US CPI hasn't come down in 9 months! (#578)
JSEDirect with Simon Brown
English - March 14, 2024 06:47 - 17 minutes - 16.3 MB - ★★★★★ - 13 ratingsInvesting Business News Business News invest investing trading jse south africa stock market online standard Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Shoprite could buy Pick n Pay, but should you buy Shoprite? (#577)
Next Episode: Abenomics worked, Fed not so much (#579)
Retire well, we're chatting with retirees about what they've learnt and any tricks they can pass on.
US Inflation Trends: US inflation has remained stagnant at 3.2% since June of the previous year, defying expectations. Despite initial projections, inflation has not reached the anticipated 4% mark, staying just above 3%. Discussion on potential implications for the economy and monetary policy, including the possibility of a mid-year rate cut. Local Property Market Concerns: Review of recent challenges facing Pick n Pay and its impact on property stocks and landlords. Analysis of Hyprop's trading update and its implications for the broader property sector. Discussion on potential strategies for landlords facing challenges from tenant closures and renegotiations. Quantum Food and Market Speculation: Examination of recent market speculation surrounding Quantum Foods and its stakeholders. Evaluation of market reactions to news events and projections for future stock performance.Get 10% off your first KoyFin order
Financial Sector Insights: Analysis of ABSA's poor financial results and the broader challenges facing the banking sector. Comparison of valuation metrics and performance across various banking stocks. Preview of upcoming industry event focusing on financial education and market insights.