JSEDirect with Simon Brown

US CPI hasn't come down in 9 months! (#578)


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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.

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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.

 

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JSEDirect with Simon BrownBy www.JustOneLap.com