Monthly Insights: June 2019

By | 2019-06-12T09:34:34+02:00 June 11th, 2019|Markets and Research, Watch This|

  Executive Summary Last month, we noted an uptick in headline global inflationary pressures that was not mirrored by a rise in core or underlying inflation.However, core inflation edged higher in April in both the US and the Eurozone, while core CPI in the UK remained elevated.The Easter holiday shopping season played a [...]

Monthly Insights: May 2019

By | 2019-06-03T14:23:38+02:00 May 10th, 2019|Watch This|

  Executive Summary Inflationary pressures picked up in March and April due to higher energy costs in the West and elevated food inflation in some Asian countries. In its latest World Economic Outlook (WEO) release, the IMF revised its global growth projection down to 3.3% for 2019 from 3.5% previously, predominantly as a [...]

Daily Market Commentary: 10 April 2019

By | 2020-06-22T10:58:28+02:00 April 10th, 2019|Markets and Research|

Today we are taking a look at: SAGBs trade well as EM FX supported by some global risk-on as markets await a trade deal between the US and China USDZAR strengthens in line with EM FX, focus today will be on the ECB meeting and FOMC minutes Oil edged higher as speculation that supplies will [...]

Daily Market Commentary: 9 April 2019

By | 2020-06-22T10:58:35+02:00 April 9th, 2019|Markets and Research|

Today we are taking a look at: A slow start to the week for SAGB’s, narrow range with yields marginally higher Annual World Bank and IMF meeting begins Oil extended gains to the highest since early November as an escalation of geopolitical conflicts in Libya and Iran belied technical indicators suggesting the rally is overdone [...]

Daily Market Commentary: 22 January 2019

By | 2020-06-22T11:11:41+02:00 January 22nd, 2019|Markets and Research|

Today we are taking a look at: Yields edge marginally lower and fair liquidity conditions despite US holiday Global growth outlook weighs on markets Oil prices edged lower on Tuesday as concerns over global economic growth stoked fears over future demand Global equity markets are weaker after the IMF cut its global growth forecasts Large [...]

Daily Market Commentary: 9 October 2018

By | 2020-06-22T11:25:34+02:00 October 9th, 2018|Markets and Research|

Today we are taking a look at: Risk-off continues, SAGB yields marginally higher USDZAR remains weak amid on-going political uncertainty, IMF cuts forecast for global growth due to trade concerns Gold remains downbeat, Brent crude marginally higher Global equity markets close firmly in negative territory Japanese data Outflows resume, driven by the bond market, which [...]