Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

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

21:51
 
Share
 

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.

πŸ”Ί Tariffs Incoming πŸ‡ΏπŸ‡¦ SA faces 30% US tariffs starting Friday. πŸš— Auto industry, 🍊 citrus, 🚚 logistics & πŸ§ͺ fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat β€” but no fatal blows expected.

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

SA CPI and Prime | 29 July 2025

πŸ₯‡ Why Hasn't the SARB Bought Gold in 20 Years? πŸ“Š From 2005 to 2025: only Β±48,000 ounces added. πŸ“‰ Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. πŸ€” Why the gold aversion? Simon wants answers.

πŸ“ˆ Structured Product Spotlight πŸ’Ό New Standard Bank product: βœ”οΈ 100% capital guarantee βœ”οΈ 1.8x upside gearing βœ”οΈ MSCI World Index exposure πŸ“† 3.5 year duration, paid out in ETFs πŸ’Έ Min R25k. Closes in Sept.

🚘 Chinese Cars Disrupting the Market πŸ‡¨πŸ‡³ Omoda CX5 & CS9 – slick, affordable, feature-packed πŸ’‘ Screens bigger than laptops, prices lower than rivals ⚠️ Toyota, Ford, VW: Time to worry?

πŸ’Š Big Pharma Blunder πŸ€¦β€β™‚οΈ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee πŸ“‰ Generics incoming. Massive oops.

πŸ” Alphabet Results πŸ’Ή Stock up 15% since Simon's last mention πŸ’° $95bn cash, low debt βš–οΈ Facing antitrust heat – rulings incoming πŸ“‰ Possible price dip = buying opportunity?

πŸ“’ Next week: Who owns what in Parliament? Crypto, shares, surprises await…

🧠 Hosted by Simon Brown πŸ’³ Powered by Standard Bank & Shyft – the global money app for smart travellers & investors

  continue reading

577 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.

πŸ”Ί Tariffs Incoming πŸ‡ΏπŸ‡¦ SA faces 30% US tariffs starting Friday. πŸš— Auto industry, 🍊 citrus, 🚚 logistics & πŸ§ͺ fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat β€” but no fatal blows expected.

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

SA CPI and Prime | 29 July 2025

πŸ₯‡ Why Hasn't the SARB Bought Gold in 20 Years? πŸ“Š From 2005 to 2025: only Β±48,000 ounces added. πŸ“‰ Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. πŸ€” Why the gold aversion? Simon wants answers.

πŸ“ˆ Structured Product Spotlight πŸ’Ό New Standard Bank product: βœ”οΈ 100% capital guarantee βœ”οΈ 1.8x upside gearing βœ”οΈ MSCI World Index exposure πŸ“† 3.5 year duration, paid out in ETFs πŸ’Έ Min R25k. Closes in Sept.

🚘 Chinese Cars Disrupting the Market πŸ‡¨πŸ‡³ Omoda CX5 & CS9 – slick, affordable, feature-packed πŸ’‘ Screens bigger than laptops, prices lower than rivals ⚠️ Toyota, Ford, VW: Time to worry?

πŸ’Š Big Pharma Blunder πŸ€¦β€β™‚οΈ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee πŸ“‰ Generics incoming. Massive oops.

πŸ” Alphabet Results πŸ’Ή Stock up 15% since Simon's last mention πŸ’° $95bn cash, low debt βš–οΈ Facing antitrust heat – rulings incoming πŸ“‰ Possible price dip = buying opportunity?

πŸ“’ Next week: Who owns what in Parliament? Crypto, shares, surprises await…

🧠 Hosted by Simon Brown πŸ’³ Powered by Standard Bank & Shyft – the global money app for smart travellers & investors

  continue reading

577 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play