ETM's Markets Magnified

Ilze-Marie Le Roux

Welcome to Markets Magnified, ETM's podcast demystifying global finance for everyone. Join us weekly for a digestible Market Review, simplifying recent events and forecasting economic shifts. Our Africa Edition explores the continent's financial markets, intertwined with political and socio-economic insights. At Markets Magnified, we challenge norms with evidence-based analysis. No jargon, just straightforward discussions. Our in-house data analysis drives content, offering fresh perspectives and solutions. Break free from exclusivity; embrace simplicity with us.

  1. 05/26/2025

    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!

    11 min

  2. 05/19/2025

    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!

    14 min

  3. 05/16/2025

    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.

    9 min

  4. 05/05/2025

    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

    9 min

  5. 04/29/2025

    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.

    10 min

  6. 04/17/2025

    MARKETS MAGNIFIED | US Trust Fades: Dollar's Safe Haven Status at Risk?

    Buckle up for a fiery episode of Markets Magnified with ETM Analyst Ilze-Marie Le Roux, joined by ETM Director George Glynos and XA Global Trade Advisors CEO Donald Mackay. This week, we unpack the seismic shifts rocking global markets in 2025. From a wobbling US dollar to skyrocketing Treasury yields and Trump’s tariff gambit, we explore whether US exceptionalism is fading and what it means for safe haven assets. Are we witnessing the dawn of a new economic order with BRICS Plus rising and global trade routes rewiring? Tune in for sharp insights, bold takes, and a glimpse into what’s next for the world economy. Don’t miss this must-watch discussion—subscribe and join the conversation!#MarketsMagnified #GlobalTrade #USDollar #USEconomy #TrumpTariffs #BRICSPlus #SafeHavenAssets #EconomicShift #FinancePodcast #Investing2025

    43 min

  7. 04/17/2025

    MARKET SNAP | Dollar Out - What's In?

    Catch the premiere of ETM Analytics' Market Snap podcast! Analyst Andrew Hyde shares insights on the US dollar's declining safe-haven appeal amid trade tensions and economic shifts. With Liberation Day tariffs sparking a bearish futures market, investors are turning to the euro, yen, and Swiss franc. Is this the end of US exceptionalism? Listen for concise, expert analysis!

    5 min

  8. 04/14/2025

    First Take | Navigating Market Chaos: Trump’s Tariffs, Dollar Woes, and GNU Drama Unpacked!

    Dive into the latest episode of Markets Magnified’s First Take with ETM Director George Glynos and Analyst Ilze-Marie Le Roux! This week, we tackle the whirlwind of global and local market turbulence—from Trump’s tariff turmoil shaking international trade to the dollar’s surprising dip amid the chaos. Plus, we break down the GNU’s last-minute pivot away from a VAT hike and what it means for South Africa’s fiscal future. Is this a market reset or a recipe for recession? Tune in for sharp insights, pragmatic takes, and a fresh perspective on navigating the noise. Don’t miss it—subscribe now!

    11 min
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About

Welcome to Markets Magnified, ETM's podcast demystifying global finance for everyone. Join us weekly for a digestible Market Review, simplifying recent events and forecasting economic shifts. Our Africa Edition explores the continent's financial markets, intertwined with political and socio-economic insights. At Markets Magnified, we challenge norms with evidence-based analysis. No jargon, just straightforward discussions. Our in-house data analysis drives content, offering fresh perspectives and solutions. Break free from exclusivity; embrace simplicity with us.

Information

  • Creator
    Ilze-Marie Le Roux
  • Years Active
    2024 - 2025
  • Episodes
    46
  • Rating
    Clean
  • Copyright
    © Ilze-Marie Le Roux
  • Show Website
    ETM's Markets Magnified