Saturday, June 21, 2025

Was Powell right about inflation?

Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.

Gradually, and then suddenly?

The September retail sales data is still telling a fairly positive story around the South African consumer. This is a lagging indicator and perhaps that is the key point, as Chris Gilmour explores.

Yes, you can build a more valuable business

In a recent two-part webinar series, the founders of bizval (including your favourite ghost) shared deep insights into how to build a more valuable business. Founders, this is for you.

MPC to hike by 75 basis points?

Ahead of the MPC meeting later today and an expected rate hike, Andre Botha of TreasuryONE sets the scene.

Is the world hitting the brakes?

Andre Botha of TreasuryONE and George Glynos of ETM Analytics present their case for why 2023 has a high chance of being a recessionary year.

The UK: land of austerity

In his latest piece, Chris Gilmour takes a deeper look at the medium-term prospects for the UK. Spoiler alert: they aren't great.

What is Du Pont of it all?

Get the textbook and calculator out: it's time to learn about the Du Pont formula and how to use Return on Equity to assess Price/Earnings multiples. Chris Gilmour walks you through this process.

Ghost Wrap #1 (Purple | Northam | Sappi | Novus | AVI | Transaction Capital | MUR | EOH | Foschini | MultiChoice)

Ghost Wrap is fast, fun and informative. Welcome to your weekly wrap of the most important and interesting stories on the JSE.
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