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

African central banks likely to keep rates on hold amid growth concerns

The resumption of risk appetite at the end of last week has failed to spill over into early morning Asian trade with mixed sentiment caused by softer Chinese retail sales and industrial production figures. Partially offsetting this increase in annual...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 17 May 2021

Slow vaccine progress, new variants weigh on Africa’s economic recovery hopes

The threat of tightening credit and price caps in China have dampened demand for industrial metals into the weekend. After initially jumping on the higher than anticipated inflation numbers, the USD has paused its bull-run to some degree. However, wi...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 14 May 2021

Risk assets took a beating on Wednesday as US inflation trounced expectations

Wall Street took a pounding yesterday, and while futures this morning point to a modest bounce, the outlook is more troubled given the jump in inflation that has prompted speculation that the Federal Reserve may have to unwind some of its stimulus ef...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 13 May 2021

Investors trading cautiously ahead of the US inflation print

Riskier assets took a breather yesterday following several days of upbeat sentiment, with global equity markets taking a beating and emerging market currencies equally giving up some recent gains. Strong growth in money supply, QE and fiscal stimulat...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 12 May 2021

East Africa Weekly: 10-14 May 2021

Given the global focus on inflation at the moment amid soaring commodity and food prices, which have spurred global reflation trade in recent months and a rise in US Treasury yields, investors paid added focus to the latest inflation reading out of T...
ETM Analytics Kieran
Kieran Siney @ ETM Analytics 11 May 2021

ETM Southern Africa Weekly Report: 10-14 May 2021

Macroeconomic data out of Botswana and South Africa headlines a thin regional data card this week. The April CPI reading in Botswana will provide further insights into inflationary dynamics in the economy. However, this crossing is notoriously conges...
ETM Analytics Takudzwa
Takudzwa Ndawona @ ETM Analytics 11 May 2021