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SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?

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Manage episode 497210304 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

๐Ÿ”บ Tariffs Incoming ๐Ÿ‡ฟ๐Ÿ‡ฆ SA faces 30% US tariffs starting Friday. ๐Ÿš— Auto industry, ๐ŸŠ citrus, ๐Ÿšš logistics & ๐Ÿงช fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat โ€” but no fatal blows expected.

๐Ÿ“‰ MPC Policy Misfire? ๐Ÿ’ฐ SA inflation at 3%, but rates still stuck at 10.75%. ๐Ÿ“‰ Is the MPC behind the curve? Simon says: Yes. ๐Ÿ“‰ Calls for a rate cut of at least 0.5% to 1%.

SA CPI and Prime | 29 July 2025

๐Ÿฅ‡ Why Hasnโ€™t the SARB Bought Gold in 20 Years? ๐Ÿ“Š From 2005 to 2025: only ยฑ48,000 ounces added. ๐Ÿ“‰ Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. ๐Ÿค” Why the gold aversion? Simon wants answers.

๐Ÿ“ˆ Structured Product Spotlight ๐Ÿ’ผ New Standard Bank product: โœ”๏ธ 100% capital guarantee โœ”๏ธ 1.8x upside gearing โœ”๏ธ MSCI World Index exposure ๐Ÿ“† 3.5 year duration, paid out in ETFs ๐Ÿ’ธ Min R25k. Closes in Sept.

๐Ÿš˜ Chinese Cars Disrupting the Market ๐Ÿ‡จ๐Ÿ‡ณ Omoda CX5 & CS9 โ€“ slick, affordable, feature-packed ๐Ÿ’ก Screens bigger than laptops, prices lower than rivals โš ๏ธ Toyota, Ford, VW: Time to worry?

๐Ÿ’Š Big Pharma Blunder ๐Ÿคฆโ€โ™‚๏ธ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee ๐Ÿ“‰ Generics incoming. Massive oops.

๐Ÿ” Alphabet Results ๐Ÿ’น Stock up 15% since Simonโ€™s last mention ๐Ÿ’ฐ $95bn cash, low debt โš–๏ธ Facing antitrust heat โ€“ rulings incoming ๐Ÿ“‰ Possible price dip = buying opportunity?

๐Ÿ“ข Next week: Who owns what in Parliament? Crypto, shares, surprises awaitโ€ฆ

๐Ÿง  Hosted by Simon Brown ๐Ÿ’ณ Powered by Standard Bank & Shyft โ€“ the global money app for smart travellers & investors

  continue reading

571 episodes

Artwork
iconShare
 
Manage episode 497210304 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

๐Ÿ”บ Tariffs Incoming ๐Ÿ‡ฟ๐Ÿ‡ฆ SA faces 30% US tariffs starting Friday. ๐Ÿš— Auto industry, ๐ŸŠ citrus, ๐Ÿšš logistics & ๐Ÿงช fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat โ€” but no fatal blows expected.

๐Ÿ“‰ MPC Policy Misfire? ๐Ÿ’ฐ SA inflation at 3%, but rates still stuck at 10.75%. ๐Ÿ“‰ Is the MPC behind the curve? Simon says: Yes. ๐Ÿ“‰ Calls for a rate cut of at least 0.5% to 1%.

SA CPI and Prime | 29 July 2025

๐Ÿฅ‡ Why Hasnโ€™t the SARB Bought Gold in 20 Years? ๐Ÿ“Š From 2005 to 2025: only ยฑ48,000 ounces added. ๐Ÿ“‰ Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. ๐Ÿค” Why the gold aversion? Simon wants answers.

๐Ÿ“ˆ Structured Product Spotlight ๐Ÿ’ผ New Standard Bank product: โœ”๏ธ 100% capital guarantee โœ”๏ธ 1.8x upside gearing โœ”๏ธ MSCI World Index exposure ๐Ÿ“† 3.5 year duration, paid out in ETFs ๐Ÿ’ธ Min R25k. Closes in Sept.

๐Ÿš˜ Chinese Cars Disrupting the Market ๐Ÿ‡จ๐Ÿ‡ณ Omoda CX5 & CS9 โ€“ slick, affordable, feature-packed ๐Ÿ’ก Screens bigger than laptops, prices lower than rivals โš ๏ธ Toyota, Ford, VW: Time to worry?

๐Ÿ’Š Big Pharma Blunder ๐Ÿคฆโ€โ™‚๏ธ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee ๐Ÿ“‰ Generics incoming. Massive oops.

๐Ÿ” Alphabet Results ๐Ÿ’น Stock up 15% since Simonโ€™s last mention ๐Ÿ’ฐ $95bn cash, low debt โš–๏ธ Facing antitrust heat โ€“ rulings incoming ๐Ÿ“‰ Possible price dip = buying opportunity?

๐Ÿ“ข Next week: Who owns what in Parliament? Crypto, shares, surprises awaitโ€ฆ

๐Ÿง  Hosted by Simon Brown ๐Ÿ’ณ Powered by Standard Bank & Shyft โ€“ the global money app for smart travellers & investors

  continue reading

571 episodes

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