ETM Analytics
ETM Analytics

ETM Analytics

ETM Analytics provides financial market and economic intelligence using quantitative frameworks on emerging and frontier markets to traders, treasury professionals, buy-side and corporate executives.
Location: South Africa

Latest articles from ETM Analytics

Egypt to attract $1bn in new investment after JP Morgan inclusion

Commodities are back in the spotlight this morning. Rising inflation in Namibia could potentially see the central bank become less accommodative in its approach. Despite all the domestic headwinds, including the deadly July lootings, a slow vaccine r...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 15 October 2021
Egypt to attract $1bn in new investment after JP Morgan inclusion
Egypt to attract $1bn in new investment after JP Morgan inclusion

Will the South African Rand blow or remain resilient?

Will the ZAR blow or remain resilient? Despite all the domestic headwinds, including the deadly July lootings, a slow vaccine rollout, ongoing load-shedding and uncertainty ahead of the municipal elections, the ZAR is amongst the top-performing emerg...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 14 October 2021

Latam Daily: Politics remain volatile, central banks remain hawkish

Brazil: The Lower House began an analysis of changes to the ICMS tax on fuels on Wednesday. The bill being discussed proposes fixed values to the ICMS tax on fuels. This occurred despite a falling USD through the session, reflecting just how importan...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 14 October 2021

Global bonds facing the worst year in a decade, African bonds remain resilient

The USD came under considerable pressure yesterday afternoon despite the inflation data being a little stronger than anticipated and the Fed minutes offering very little new. The decision comes as Morocco embarks on a sweeping program championed by i...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 14 October 2021

Latam Daily: IMF report shed’s light on Latam’s recovery prospects

Brazil: The IMF noted yesterday that inflation risks are now skewed to the upside over the near term. Emerging market economies may, however, continue to face elevated inflation through next year, with the aggregate estimate at 5.5% for this year and...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 13 October 2021

IMF downgrades global growth outlook, US CPI and FOMC minutes in focus

All eyes will be on the US inflation data which is due for release later this evening as well as the FOMC minutes, both of which have the ability to unseat the current status quo, especially in the near term. The report titled “International Debt Sta...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 13 October 2021