Markets ended the week in the black, but it was mostly about the macro-economics last week – get insight about this straight from Anthea here. SAA’s CEO, on top of all other CEOs recently, has stepped down. She also looks at company news before giving her take on US non-farm payrolls.

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While Anthea is away, Henry Biddlecombe takes her seat to give an update on finance and the markets. He breaks down what operating leverage – this incredibly boring-sounding accounting term – has to do with your portfolio. Then, he also weighs out whether the Beyond Meat IPO is something to get excited about. Lastly, he gives his take on the tech you can invest in without burning your fingers.

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CPI Inflation (4.4%) was below mid-point of the SARB’s target range, and yet they still left rates unchanged! Want to find out what that is all about? Anthea discusses it, along with giving her take on companies reporting and massive corporate CEO shake ups. There’ve been big movers and other noteworthy results. To wrap things up, she discusses the resignation of UK Prime Minister Theresa May.

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The SA unemployment rate came out last week and had market commentators up in arms – not great, but what did we expect? Anthea examines these numbers, as well as discussing China retaliating after President Trump raised import tariffs, by raising imports on some American goods. She also talks about Netcare, Vodacom, Dis-chem, Transaction Capital and Spar… since reporting season has started again in SA. She wraps up with news of two new listings of interest: MTN Nigeria and Uber.

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After a rather disappointing election week, the stock market came under huge pressure. Anthea gives her take on that, as well as President Trump raising tariffs. She also touches on mining and manufacturing data, MTN’s quarterly update and both Mondi and Sappi reports. And lastly, … drum roll please… the Uber IPO. Poor Travis Kalanick wasn’t even invited to ring the bell (as is tradition for founders and CEOs of newly listed companies to do) – couldn’t have happened to a nicer guy!

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Last week, Shoprite Holdings announced that CEO Pieter Engelbrecht had taken a leveraged bet on the company’s share price – Anthea explains to the team exactly what that means for Pick n Pay consumer spending and retail sales. We also discuss America’s GDP figures and the what the addition of 263,000 jobs means for the U.S . Anthea concludes with Facebook earnings, Microsoft quarterly results and the consistent Amazon story.

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Joining via Skype from Cape Town, Anthea gives a breakdown of some of the people who have been in the financial news recently. First up, she discusses Maria Ramos heading up the Eskom unbundling project, then how Elon Musk is at it again causing trouble on his phone. She ends off with her take on Jack Ma’s views for people to work 12 hours a day, 6 days a week (the 996 schedule).

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IMF has downgraded global growth, while South African business confidence slumped to the lowest level in seven months in March, but the stock market pushed higher. Anthea touches on this, as well as an update on Naspers. In company news, she discusses Pick n Pay, Sibanye Stillwater, MultiChoice, EOH and Uber. On the subject of IPOs, she looks at Levi Strauss, which completed an initial public offering last month, and rose 7% after its first quarterly report as a public company impressed investors.

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Anthea reflects on a conference call she had with Moody’s, and shares insight into why they left SA’s credit rating unchanged. She also talks about new vehicle sales, the firming of the Rand, and Aspen jumping for two consecutive days. She concludes with her take on Nampak being higher after news of selling its cardboard business and US non-farm payrolls coming in at 196,000 (16k more than expected).

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It seems like the chaos around Brexit is neverending… to try to make sense of it all, Anthea gives her take on the latest news surrounding it. She also updates the team on the Monetary Policy Committee unanimously deciding to leave rates unchanged after Producer Price Inflation showed a modest 4.7% rise for the month of February. Hear about Moody’s not giving SA a credit rating and why Turkey’s borrowing rate blew out to 1000%. In company news, she touches on Capitec Bank taking a hit of at least $25 million from cutting transaction fees in 2019, Steinhoff beginning to sell off assets and lastly, Naspers announcing it’s preparing for a listing in Amsterdam.

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