Market update

27 May 2025

What an interesting world we live in?!?

USA

We have Trump booting everything in his way and the USA political process putting a wiggle on that. He needs to finish with the executive orders before August this year. Thereafter he has little time to submit a growth plan for the USA to the Fed. If not, he may become a Lame President with dire consequences for him.

Local

The last exchange rate forecast I heard was that our inflation rate may drop to R16 to the Dollar. The ALSI reached a dizzy hight of 94000 points. Our export figures show an increase of 23% recently. Millions of dollars are poured into revamping our ports.

Our Balanced Fund 12-month investment returns went up to 14%. All portfolios did more that 10% while bank rates are dropping. This is standard when the share prices boom as we see now.

Our investments are doing very well. Stay put! 

27 May 2025

US Bond Market (US 10-Year Yield)


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