@RussLamberti While "geopolitical tension" dominates the market narrative, quietly the US high yield bond market powder keg fuse is being lit.
@RussLamberti Phoned @SAReserveBank for details on the Abil bailout. Official said the funding details are not public knowledge & won't be for some time.
@etmanalytics (1/2) SA labour force age15-24 comprises 15% of labour force, often depends on elders & has few,inexpensive dependents. 65.1% unemployment..
@etmanalytics (2/2)...in this age cohort is not as socially destabilising as is generally feared. High unempl in older ages wld be far more destabilising.
@etmanalytics Unemployment (expanded definition, i.e. better definition) in age group 15-24 in SA is 65.1% as of Q2 2014 vs 30% for age group 24-64.
@etmanalytics Get a 5 minute SA macro update on page 11 from Chief Strategist @RussLamberti and the ETM team: http://t.co/JNObLGefwh cc @solidariteit
@RussLamberti I'm published in the current edition of Personal Finance Magazine. Article: "Interest rate realities." Details here: http://t.co/GAY3WIWS26
@RussLamberti Great summary of the state of play in SA's labour relations by Gideon du Plessis, Gen Secretary of Solidarity: http://t.co/qlppArNgel (pg 8)
@CannonAssets Making Cents - http://t.co/iOjmHGj9CJ Including the Graph of the Week via @etmanalytics http://t.co/QndDTGzkpR
@etmanalytics ETM says farewell to @chrislbecker who joins African Alliance as lead macroeconomic strategist. Thank you for your contribution to ETM Chris


ETM Real Time  |  etmrealtime.com

ETM REAL TIME provides up-to-the-minute financial market and economic intelligence

We help clients interpret information to make better trading decisions

Key Features of ETM REAL TIME

  • Trading Strategies:
    • - Currency/ Fixed Income/ Derivatives
  • Flash Analysis of Economic Data
  • Market Rumours and Trader Sentiment
  • Politics and Policy Analysis
  • Morning Reports


South Africa, Turkey, Russia, Hungary, G4


  • Institutional/Corporate Treasurers
  • Proprietary Traders
  • Brokers and Dealers
To find out more go to etmrealtime.com

ETM Investment Strategy  |  etmstrategy.com 

ETM Investment Strategy provides business cycle and long term capital growth advice

We help clients formulate strategy to make better asset and regional capital allocation decisions

Key Features of ETM Investment Strategy

Business Cycle Strategy

  • Inflation and Currency Strategy
  • Interest Rate Strategy
  • Trends and Scenario Analysis
  • Face-to-Face Strategy Sessions
  • Reports
Economic Indicator/Index Construction
  • Bespoke construction and maintenance of economic/market indices
  • Indices we constructed and currently maintain include:
  • TransUnion Consumer Credit Index
  • Momentum Investor Confidence Index
  • Africa Opportunity Index

Africa Advisory

  • Country Assessments based on the Opportunity Index Framework
  • Quarterly Economic Updates
  • Bespoke Consulting Services


South Africa, BRICs, major EMs, G4, sub Saharan Africa


  • Asset Managers
  • Corporate Executives
  • Public and Private Policy Makers
To find out more go to etmstrategy.com


Book members of the ETM Analytics senior strategy team to provide financial and economic insights to your company or your clients, or at a conference.  Presentations can be arranged on an ad hoc basis, or set-up as regular events quarterly, semi-annually, or annually.
We specialise in macroeconomic, financial market, and business cycle strategy, as well as sectoral analysis for companies within a specific sector or to industry groups.  Our experience in presenting to a wide array of clients means we are able to pitch our presentations appropriately to suit the audience.
We have experience presenting and giving keynote addresses at a conferences and seminars or covering special events such as the National Budget, as well as assisting companies with internal strategy sessions and AGMs.  
To find out more about the ETM Analytics presentation service or to book one of our senior strategy team members for a presentation, please contact ETM Analytics directly: Email info@etmanalytics.com | Phone on +27(11) 875 8556

Branded Economic Reports

ETM Analytics also offers ‘white-labelled’ market and economic reports to clients for own-branding purposes via the ETM REAL TIME service.  ETM-sourced financial market and economic reports can be distributed via email to your client base daily, weekly or quarterly while retaining exclusively your own corporate branding.  Let us provide the research and analytical power behind your brand power.
This is a powerful tool to reach and retain clients and more effectively manage how clients perceive and interact with your brand and your services.  This also allows your business to focus on what it does best while offering an effective and credible market research, commentary and analytics service to clients.
Branded reports can be tailored to include any of the following:

Morning Reports

  • Events calendar
  • Mkt Factors to Watch
  • ZAR/Fixed Income Insight
  • US/Europe/Japan Insight
  • Daily Oil Insight

Economic Research

  • Thematic analysis
  • Prices & Production
  • Money & Credit
  • Retail & Trade
  • Govt Finance & Reserves 
Currency analysis/commentary
  • Spot/Derivatives markets
  • Technical analysis
  • Weekly Rand Outlook

Bond analysis/commentary

  • Vanilla/Derivativesmarkets
  • Technical analysis
  • Weekly Bond Outlook

Intraday market analysis

  • Currency & bonds
  • Equities & commodities 
  • Policy, geopolitics & elections
  • Events & summits
  • Market rumours &trader talk
  • Technical analysis & trade ideas

Equity Market Commentary/Techs

The above tailored options can be obtained for South African, Turkish, Russian, Hungarian and G4 markets.
To find out more about the 'white-labelled' report service or if you wish to put your brand on a report, please contact ETM Analytics directly: Email info@etmanalytics.com | Phone on +27(11) 875 8556