Global
Real interest rates still in highly negative territory
With real interest rates in highly negative territory in many countries worldwide, South Africa offers an attractive real yield.
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25 or 50, that is the question…
If growth wasn't a concern, a 50bps hike would be a certainty this week. Instead, the MPC has a delicate balancing act ahead, with the market likely to place emphasis on the tone of its statement.
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Market update: currencies and commodities
Chinese retail sales data gave emerging markets currencies a knock.
Global
Inflation, war and India: are there opportunities?
With inflation running away and conflict in Ukraine likely to endure, where are the opportunities?
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Increased risk aversion as dollar strengthens further
Risk aversion sentiment continues, with a strengthening USD and a share drop in palladium in particular.
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A rampant dollar and higher US Treasury yields are still impacting the gold price
The gold price is still being impacted by a strong dollar and higher US Treasury yields.
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US inflation to the front, please
What could US inflation data mean for currencies and interest rate hikes?
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TreasuryOne Market Wrap – 9 May 2022
The rand traded at its highest point for the year, touching the R16.27 level. Dollar strength is the clear market trend.
