E-Treasury
@etmanalytics Signing off for 2014. A fascinating year for markets and economies. 2015 promises to be even more interesting. Happy holidays to all.
@etmanalytics We estimate SA structural GDP potential is 15% higher than current if Eskom shortages get fixed. But reform and then catch-up will take time
@etmanalytics US CPI shows zero consumer price inflation since June 2014. Similar periods of flat prices preceded QE2 & QE3. Yellen hates a flat CPI.
@etmanalytics Despite the hubris, America is still structurally and cyclically fallible. http://t.co/ksQasNQiAc
@JavierBlas2 #Africa currencies coming under pressure as the US dollar surges - excellent chart from @etmanalytics http://t.co/uZhybirN03
@etmanalytics Of course this means that the SA infrastructure crisis will have to worsen before it improves. Are you ready? (2/2)
@etmanalytics ETM view remains that privatisation of state assets is inevitable & will be driven not by ideology but by necessity as they fail. (1/2)
@etmanalytics Curtailing of SA govt wage bill growth will free up funds to pour into broken parastatals. Budget impact negligible at best. #fiscalquagmire
@etmanalytics SA GDP should initially recover in h1 2015 off horrible 2014 levels, probably to around 2.5% annualised. And then growth will fall again.
@etmanalytics SA's GDP growth will be lucky to hit 1% for 2014. And this is likely the good year of the terrible triplets of 2014-2016.

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