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etm insights

  • @etmanalytics ETM strategist @RussLamberti on gold, Fed credibility, monetary dysfunction & value in gold mining stocks (VIDEO). https://t.co/qOIXF9ZyeF
  • @etmanalytics In August we advised clients take out OTM calls on gold at $1255 strike. Today you got in the money. #gold
  • @RussLamberti Just done an interview with the ever-professional @ArabileG on my SA recession article. https://t.co/hUecUPd2jA | Airs tonight. @eNCA
  • @TransUnionSA Hhold debt costs accelerated in Q4 due to rising indebtedness & a 25bp rate hike. A 50bp hike in Jan 2016 to add to Hhold pressure. #CCIQ4
  • @etmanalytics Get the latest @TransUnionSA CCI report, including some ETM macro analysis - for free here: https://t.co/hJp4Lhlq5T https://t.co/UZ18aVVb07
  • @TransUnionSA Consumer credit health improved marginally in Q4 2015, but headwinds loom in 2016. #TransUnionCCI. Read report here https://t.co/SiMG2GILym
  • @TransUnionSA The #TransUnion Q4 2015 SA Consumer Credit Index (CCI) declined to 52.1 from 52.3 in Q3. #CCIQ4 https://t.co/SiMG2GILym
  • @MichaelJordaan For SA to become a nation of savers the narrative around rate increases shouldn't only focus on borrowers.
  • @etmanalytics Well done SARB. Hopefully more hikes to come. With inflation expected to get above 6%, 6.75% repo is simply not high enough.
  • @etmanalytics 2016 a critical juncture for SA. If it takes the fiscal & monetary medcine it needs, it can face down 2017+. If not, 2017+ will be rough.