A rare feel-good Monday has markets buzzing! In this ETM Analytics First Take Podcast, we unpack the GNU’s’s budget breakthrough and fiscal reforms as the S&P review nears. From Operation Vulindlela’s wins to dodging a VAT hike, can SA score a positive rating? We also dive into global calm—think US-China handshakes, India-Pakistan pauses, and Russia-Ukraine talks—while tackling SA’s challenges like unemployment and deindustrialisation. Join us for sharp insights on markets, geopolitics, and SA’s economic path.