@RussLamberti While "geopolitical tension" dominates the market narrative, quietly the US high yield bond market powder keg fuse is being lit.
@RussLamberti Phoned @SAReserveBank for details on the Abil bailout. Official said the funding details are not public knowledge & won't be for some time.
@etmanalytics (1/2) SA labour force age15-24 comprises 15% of labour force, often depends on elders & has few,inexpensive dependents. 65.1% unemployment..
@etmanalytics (2/2)...in this age cohort is not as socially destabilising as is generally feared. High unempl in older ages wld be far more destabilising.
@etmanalytics Unemployment (expanded definition, i.e. better definition) in age group 15-24 in SA is 65.1% as of Q2 2014 vs 30% for age group 24-64.
@etmanalytics Get a 5 minute SA macro update on page 11 from Chief Strategist @RussLamberti and the ETM team: http://t.co/JNObLGefwh cc @solidariteit
@RussLamberti I'm published in the current edition of Personal Finance Magazine. Article: "Interest rate realities." Details here: http://t.co/GAY3WIWS26
@RussLamberti Great summary of the state of play in SA's labour relations by Gideon du Plessis, Gen Secretary of Solidarity: http://t.co/qlppArNgel (pg 8)
@CannonAssets Making Cents - http://t.co/iOjmHGj9CJ Including the Graph of the Week via @etmanalytics http://t.co/QndDTGzkpR
@etmanalytics ETM says farewell to @chrislbecker who joins African Alliance as lead macroeconomic strategist. Thank you for your contribution to ETM Chris
ETM Analytics

ETM was founded by directors George Glynos and Quinten Bertenshaw in 2004, initially offering real-time financial market analysis and advisory services to mostly banking and treasury clients. Client requirements have led the organic growth of the business into providing Data & Analytics Services and Investment Strategy Services.

Today ETM is a leading producer of challenging, thought provoking, and insightful economic and investment strategy ideas.  We have a proven track record of delivering quality insight and valuable interaction with a clientele that spans the globe and includes multinational corporates, fund managers, banks, brokers and financial institutions.


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