• Welcome to ETM Analytics

    A boutique financial market research and analysis house

  • ETM Services

    Financial market commentary and advisory services

  • Data analytics

    Bespoke financial market indices and analytics

  1. 1
  2. 2
  3. 3

Commodities

Softs Update | Ivory Coast expected to see Cocoa harvest surge amid abundant rainfall SA
Published on 23 Apr 2024 at 07:56

Precious and Base Metals SA
Published on 23 Apr 2024 at 06:21

Softs Update | Chicago wheat futures marked three-day win streak amid Middle East conflict SA
Published on 22 Apr 2024 at 08:09

Precious and Base Metals SA
Published on 22 Apr 2024 at 06:28

Softs Update | The International Grains Council reduces global corn production forecast SA
Published on 19 Apr 2024 at 08:38

Precious and Base Metals SA
Published on 19 Apr 2024 at 08:31

Softs Update | Chicago wheat rebounds, supported by a weaker USD and reduced planting in Argentina SA
Published on 18 Apr 2024 at 08:37

Precious and Base Metals SA
Published on 18 Apr 2024 at 06:23

Softs Update | London ICE cocoa futures experience a sharp decline after hitting record high SA
Published on 17 Apr 2024 at 08:32

Precious and Base Metals SA
Published on 17 Apr 2024 at 06:08

Softs Update | Speculators take significant short positions on corn, soybeans and wheat SA
Published on 16 Apr 2024 at 08:35

Precious and Base Metals SA
Published on 16 Apr 2024 at 06:15

Softs Update | China is considering cancelling corn shipments from Europe SA
Published on 15 Apr 2024 at 08:43

Precious and Base Metals SA
Published on 15 Apr 2024 at 06:05

Softs Update | Cocoa futures reached record highs in both London and New York SA
Published on 12 Apr 2024 at 07:28

Precious and Base Metals SA
Published on 12 Apr 2024 at 05:57

Softs Update | Rains in Brazil’s supporting outlook for this year's sugar season SA
Published on 11 Apr 2024 at 07:16

Precious and Base Metals SA
Published on 11 Apr 2024 at 06:27

Monthly Metals Update | March 2024 SA
Published on 10 Apr 2024 at 16:02

Softs Update | Argus has increased its forecast for Russian wheat production in 2024 SA
Published on 10 Apr 2024 at 07:21

Precious and Base Metals SA
Published on 10 Apr 2024 at 06:04

Softs Update | India's wheat production for 2024 expected below government estimate SA
Published on 9 Apr 2024 at 08:09

Precious and Base Metals SA
Published on 9 Apr 2024 at 06:37

Precious and Base Metals SA
Published on 8 Apr 2024 at 07:54

Softs Update | Chicago corn prices drop due to expectations of improved US planting weather SA
Published on 8 Apr 2024 at 07:05

Precious and Base Metals SA
Published on 5 Apr 2024 at 08:26

Softs Update | Russian authorities have reportedly halted grain exports on some ships SA
Published on 5 Apr 2024 at 07:20

Softs Update | Ghana plans to increase fixed farmgate prices paid to cocoa farmers SA
Published on 4 Apr 2024 at 07:16

Precious and Base Metals SA
Published on 4 Apr 2024 at 06:47

Softs Update | London cocoa ICE futures set fresh record high SA
Published on 3 Apr 2024 at 07:05

Financial Markets

SA Vanilla Auction: 23 April 2024 SA
Published on 23 Apr 2024 at 13:32

SA Morning Research SA
Published on 23 Apr 2024 at 07:56

Global Equity Update | S&P and Nasdaq snap six-day losing streak amid quarterly earnings reports SA
Published on 23 Apr 2024 at 07:48

Africa Morning Research
Published on 23 Apr 2024 at 07:34

SA Morning Research SA
Published on 22 Apr 2024 at 08:01

Global Equity Update | Nvidia and Netflix slump drags S&P 500 and Nasdaq to six-day losing streak SA
Published on 22 Apr 2024 at 08:00

Africa Morning Research
Published on 22 Apr 2024 at 07:30

SA ILB Auction - 19 April 2024 SA
Published on 19 Apr 2024 at 13:15

Global Equity Update | S&P fell for the 5th day and Asian stocks slump as Middle East turmoil weighs SA
Published on 19 Apr 2024 at 08:09

SA Morning Research SA
Published on 19 Apr 2024 at 08:08

Africa Morning Research
Published on 19 Apr 2024 at 07:53

Global Equity Update | S&P and Nasdaq tumble for the fourth day on diminished rate expectations SA
Published on 18 Apr 2024 at 08:06

SA Morning Research SA
Published on 18 Apr 2024 at 08:00

Africa Morning Research
Published on 18 Apr 2024 at 07:19

Global Equity Update | US stocks trade down on rate cut expectations and higher Treasury yields SA
Published on 17 Apr 2024 at 08:24

SA Morning Research SA
Published on 17 Apr 2024 at 08:06

Africa Morning Research
Published on 17 Apr 2024 at 07:13

SA Vanilla Auction: 16 April 2024 SA
Published on 16 Apr 2024 at 13:05

Global Equity Update | Solid US retail sales dent rate cut expectations and US stocks tumble SA
Published on 16 Apr 2024 at 08:04

SA Morning Research SA
Published on 16 Apr 2024 at 08:04

Africa Morning Research
Published on 16 Apr 2024 at 07:47

War angst eases, focus turns back to US economy SA
Published on 15 Apr 2024 at 16:07

Global Equity Update | US stocks sold-off amid mixed earnings and rising geopolitical tensions SA
Published on 15 Apr 2024 at 08:11

SA Morning Research SA
Published on 15 Apr 2024 at 07:59

Africa Morning Research
Published on 15 Apr 2024 at 07:16

SA ILB Auction - 12 April 2024 SA
Published on 12 Apr 2024 at 13:18

Global Equity Update | Nasdaq surged amid softer-than-expected US PPI data and tech stock rebound SA
Published on 12 Apr 2024 at 08:06

SA Morning Research SA
Published on 12 Apr 2024 at 07:47

Africa Morning Research
Published on 12 Apr 2024 at 07:12

Global Equity Update | Hot US March inflation tumbles US equities amid diminished rate cut hopes SA
Published on 11 Apr 2024 at 08:25

Corporate - Clarity

East Africa Weekly Report: 27 Nov - 01 Dec 2023
Published on 28 Nov 2023 at 14:23

Global Rates Update | Global yields surge on hawkish central banks SA
Published on 9 Sep 2022 at 08:00

Viewpoint_Global Central Bank Radar_ May 2022 SA
Published on 6 May 2022 at 14:33

CEE Monetary Policy Review - Oct 2021 SA
Published on 22 Oct 2021 at 16:02

EM Carry Trade Monitor - Aug 2021 SA
Published on 25 Aug 2021 at 15:05

EM Risk Radar: Feb 2021 SA
Published on 11 Feb 2021 at 12:12

EM Viewpoint: LATAM Central Bank Monitor - Dec 2020
Published on 11 Dec 2020 at 15:21

EM Viewpoint: COVID vs Fiscal Collapse - Oct 2020 SA
Published on 30 Oct 2020 at 13:54

EM Carry Trade Monitor - Oct 2020
Published on 16 Oct 2020 at 14:41

Libor Transition Update - Sept 2020 SA
Published on 29 Sep 2020 at 14:04

Global viewpoint: China in context SA
Published on 11 Sep 2020 at 12:45

EM FX TOOLS: MXN Resilience Assessment - Sept 2020
Published on 10 Sep 2020 at 10:44

EM Fiscal Risk Comparison - July 2020 SA
Published on 3 Aug 2020 at 15:38

Latam Bond Beta Risk Monitor - June 2020 SA
Published on 19 Jun 2020 at 10:11

EM Bond Beta Risk Monitor - May 2020 Update
Published on 25 May 2020 at 14:25

ETM Africa Viewpoint - GHS Fiscal Resilience
Published on 14 May 2020 at 14:36

EM FX TOOLS: RUBZAR comparison / correlation potential with oil - April 2020 SA
Published on 23 Apr 2020 at 12:04

EM TOOLS: Central Banks react to COVID-19
Published on 13 Mar 2020 at 11:38

EM Carry Trade Monitor - Feb 2020
Published on 19 Feb 2020 at 10:34

EM FX TOOLS: TRY Resilience Assessment - December 2019
Published on 11 Dec 2019 at 07:41

EM TOOLS: DM Fixed Income Snapshot | November 2019 SA
Published on 19 Nov 2019 at 15:38

EM FX TOOLS: RUB Resilience Assessment - Nov 2019
Published on 6 Nov 2019 at 15:28

EM FX TOOLS: ZAR Resilience Assessment - October 2019
Published on 22 Oct 2019 at 10:22

EM TOOLS | MXN Resilience assessment | October 2019
Published on 14 Oct 2019 at 11:29

EM FX TOOLS: BRL Resilience Assessment - September 2019
Published on 27 Sep 2019 at 12:26

EM Bond Beta Risk Monitor - August Update
Published on 16 Sep 2019 at 13:58

EM Volatility Digest: Risks mount as Business Cycle Matures
Published on 16 Sep 2019 at 13:51

EM Carry Trade Monitor - August
Published on 15 Sep 2019 at 10:05

EM Fundamental Comparision - July
Published on 15 Sep 2019 at 09:09

EM FX Monitor - July
Published on 14 Sep 2019 at 10:13

Intelligence

ZAR FX Service | Viewpoint: ZAR Drivers SA
Published on 22 Apr 2024 at 17:48

Charting Ideas | Is gold pointing to a new economic regime of persistent inflation? SA
Published on 20 Apr 2024 at 11:41

FX Service | CFTC Report SA
Published on 18 Apr 2024 at 12:14

ZAR FX Service | Viewpoint: Terms of trade improves SA
Published on 12 Apr 2024 at 16:30

FX Service | CFTC Report SA
Published on 11 Apr 2024 at 12:37

Market Mover | EUR-USD and Yield Differentials SA
Published on 9 Apr 2024 at 10:00

ZAR FX Service | Monthly Dashboard - April 2024 SA
Published on 5 Apr 2024 at 14:25

Charting Ideas | South Africa's Upcoming Watershed Election SA
Published on 4 Apr 2024 at 15:05

FX Service | CFTC Report SA
Published on 4 Apr 2024 at 14:18

ZAR FX Service | Viewpoint: SARB reaction SA
Published on 28 Mar 2024 at 15:47

Charting Ideas | Japan's move away from negative interest rates SA
Published on 26 Mar 2024 at 11:15

Charting Ideas | Temporary jobs signal softening in the US labour market SA
Published on 19 Mar 2024 at 11:27

Market Mover | US debt maturity concerns SA
Published on 14 Mar 2024 at 10:00

Charting Ideas | Japan’s potential move away from negative interest rates (Part 4) SA
Published on 11 Mar 2024 at 10:47

ZAR FX Service | Monthly Dashboard - March 2024 SA
Published on 8 Mar 2024 at 14:58

FX Service | CFTC Report SA
Published on 7 Mar 2024 at 14:51

Charting Ideas | Japan’s potential move away from negative interest rates (Part 3) SA
Published on 4 Mar 2024 at 10:01

ZAR FX Service | Viewpoint: SA's fiscal risk SA
Published on 29 Feb 2024 at 15:17

Charting Ideas | Gauging the resilience of the Rand from a fiscal perspective SA
Published on 23 Feb 2024 at 14:09

ZAR Service: Budget Initial Reaction - February 2024 SA
Published on 21 Feb 2024 at 17:57

Charting Ideas | Fail to and the private sector will provide SA
Published on 16 Feb 2024 at 11:59

ZAR Service: Viewpoint - Portfolio flows a key driver for ZAR SA
Published on 15 Feb 2024 at 15:52

FX Service | CFTC Report SA
Published on 15 Feb 2024 at 13:03

Charting Ideas | Why is the US labour market holding up so well? SA
Published on 9 Feb 2024 at 14:44

ZAR Service: Viewpoint - US exceptionalism and the USD SA
Published on 9 Feb 2024 at 13:44

ZAR FX Service | Monthly Dashboard - February 2024 SA
Published on 5 Feb 2024 at 15:51

FX Service | CFTC Report SA
Published on 1 Feb 2024 at 15:07

Charting Ideas | Japan’s potential move away from negative interest rates (Part 2) SA
Published on 1 Feb 2024 at 12:20

Market Mover | Rising global shipping costs SA
Published on 26 Jan 2024 at 10:57

Charting Ideas | Japan’s potential move away from negative interest rates (Part 1) SA
Published on 26 Jan 2024 at 09:42

Economics

ZA Data - February Leading Indicator SA
Published on 23 Apr 2024 at 09:51

Economic Calendar: 22 - 26 April SA
Published on 19 Apr 2024 at 17:00

ZA Data - February Retail Sales SA
Published on 17 Apr 2024 at 13:55

ZA Data - March CPI SA
Published on 17 Apr 2024 at 11:12

Economic Calendar: 15 - 19 April SA
Published on 12 Apr 2024 at 17:00

ZA Data - February Manufacturing SA
Published on 11 Apr 2024 at 13:25

ZA Data - February Mining SA
Published on 11 Apr 2024 at 12:34

ZA Data - March Reserves SA
Published on 8 Apr 2024 at 08:44

Economic Calendar: 8 - 12 April SA
Published on 5 Apr 2024 at 17:00

ZA DATA - March Naamsa Vehicle Sales SA
Published on 2 Apr 2024 at 17:30

ZA Data – March Absa PMI SA
Published on 2 Apr 2024 at 12:36

Economic Calendar: 1 - 5 April 2024 SA
Published on 29 Mar 2024 at 17:00

ZA Data - February Trade Balance  SA
Published on 28 Mar 2024 at 14:57

ZA Data - February Monthly Budget Balance SA
Published on 28 Mar 2024 at 14:43

ZA Data – February PPI SA
Published on 28 Mar 2024 at 12:48

ZA Data - February Private Sector Credit SA
Published on 28 Mar 2024 at 09:17

SARB MPC Review | March 2024 SA
Published on 27 Mar 2024 at 17:20

ZA Data - January Leading Indicator SA
Published on 26 Mar 2024 at 09:40

ZA Data - Q1 2024 Consumer Confidence SA
Published on 25 Mar 2024 at 10:57

Economic Calendar: 25 - 29 March 2024 SA
Published on 22 Mar 2024 at 17:00

ZA Data - January Retail Sales SA
Published on 20 Mar 2024 at 14:31

ZA Data - February CPI SA
Published on 20 Mar 2024 at 11:09

Economic Calendar: 18 - 22 March 2024 SA
Published on 15 Mar 2024 at 14:15

ZA Data - January Manufacturing growth SA
Published on 14 Mar 2024 at 13:29

ZA Data - January Mining Production SA
Published on 14 Mar 2024 at 12:34

Economic Calendar: 11 - 15 March 2024 SA
Published on 8 Mar 2024 at 17:30

ZA Data – Q4 Current Account SA
Published on 7 Mar 2024 at 12:30

ZA Data - February Net Reserves SA
Published on 7 Mar 2024 at 08:26

ZA Data - Q1 Business confidence SA
Published on 6 Mar 2024 at 12:49

ZA Data – Q4 GDP SA
Published on 5 Mar 2024 at 13:03

Consulting

Defining the risk of fuel price movements to the balance sheet SA
Published on 7 Jun 2022 at 13:44

Benchmark for Africa sales growth
Published on 6 Jun 2022 at 15:08

Benchmark for Africa sales growth
Published on 30 May 2022 at 13:32

ZAR Sentiment Indicator SA
Published on 25 May 2022 at 16:41

Carry Attractiveness Rankings SA
Published on 23 May 2022 at 12:16

Inflation Risk Index SA
Published on 18 May 2022 at 13:04

Carry Attractiveness Rankings SA
Published on 11 May 2022 at 15:37

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 28 Apr 2022 at 12:35

ZAR Sentiment Indicator SA
Published on 20 Apr 2022 at 14:43

ZSI Implied ZAR Levels SA
Published on 14 Apr 2022 at 14:32

ZAR Valuation Range SA
Published on 12 Apr 2022 at 12:42

Inflation Risk Index SA
Published on 24 Mar 2022 at 14:51

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 17 Mar 2022 at 12:42

ZAR Sentiment Indicator SA
Published on 15 Mar 2022 at 15:33

SA Fiscal Risk Heatmap SA
Published on 23 Feb 2022 at 13:04

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 17 Feb 2022 at 13:21

Carry Attractiveness Rankings SA
Published on 2 Feb 2022 at 13:55

SA Monetary Rectitude SA
Published on 25 Jan 2022 at 14:35

Resilience cross section comparison SA
Published on 21 Jan 2022 at 10:42

ZAR Sentiment Indicator SA
Published on 11 Jan 2022 at 13:56

ZAR Sentiment Indicator SA
Published on 7 Dec 2021 at 14:46

ZAR Sentiment Indicator SA
Published on 8 Nov 2021 at 16:42

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 26 Oct 2021 at 16:29

ZAR Sentiment Indicator SA
Published on 15 Oct 2021 at 16:23

Currency Resilience Rankings SA
Published on 8 Oct 2021 at 13:25

Carry Attractiveness Rankings SA
Published on 29 Sep 2021 at 13:47

ZAR Headline Resilience SA
Published on 7 Sep 2021 at 16:46

ZAR Carry Attractiveness vs EM and DM averages SA
Published on 3 Sep 2021 at 16:49

ZAR Sentiment Indicator SA
Published on 27 Aug 2021 at 16:49

Carry Attractiveness Rankings SA
Published on 17 Aug 2021 at 17:11