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Local Inflation at 2.8%, is the SARB Asleep? (#611)

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Manage episode 451210972 series 17433
内容由JustOneLap.com提供。所有播客内容(包括剧集、图形和播客描述)均由 JustOneLap.com 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

October Inflation

  • Local CPI at 2.8%, yet prime is 11.5% ahead of the MPC decision this afternoon.
  • The gap is far to wide, SARB needs to cut aggressively.

South Africa | Prime vs. CPI

Gold and Bitcoin
  • Gold has bounced, but is this for real?
  • Bitcoin heading for US$100k
Rand weakness
  • The US$ remains string and is hurting the Rand.

US$ Index

Astral results
  • Good results
  • Paid back R1.1billion short-term debt
  • But volatile, a trading stock.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

536集单集

Artwork
icon分享
 
Manage episode 451210972 series 17433
内容由JustOneLap.com提供。所有播客内容(包括剧集、图形和播客描述)均由 JustOneLap.com 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

October Inflation

  • Local CPI at 2.8%, yet prime is 11.5% ahead of the MPC decision this afternoon.
  • The gap is far to wide, SARB needs to cut aggressively.

South Africa | Prime vs. CPI

Gold and Bitcoin
  • Gold has bounced, but is this for real?
  • Bitcoin heading for US$100k
Rand weakness
  • The US$ remains string and is hurting the Rand.

US$ Index

Astral results
  • Good results
  • Paid back R1.1billion short-term debt
  • But volatile, a trading stock.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

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