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SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?
Manage episode 497210304 series 17433
πΊ Tariffs Incoming πΏπ¦ SA faces 30% US tariffs starting Friday. π Auto industry, π citrus, π logistics & π§ͺ fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat β but no fatal blows expected.
π MPC Policy Misfire? π° SA inflation at 3%, but rates still stuck at 10.75%. π Is the MPC behind the curve? Simon says: Yes. π Calls for a rate cut of at least 0.5% to 1%.
SA CPI and Prime | 29 July 2025
π₯ Why Hasn't the SARB Bought Gold in 20 Years? π From 2005 to 2025: only Β±48,000 ounces added. π Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. π€ Why the gold aversion? Simon wants answers.
π Structured Product Spotlight πΌ New Standard Bank product: βοΈ 100% capital guarantee βοΈ 1.8x upside gearing βοΈ MSCI World Index exposure π 3.5 year duration, paid out in ETFs πΈ Min R25k. Closes in Sept.
π Chinese Cars Disrupting the Market π¨π³ Omoda CX5 & CS9 β slick, affordable, feature-packed π‘ Screens bigger than laptops, prices lower than rivals β οΈ Toyota, Ford, VW: Time to worry?
π Big Pharma Blunder π€¦ββοΈ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee π Generics incoming. Massive oops.
π Alphabet Results πΉ Stock up 15% since Simon's last mention π° $95bn cash, low debt βοΈ Facing antitrust heat β rulings incoming π Possible price dip = buying opportunity?
π’ Next week: Who owns what in Parliament? Crypto, shares, surprises awaitβ¦
π§ Hosted by Simon Brown π³ Powered by Standard Bank & Shyft β the global money app for smart travellers & investors
577 episodes
Manage episode 497210304 series 17433
πΊ Tariffs Incoming πΏπ¦ SA faces 30% US tariffs starting Friday. π Auto industry, π citrus, π logistics & π§ͺ fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat β but no fatal blows expected.
π MPC Policy Misfire? π° SA inflation at 3%, but rates still stuck at 10.75%. π Is the MPC behind the curve? Simon says: Yes. π Calls for a rate cut of at least 0.5% to 1%.
SA CPI and Prime | 29 July 2025
π₯ Why Hasn't the SARB Bought Gold in 20 Years? π From 2005 to 2025: only Β±48,000 ounces added. π Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. π€ Why the gold aversion? Simon wants answers.
π Structured Product Spotlight πΌ New Standard Bank product: βοΈ 100% capital guarantee βοΈ 1.8x upside gearing βοΈ MSCI World Index exposure π 3.5 year duration, paid out in ETFs πΈ Min R25k. Closes in Sept.
π Chinese Cars Disrupting the Market π¨π³ Omoda CX5 & CS9 β slick, affordable, feature-packed π‘ Screens bigger than laptops, prices lower than rivals β οΈ Toyota, Ford, VW: Time to worry?
π Big Pharma Blunder π€¦ββοΈ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee π Generics incoming. Massive oops.
π Alphabet Results πΉ Stock up 15% since Simon's last mention π° $95bn cash, low debt βοΈ Facing antitrust heat β rulings incoming π Possible price dip = buying opportunity?
π’ Next week: Who owns what in Parliament? Crypto, shares, surprises awaitβ¦
π§ Hosted by Simon Brown π³ Powered by Standard Bank & Shyft β the global money app for smart travellers & investors
577 episodes
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