ETM's Markets Magnified

FIRST TAKE | SARB's Big Call - Cut or Hold Rates?

ETM’s George Glynos and Ilze-Marie Le Roux unpack the US-SA talks, diving into crime, racial policies, and Starlink’s absence. As the Reserve Bank’s rate decision looms, will they cut or hold steady? Get bold insights on SA’s economic path. Subscribe now!

FIRST TAKE | SA's Budget Battle & Ramaphosa's Trump Summit

Dive into the latest First Take with ETM on Markets Magnified, where Director George Glynos and Analyst Ilze-Marie Le Roux unpack South Africa’s high-stakes week! From the third attempt to pass a crucial budget in Parliament to President Ramaphosa’s bold Washington visit to face Trump, we explore the fiscal reforms, privatization pushes, and geopolitical tightrope that could shape the nation’s future. Can South Africa trim wasteful spending and secure a diplomatic win? Tune in for sharp insights and cautious optimism on the markets and more!

AFRICA IN-DEPTH | Tariffs, Bonds, and Africa's Tightrope

Dive into this week’s Markets Magnified podcast as we unpack the seismic impact of President Trump’s tariffs on Africa’s economies and bond markets! From Lesotho’s staggering 50% tariff hit to Nigeria’s oil price woes, we explore which nations face the toughest challenges and why. Joined by ETM Analytics’ co-head for Africa, Takudzwa Ndawona, we analyze the continent’s economic tightrope amid global trade shifts, liquidity crunches, and geopolitical strategies. Will African states pivot to China, align with the US, or strengthen intra-continental trade? Tune in for sharp insights and a candid behind-the-scenes look at navigating these turbulent times. Don’t miss this deep dive into Africa’s economic future. Subscribe and hit the bell for more.

FIRST TAKE | Tariff Turmoil: Will the Fed Hold?

In this week’s First Take, we analyse the growing tension between Trump’s tariff policies and the Federal Reserve’s rate decisions with ETM Analytics Director, George Glynos. Can Powell maintain a steady course, or will trade disruptions force a shift? We also cover South Africa’s manufacturing struggles and key market signals to watch. Tune in for clear, actionable insights to navigate the week ahead. #Markets #FederalReserve #TrumpTariffs #Economy #Investing #Finance #SouthAfrica #GlobalTrade #PMI #FirstTakePodcast

MACRO MATTERS | Is South Africa’s Retirement Cash Boom Fizzling Out?

The two-pot retirement system sparked a spending frenzy in South Africa, pumping billions into retail, automotive, and consumer goods since its launch in September 2024. But is the party over? Join us on Macro Matters as we dive into the economic impacts with Jeffrey Dinham, Head of Macro at Econometrix. From skyrocketing retail sales to a sharp slowdown in withdrawals, we explore whether this cash injection has run its course and what it means for South Africa’s growth in 2025. With the IMF slashing forecasts and Econometrix predicting even lower GDP growth, are we heading for a sugar rush crash? Tune in for expert insights and stay ahead of the economic curve.