E-Treasury
@etmanalytics Low jobless claims as recession predictor? cc @chrishartZA @DrMarkThornton @AdrianSaville @Ilkevz @JamesGRickards http://t.co/2E5rpLuGvH
@RussLamberti Do permabulls trumpeting low jobless claims know that low claims is an excellent recession predictor? cc @RobPrice58 http://t.co/N40OgfciQ3
@JanavDeventer .@etmanalytics PGM production down 35.8% y/y in Feb mirroring impact of platinum strikes. Output likely continued to contract in Mar&Apr!
@etmanalytics Mining exports accounted for 58% of total exports in the first 2 months of 2014, making it the single most important forex earner for SA.
@etmanalytics Anglo American CEO said it might divest from its South African platinum division if it doesn’t yield a return. #bearish
@etmanalytics #HeadsUp: SA BER Consumer confidence out today. Gives insight into cash demand & retail trends. Can guide SARB policy so keep an eye on it.
@etmanalytics #HeadsUp: Focus turns to ECB policy on Thursday with EZ deflation fears rising and talk of ECB moving toward loosening on deflation risk.
@etmanalytics #HeadsUp: US ADP jobs data today sets up mkts for NF payrolls on Friday. Closely watched jobs data drives Fed taper/QE expectations.
@etmanalytics Gold slide extends as the metal suffers while the S&P 500 & global equities shrug off Q1 jitters. Gold down over 7% since mid-March high.
@etmanalytics Amplats force majeure & Implats to buy platinum to meet commitments. Plat sector broken & in need of structural overhaul. Can it be done?

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