Lloyd Miller

ETM Analytics

Head of Developed Markets and Latin America Research @ ETM Analytics

Lloyd is a Research Analyst at ETM Analytics covering G10, Latin America, and South Africa. He has four years full-time professional experience in market research, specialising in macroeconomics, fixed income, and foreign exchange markets. This follows on from his experience as a Management Consultant at a top tier firm in South Africa, at which he spent two years. Lloyd holds a Bachelor of Commerce Honours degree in Economics from the University of Pretoria in South Africa, as well as an Advanced Certificate in Emerging Market and Country Risk Analysis from Fordham University in New York. His market commentary has been featured in industry publications such as Bloomberg, Reuters, and CNBC Africa.

Lloyd Miller
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Latest articles from Lloyd Miller

ETM SA Monthly Investment Insight_July 2021

As was expected, the SARB once again voted in favour of keeping the benchmark interest rate on hold at its most recent MPC meeting. This reflects a constrained investment environment that will prevent growth from reaching its potential once condition...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 28 July 2021

SARB July MPC: Policymakers still in no rush to hike rates

The SARB opted to once again keep its Repo Rate unchanged at 3.50%, with the decision being unanimous. In terms of forecasts, the QPM model shows the repurchase rate at 3.79% by the end of 2021. This is down from the 4.07% seen at the previous meetin...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 22 July 2021
SARB July MPC: Policymakers still in no rush to hike rates
SARB July MPC: Policymakers still in no rush to hike rates
Commodities Analysis / Global

OPEC breakdown signals extension of tighter oil market

A surprising rift between OPEC+ members Saudi Arabia and the UAE has derailed the cartel’s plans to push through greater supply through the months ahead, tightening the market as supply will remain well below demand levels until some form of an agree...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 6 July 2021

South Africa Monthly Investment Insight

Monetary policy is at the forefront at the moment. While the QPM is pointing to rate hike risk in 2020 and 2021, this risk is overstated in an environment of weak economic growth and other disinflationary forces such as a strong ZAR, high savings rat...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 28 June 2021

New commodity super-cycle begins

A new commodity super-cycle appears to be unfolding with global commodity prices broadly on the rise, underpinned by unprecedented stimulus spending, growth in the US and China, more aggressive environmental policies and sustained dollar weakness. Th...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 27 May 2021

South Africa Monthly Investment Insight

As we head into the second quarter of the year, it is worth taking a look at how South Africa's economy has recovered from the economic shock of the COVID-19 pandemic. The Dow Jones dropped by the largest amount since January and came as a warning th...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 19 May 2021

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Lloyd Miller
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Fixed Income - Sovereign
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2020
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Sub Sahara Africa
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2021