We lacked any major excitement yesterday, with not a lot of action on the local front
Continue readingDaily Dose: 01 December 2025
On Friday, the rand made some ground against the $ which had softened during the Thanksgiving holiday
Continue readingDaily Dose: 3 November 2025
USDZAR: USDZAR turned up near the range lows (near 17.07) last week as the USD bulls returned with EURUSD dipping below 1.1540 (previous lows)
Continue readingDaily Dose: 1 October 2025
The rand had another uneventful day yesterday, despite all the noise going on in the US
Continue readingDaily Dose: 1 September 2025
The selloff in the ZAR over the last five trading days originated near its best level for multiple months/weeks against the USD, EUR, GBP, AUD and CNH (FX pairs we cover), but also near range boundaries and moving averages, which were tough hurdles to break on a consistent basis
Continue readingDaily Dose: 1 August 2025
A 31% tariff imposed by the U.S. on South African goods in April 2025 triggered sharp increases in shipping costs: Asia–SA container rates rose approximately 30% for 20′ and 45% for 40′ containers between April and June
Continue readingDaily Dose: 1 July 2025
The rand took a long weekend, moving very little and opening almost exactly where we did yesterday, this morning
Continue readingDaily Dose: 2 June 2025
Although the ZAR posted monthly gains against majors, AUD and CNH for the month of May, we note that the weekly and daily moves are showing some cracks as discussed below
Continue readingDaily Dose: 2 May 2025
U.S.-China Trade War: The imposition of a 145% tariff on Chinese imports by the U.S. has led to a sharp decline in container shipments
Continue readingDaily Dose: 1 April 2025
A jittery GNU is causing all sorts of problems for the rand, with the world waiting for some sort of agreement to be struck
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