@etmanalytics ETM MD & Chief Economist @George_Glynos on @cnbcafrica discussing the benefits of Greek austerity & lessons for SA's political leaders.
@RussLamberti Massive & persistent mkt distortion causes prolonged systemic error, chronically damaging supply quality & therefore crippling real demand.
@RussLamberti US agg demand weak b/c value-adding supply, not money & debt, validates demand. Lingering zombie sectors have left supply quality damaged.
@RussLamberti After $3.5T of printed moola & $6T more systemic debt, US "aggregate demand" growth is faltering. #KeynesianCuldesac http://t.co/2eBL8ofOT6
@JanavDeventer .@etmanalytics Feb retail sales falls to 4mth low of 2.2% vs. 6.4% in Jan. High inflation, falling hhold credit growth & high debt weighing
@etmanalytics Low jobless claims as recession predictor? cc @chrishartZA @DrMarkThornton @AdrianSaville @Ilkevz @JamesGRickards http://t.co/2E5rpLuGvH
@RussLamberti Do permabulls trumpeting low jobless claims know that low claims is an excellent recession predictor? cc @RobPrice58 http://t.co/N40OgfciQ3
@JanavDeventer .@etmanalytics PGM production down 35.8% y/y in Feb mirroring impact of platinum strikes. Output likely continued to contract in Mar&Apr!
@etmanalytics Mining exports accounted for 58% of total exports in the first 2 months of 2014, making it the single most important forex earner for SA.
@etmanalytics Anglo American CEO said it might divest from its South African platinum division if it doesn’t yield a return. #bearish
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.


ETM offers integrated solutions in the following core specialty areas:

Financial Market Analysis: EMEA including South Africa, G4, sub-Sahara Africa. Our team has its finger on the pulse of global financial markets and updates clients with relevant and insightful commentary during the trading day.

Investment Strategy Services: Capital and wealth management advisory. Translating thematic market and policy analysis of South Africa, Sub Saharan Africa G4 and BRICs into cyclical and structural investment strategy for capital managers and corporate executives.  

Data & Indices: The ETM team is able to create proprietary indices and data sets for clients that have specific focus and application.  

ETM Analytics’ extensive set of proprietary analytical products and tools allow us, through consultation and interaction with the client, to provide tailor-made advisory solutions. By using proprietary analytical techniques we are able to deliver quality that is consistent and replicable.  We have extensive experience providing client solutions that are thought-leading, have real world applications, and as such create tangible value.