Posts Tagged: Fed
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
Don’t get ahead of yourself
After an exuberant equity performance in January and a slowdown in hikes by the Fed, are things really getting better, or should we be careful? Chris Gilmour weighs in.
No relaxing into the holidays
You might be on the beach. Your boss might be on the beach. But here’s the thing: the rand isn’t on the beach yet. This is still a busy week of data, as TreasuryONE explores.
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.
Will rate hikes work for inflation?
There are senior voices in the Fed who aren’t convinced that US inflation is being caused by the usual suspects. If that’s the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.
Countdown to central banks
With 12 central banks due to make decisions this week, get ready for a potentially volatile few days. Of course, the Fed is the key.
Non-farm payrolls in focus again
With a recent change in the Fed’s narrative and a focus on US data that has been largely negative, all eyes will be on non-farm payrolls this week.
Rand rallies on stronger Euro but Fed could change that
TreasuryONE summarises the global context to the Fed’s decision to hike rates by 75 basis points.
The Fed shows its hand
Despite the public holidays, there’s been plenty going on. After a Fed hike and ECB emergency meeting, all eyes are on Powell’s Congress testimony on Wednesday.
Swimming in a sea of red
The short-term picture for the rand is concerning to say the least. The Fed press conference is critical.
Traders lowering expectations for more aggressive rate hikes by Fed as US economic growth starts to slow
Ironically, a slowing US economy has tempered expectations of aggressive rate hikes, which is bullish for equities and bearish for the dollar.
