Government debt, especially in the US and France is front and centre of the issues at hand, what can be done to fix it? The USA doesn’t care about Taiwan, they just want the chips from the TSMC – once they have it, then what? Why has it taken so long for the massive wastage […]
Dawn and Cobie have an in-depth discussion this week around the Gold bonanza that has been lifting the JSE. The Rand is at its strongest it has been for a while – can these greenshoots last? The US shutdown is an ideal opportunity for the US to bring down its debt burden, extra points if […]
The podcast to this newsletter can be listened to here Global Roundup South Africa* The South African Reserve Bank kept interest rates unchanged the week before last, disappointing those hoping for lower loan repayments and signalling ongoing caution in monetary policy. * Consumer prices for food eased to 5.2% year-on-year in August, attributed to lower food inflation […]
Dawn and Cobie drill down into some of the valuations, especially in the US, and ask – is this a good time to buy or are we topping out… We also look at Argentina, and closer to home, the local JHB Mayor elections, and some of the issues facing the new incumbent.
This week, Jonathan Brummer and Dawn Ridler chat about the interest rate cuts and the independence of the Fed. We also have a deeper dive into the Chinese economy, which is cooling, and the prospect of increased dumping of manufactured goods. This podcast is backed by our weekly free newsletter. Sign up at www.rexsolom.co.za
The podcast to this newsletter can be listened to here. Market and Economic Roundup Of course. Here are 5 key topics on the economy and markets for South Africa (RSA), the United States (USA), and the globe, specifically focused on the last week. South Africa * The South African Reserve Bank held interest rates steady […]
This week, Dawn and Jonathan discuss the buoyant markets, including the surprise bump from Oracle. Is 3% the new normal for inflation in the West, and with the 25 bps drop in interest rates backed in, might we see 50bps?