ETM's Markets Magnified

ETM’s George Glynos and Ilze-Marie Le Roux unpack the US-SA talks, diving into crime, racial policies, and Starlink’s absence. As the Reserve Bank’s rate decision looms, will they cut or hold steady? Get bold insights on SA’s economic path. Subscribe now!

Dive into the latest First Take with ETM on Markets Magnified, where Director George Glynos and Analyst Ilze-Marie Le Roux unpack South Africa’s high-stakes week! From the third attempt to pass a crucial budget in Parliament to President Ramaphosa’s bold Washington visit to face Trump, we explore the fiscal reforms, privatization pushes, and geopolitical tightrope that could shape the nation’s fut...

Dive into this week’s Markets Magnified podcast as we unpack the seismic impact of President Trump’s tariffs on Africa’s economies and bond markets! From Lesotho’s staggering 50% tariff hit to Nigeria’s oil price woes, we explore which nations face the toughest challenges and why. Joined by ETM Analytics’ co-head for Africa, Takudzwa Ndawona, we analyze the continent’s economic tightrope amid glob...

In this week’s First Take, we analyse the growing tension between Trump’s tariff policies and the Federal Reserve’s rate decisions with ETM Analytics Director, George Glynos . Can Powell maintain a steady course, or will trade disruptions force a shift? We also cover South Africa’s manufacturing struggles and key market signals to watch. Tune in for clear, actionable insights to navigate the week...

The two-pot retirement system sparked a spending frenzy in South Africa, pumping billions into retail, automotive, and consumer goods since its launch in September 2024. But is the party over? Join us on Macro Matters as we dive into the economic impacts with Jeffrey Dinham, Head of Macro at Econometrix. From skyrocketing retail sales to a sharp slowdown in withdrawals, we explore whether this cas...

Buckle up for a fiery episode of Markets Magnified with ETM Analyst Ilze-Marie Le Roux, joined by ETM Director George Glynos and XA Global Trade Advisors CEO Donald Mackay. This week, we unpack the seismic shifts rocking global markets in 2025. From a wobbling US dollar to skyrocketing Treasury yields and Trump’s tariff gambit, we explore whether US exceptionalism is fading and what it means for s...

Catch the premiere of ETM Analytics' Market Snap podcast! Analyst Andrew Hyde shares insights on the US dollar's declining safe-haven appeal amid trade tensions and economic shifts. With Liberation Day tariffs sparking a bearish futures market, investors are turning to the euro, yen, and Swiss franc. Is this the end of US exceptionalism? Listen for concise, expert analysis!

Dive into the latest episode of Markets Magnified ’s First Take with ETM Director George Glynos and Analyst Ilze-Marie Le Roux! This week, we tackle the whirlwind of global and local market turbulence—from Trump’s tariff turmoil shaking international trade to the dollar’s surprising dip amid the chaos. Plus, we break down the GNU’s last-minute pivot away from a VAT hike and what it means for South...

Dive into our latest podcast where we unpack Botswana’s economic rollercoaster! Once a shining star in sub-Saharan Africa, the country is grappling with a liquidity crunch and plummeting diamond sales. ETM Analytics analyst, Ilze-Marie Le Roux is joined by the co-head for Africa, Takudzwa Ndawona to explore how the government is accessing the Public Officers Pension Fund for a fiscal injection, th...

Dive into the chaos rocking global markets on this week’s First Take from Markets Magnified! ETM Analytics’ Director George Glynos and Analyst Ilze-Marie Le Roux unpack the brutal sell-off—Hang Seng down 12%, Nikkei and Shanghai plunging nearly 8%—triggered by Trump’s latest tariff bombshell. Is this a fleeting storm or the start of a deeper recession? From central banks firing up the QE presses t...

Join ETM Analytics’ Ilze-Marie Le Roux and George Glynos as they navigate the trends shaping 2025. From the economic shakeups sparked by Trump’s return to office, China's deflationary challenges, global trade disruptions, and South Africa's fiscal crossroads, we unpack what lies ahead. Stay ahead of the curve with insights on geopolitics, economic policy, and market dynamics. #MarketsMagni...

As 2024 closes, ETM Analytics' Ilze-Marie Le Roux and Director George Glynos unpack the pivotal trends of the year and offer sharp insights for 2025. From the inflation and interest rate cycles shaping market moves to the policies of Trump and China’s deflationary battles, we dissect the global and local factors at play. What does this mean for South Africa's economy, the ZAR, and your planning? T...

This week’s Market Review looks at the surprising US inflation data and its ripple effect on the Federal Reserve’s rate-cutting plans. We also explore the ECB’s shift toward a 25 basis point cut, as Europe grapples with economic fragility. Meanwhile, the ZAR’s resilience amidst USD strength signals deeper dynamics at play. What does this mean for markets, currencies, and future growth? Tune in for...

August's US nonfarm payrolls came in softer than expected, signaling trouble for the labour market. With manufacturing jobs taking a big hit and unemployment metrics shifting, all eyes are now on the Fed. Fed Governor Waller's recent comments have fueled speculation on next week's Fed meeting; it's not so much if the the central bank will cut but rather by how much? How will this i...

Africa's debt crisis has deepened, with countries struggling under soaring debt servicing costs and limited access to international capital markets. In our latest podcast, we explore the challenges African nations face in reducing their debt burdens and examine the new IMF initiatives designed to offer hope. Will these efforts be enough to foster sustainable growth and break the cycle of depen...

This week on Market Review, we discuss expectations for South Africa's inflation data, with CPI likely easing to around 5%. How will this shape the market’s outlook on interest rates? Join us as we explore insights from the upcoming Jackson Hole conference and the Rand's strong performance. #MarketReview #InflationUpdate #SARB #TreasuryOne #ETMAnalytics #RandRally #JacksonHole #InterestRat...

In this episode, we dive into the latest shifts in the U.S. economy and what they could mean for global markets and the rand. With inflation data and Federal Reserve decisions on the horison, market stability hangs in the balance. Is the recent calm a sign of recovery or just the eye of the storm? We explore these crucial questions and more—don’t miss out on our insights that could impact your nex...

Join ETM Analytics' Ilze-Marie Le Roux and Treasury One's Andre Cilliers on 'Markets Magnified' as they analyse the recent market turmoil. Don't miss this analysis of the global financial turmoil and what it could mean for the South African Rand (ZAR). #MarketsMagnified #FinancialAnalysis #YenSurge #USJobs #RandResilience #MarketUpdate #Forex #InvestmentInsights #ETMAnalytics #...

In this episode of Markets Magnified , hosted by ETM Analytics' Ilze-Marie Le Roux, we delve into the monumental economic shift taking place in Zimbabwe. Central Bank Governor John Mushayavanhu has made headlines by stabilizing the national currency and controlling inflation within his first 100 days in office—an achievement many thought impossible. We explore the introduction of the ZiG (Zimb...

Join us for the latest episode of 'Markets Magnified' as ETM Analytics Economist Ilze-Marie Le Roux and Co-head for Africa Takudzwa Ndowana explore Kenya's financial turmoil. The recent proposal of a financial bill to raise $2.7 billion has ignited protests and political upheaval, leading President William Ruto to take drastic measures. This critical discussion highlights the difficult...

Ghana's Eurobond Deal and the Future of Its Economy Join ETM Analytics Economist Ilze-Marie Le Roux and ETM Analytics Co-Head for Africa Takudzwa Ndawona in this episode of "Markets Magnified" as they dissect Ghana's recent agreement with Eurobond holders to restructure $13 billion of international debt. This significant step marks progress in Ghana's broader efforts to manag...

How much will it cost to fix South Africa's infratructure? Econometrix seeks to establish the cost of re-capitalising SA's fixed investment environment. -with Econometrix Senior Economist, Jeffrey Dinham.

Quick First Take: Markets expect the stubborn US inflation to keep the Fed reluctant to move on rates. The latest data has downscaled rate cut expectations further pushing waves through global currency markets.

After falling to record lows against the US dollar in 2023, Kenya's shilling has appreciated significantly becoming one of Africa's best-performing currencies for 2024 thus far. What provided the boost? #kenya #shilling #africa #fx #foreignexchange #ETM #etmanalytics #etmgroup #currency #trade #markets #strategy #eurobond #appreciation #depreciation #gdp #growth #inflation #itnerestrate #c...

Several African economies are saddled with a USD liquidity crunch. Currency devaluations and bond issuance have been among the attempts to resolve the shortage, but are they sustainable solutions for the continent?