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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
๐บ Tariffs Incoming ๐ฟ๐ฆ SA faces 30% US tariffs starting Friday. ๐ Auto industry, ๐ citrus, ๐ logistics & ๐งช fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat โ but no fatal blows expected.
๐ MPC Policy Misfire? ๐ฐ SA inflation at 3%, but rates still stuck at 10.75%. ๐ Is the MPC behind the curve? Simon says: Yes. ๐ Calls for a rate cut of at least 0.5% to 1%.
SA CPI and Prime | 29 July 2025
๐ฅ Why Hasnโt the SARB Bought Gold in 20 Years? ๐ From 2005 to 2025: only ยฑ48,000 ounces added. ๐ Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. ๐ค Why the gold aversion? Simon wants answers.
๐ Structured Product Spotlight ๐ผ New Standard Bank product: โ๏ธ 100% capital guarantee โ๏ธ 1.8x upside gearing โ๏ธ MSCI World Index exposure ๐ 3.5 year duration, paid out in ETFs ๐ธ Min R25k. Closes in Sept.
๐ Chinese Cars Disrupting the Market ๐จ๐ณ Omoda CX5 & CS9 โ slick, affordable, feature-packed ๐ก Screens bigger than laptops, prices lower than rivals โ ๏ธ Toyota, Ford, VW: Time to worry?
๐ Big Pharma Blunder ๐คฆโโ๏ธ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee ๐ Generics incoming. Massive oops.
๐ Alphabet Results ๐น Stock up 15% since Simonโs last mention ๐ฐ $95bn cash, low debt โ๏ธ Facing antitrust heat โ rulings incoming ๐ Possible price dip = buying opportunity?
๐ข Next week: Who owns what in Parliament? Crypto, shares, surprises awaitโฆ
๐ง Hosted by Simon Brown ๐ณ Powered by Standard Bank & Shyft โ the global money app for smart travellers & investors
571 episodes
Manage episode 497210304 series 17433
๐บ Tariffs Incoming ๐ฟ๐ฆ SA faces 30% US tariffs starting Friday. ๐ Auto industry, ๐ citrus, ๐ logistics & ๐งช fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat โ but no fatal blows expected.
๐ MPC Policy Misfire? ๐ฐ SA inflation at 3%, but rates still stuck at 10.75%. ๐ Is the MPC behind the curve? Simon says: Yes. ๐ Calls for a rate cut of at least 0.5% to 1%.
SA CPI and Prime | 29 July 2025
๐ฅ Why Hasnโt the SARB Bought Gold in 20 Years? ๐ From 2005 to 2025: only ยฑ48,000 ounces added. ๐ Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. ๐ค Why the gold aversion? Simon wants answers.
๐ Structured Product Spotlight ๐ผ New Standard Bank product: โ๏ธ 100% capital guarantee โ๏ธ 1.8x upside gearing โ๏ธ MSCI World Index exposure ๐ 3.5 year duration, paid out in ETFs ๐ธ Min R25k. Closes in Sept.
๐ Chinese Cars Disrupting the Market ๐จ๐ณ Omoda CX5 & CS9 โ slick, affordable, feature-packed ๐ก Screens bigger than laptops, prices lower than rivals โ ๏ธ Toyota, Ford, VW: Time to worry?
๐ Big Pharma Blunder ๐คฆโโ๏ธ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee ๐ Generics incoming. Massive oops.
๐ Alphabet Results ๐น Stock up 15% since Simonโs last mention ๐ฐ $95bn cash, low debt โ๏ธ Facing antitrust heat โ rulings incoming ๐ Possible price dip = buying opportunity?
๐ข Next week: Who owns what in Parliament? Crypto, shares, surprises awaitโฆ
๐ง Hosted by Simon Brown ๐ณ Powered by Standard Bank & Shyft โ the global money app for smart travellers & investors
571 episodes
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