Inflation has been the major driver of the central bank’s decisions in 2025 – will it still drive policy next year? The NHI continues to hog headlines – can that cause damage even if it is a dead duck? Markets in 2025 would have been mediocre and dull without AI – what is the next […]
This week Jonathan Brummer joins Dawn to look at global economic news over the last week. Fiscal drag is the new stealth tax in the UK. Are interest rate cuts nearing the end? The Chinese Silk Road is steadily spreading its tentacles across the world.
This week Dawn and Cobie talk about AI stocks, valuations, gold and the changing world order as the US focuses inward.
The RSA Medium Term Budget was out last week, along with optimistic new inflation guidelines. Emerging markets are on a roll, and RSA forex is the best it’s been for a while. Beware of the share concentration in the US and Chinese markets, though, especially with market cap trackers.
We start to look ahead to 2027 – especially when it comes to markets – how about a ‘average’ year for a change? The UK might just be willing to impose austerity medicine on the economy, unlike the USA. The shutdown – who is going to blink first?
This week, Cobie and Dawn chat about Nvidia, AI and Trump’s Middle East excursion. In addition to the interest rate cut, the Fed signalled some dialling back of quantitative tightening to a more neutral position. There is much more detail in our newsletter, get on the database at www.rexsolom.co.za
The podcast to this newsletter can be listened to here. If you enjoy our content, please share it with your friends! Your referral helps us grow and bring even better content your way. Your summary with links, if you’d like to pick and choose 💵 Understanding the U.S. Bond Market A primer on the Treasury vs. […]
AI is democratising access to information, especially for small and medium-sized companies. Cobie gives us some insight into how we do that at Rexsolom Invest. We have a look at Beyond Meat and the lessons to be learned in single-product, highly niche companies. The Rexsolom Newsletter has an in-depth story on bonds, and Cobie and […]
Economies all over the world are having to face new realities, mounting debt and changing dynamics. This week Cobie and Dawn also look at the Health sector in RSA and the possibility of the loss of the Med Aid Tax credit, and funding of the NHI.
The podcast to this newsletter can be listened to here Dawn was Michael Avery’s stand-in on Fine Music Radio last week, and had some interesting interviews, including one with Jeremy Sampson, The Brandfather and an interesting discussion with Johan Steyn around AI. Your summary with links if you’d like to pick and choose… ⚡️ Energy: Renewables vs Fossil […]