Join ETM Analytics’ Ilze-Marie Le Roux and George Glynos as they navigate the trends shaping 2025. From the economic shakeups sparked by Trump’s return to office, China's deflationary challenges, global trade disruptions, and South Africa's fiscal crossroads, we unpack what lies ahead. Stay ahead of the curve with insights on geopolitics, economic policy, and market dynamics.

This week’s Market Review looks at the surprising US inflation data and its ripple effect on the Federal Reserve’s rate-cutting plans. We also explore the ECB’s shift toward a 25 basis point cut, as Europe grapples with economic fragility. Meanwhile, the ZAR’s resilience amidst USD strength signals deeper dynamics at play. What does this mean for markets, currencies, and future growth? Tune in for insights you won’t want to miss.

August's US nonfarm payrolls came in softer than expected, signaling trouble for the labour market. With manufacturing jobs taking a big hit and unemployment metrics shifting, all eyes are now on the Fed. Fed Governor Waller's recent comments have fueled speculation on next week's Fed meeting; it's not so much if the the central bank will cut but rather by how much?

In this episode, we dive into the latest shifts in the U.S. economy and what they could mean for global markets and the rand. With inflation data and Federal Reserve decisions on the horison, market stability hangs in the balance. Is the recent calm a sign of recovery or just the eye of the storm? We explore these crucial questions and more—don’t miss out on our insights that could impact your next move in the market.

#USInflation #MarketAnalysis #Rand #GlobalMarkets #FederalReserve #FinancialOutlook #Podcast #ETMAnalytics #TreasuryOne #Investing #YouTubePodcast

In this episode of Markets Magnified, hosted by ETM Analytics' Ilze-Marie Le Roux, we delve into the monumental economic shift taking place in Zimbabwe. Central Bank Governor John Mushayavanhu has made headlines by stabilizing the national currency and controlling inflation within his first 100 days in office—an achievement many thought impossible. We explore the introduction of the ZiG (Zimbabwe Gold), a new currency that promises stability backed by gold and mineral reserves.

Governor Mushayavanhu’s bold move to set a 20% policy rate and bolster reserves from gold, diamonds, lithium, and platinum has been met with both praise and skepticism. With the ZiG showing early signs of stability and monthly inflation kept in check, can this currency turn Zimbabwe's economic fortunes around? Or will it follow the path of its predecessors, crumbling under external pressures and internal mismanagement?

Join us as we analyse the potential and pitfalls of the ZiG, the challenges of regaining market confidence, and the critical economic reforms needed to sustain this new currency.

Tune in for an insightful discussion on whether Zimbabwe’s new currency heralds a new era or is just another false dawn in the country's turbulent economic history.