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Bonds firm on US demand

Aug 20 2012 17:19 I-Net Bridge

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  Johannesburg – South African bonds firmed in afternoon trade on Monday on apparent US demand.

“Nothing much happened until 14:30 when the US joined the global bond market. I guess some US institutions were short a bit of paper‚ but other than that there was nothing to move the market‚” a local trader said.

At 15:53‚ the benchmark R157 bond was trading at 5.640% from 5.690% at Friday’s close and Thursday’s close of 5.655%‚ the R207 was bid at 6.735% and offered at 6.710% from its previous close of 6.770% and the R186 was trading at 7.620% from its previous close of 7.650%.

The rand was bid at R8.3135 per dollar from R8.3127 at Friday’s close and Thursday’s close of R8.2198.

Dow Jones Newswires reported that crude oil futures eased from overnight highs on Monday as uncertainty about eurozone actions to strengthen struggling economies boosted the US dollar.

Light‚ sweet crude for September delivery was recently down 27 cents‚ or 0.3%‚ at $95.74 a barrel on the New York Mercantile Exchange. Brent crude on ICE Futures Europe rose 23 cents‚ or 0.2%‚ at $113.94 a barrel.

Oil futures reached a new three-month intraday high in overnight trading after the German weekly Der Spiegel reported that the European Central Bank (ECB) is considering capping bond yields for fiscally frail eurozone member states.

However‚ the markets reversed course when the Bundesbank‚ Germany's central bank‚ re-emphasised its opposition to ECB bond-buying. The dollar rose against the euro‚ raising the cost of dollar-denominated oil for traders using other currencies.

Meanwhile‚ Brent crude‚ the European benchmark‚ is up after falling on Friday on news that some countries were considering releasing oil stocks from reserves. After failing to receive support from other nations or the International Energy Agency‚ the US is now "much less likely" to tap into its strategic petroleum reserve‚ said Commerzbank in a note.

Foreigners were net sellers of R2.332bn of South African bonds including repo transactions on Friday after net sales of R1.338bn of local bonds on Thursday‚ data released by the JSE show.

Nominal cumulative volume was R48.893bn on Friday from R86.888bn on Thursday.

Foreigners were net sellers of R2.117bn of local bonds excluding repo transactions on Friday after net sales of R665.289m of local bonds on Thursday.

For the year to date foreigners have been net buyers of R63.112bn of local bonds‚ excluding repo transactions. In 2011 they were net buyers of R47.359bn worth of local bonds‚ excluding repo transactions.

In the year to date foreigners have been net buyers of R62.218bn of local bonds including repo transactions. In 2011 they bought R37.501bn worth of local bonds.

bonds  |  market  |  jse
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