REXSOLOM INVEST

This week, Dawn and Jonathan discuss the buoyant markets, including the surprise bump from Oracle. Is 3% the new normal for inflation in the West, and with the 25 bps drop in interest rates backed in, might we see 50bps? 

How can the major nations solve their debt problems? They can't exactly go to the IMF for a bailout. The South African government, despite the GNU, continues to push potentially ruinous policies - could an opposition landslide in the municipals push out the ANC  before the next elections? Are you an AI solver? If so, your job might be safe(r). 

This week, we have a discussion around individuals and academic institutions, either fighting or embracing AI. The US has threatened to cut RSA off from SWIFT - what does this mean? Many more topics in our weekly newsletter available at https://rexsolom.co.za/posts/ and get onto our free database. 

This week, we have a look at Jackson Hole and the Fed independence, India and China are cozying up to each other - what does this mean for global trade? The world is wading into applying AI to everything they can find, and trying to get returns for those huge investments. Jonathan Brummer is standing in for Cobie in this episode.   

Dawn Ridler and Cobie Le Grange bring you a round up and input on various happenings in the market in the last week. The US economy is pivoting from being monetary dominated to fiscal dominance, thanks to DJT, even if it means cooking the stats to do it. Markets are partying like it's 1999. Is it really sustainable? 

This week, we focus on debt and bonds, and the implications of those chickens coming home to roost. Will Trump gain control of the Fed, and what are the consequences if he does? We also have a longer look at some of the tariffs and negotiating styles of different companies. Our newsletter (on which the podcast is based) is published on our website https://rexsolom.co.za/posts/ on Mondays

This week, we look at the tariff impact (yet again) and do a bit of a case study on Bananas and Aluminium markets in the US and the possible impact of tariffs. We also look at which jobs AI might impact, and which not. This is based on our popular weekly newsletter, you can get on the database at www.rexsolom.co.za

Powell is trading on thin ice with Trump, and the latest gotcha moment imploded on live TV. Still, there seems to be the question whether central bank independence should still be 'a thing'. Tariffs don't seem to be impacting inflation, yet, but is that still coming down the pipe? Are importers going to stop eating those tariffs and start passing them onto the consumer? This podcast is based on our weekly (free) newsletter, also available on www.rexsolom.co.za. 

This week, we talk about the breadth of the S&P. Coffee prices are on the rise because of drought conditions, and now Trump wants to impose a 30% tariff. WE look at recent developments in the field of AI, and ways ordinary people can start leveraging this new technology.

This week we look at the light-speed changes that are happening in AI, and how large companies like Meta and Apple are starting to find their niches. It wouldn't be another week in 2025 without more on Trump's tariffs. Is it still TACO Don, or are these going to stick?