly gain since February All eyes this week will be on [...]