REXSOLOM INVEST

US and RSA interest rates are on hold, but at the Fed Trump's floating kevin Warsh as his pick, only for his name to get entangled in the Epstein files. Friday was a volatile day on the markets - was it just the month-end clean-up?

This year Davos started to show the US/Everyone else cracks very strongly.  Europe and Canada are pushing back against Trump - a move that is long overdue. From an investment perspective, the theme is Diversify - downscale US stocks and bonds and prepare for a rocky ride. 

This week Dawn and Cobie chat at length about the changing worldorder, and how this might affect global investments. China is quietly playing the long game and building the bridges that the US destroys. It's going to be an interesting 2026!

Last year was a turning point in so many respects, and a confirmation of the trends that have been building for a decade. Dawn and Cobie look back on 2025, and see what investment lessons will take us through to a prosperous 2026. 

Inflation has been the major driver of the central bank's decisions in 2025 - will it still drive policy next year?  The NHI continues to hog headlines - can that cause damage even if it is a dead duck? Markets in 2025 would have been mediocre and dull without AI - what is the next step? This podcast is based on Rexsolom's free newsletter. Sign up on www.rexsolom.co.za  

This week Jonathan Brummer joins Dawn to look at global economic news over the last week. Fiscal drag is the new stealth tax in the UK. Are interest rate cuts nearing the end? The Chinese Silk Road is steadily spreading its tentacles across the world. 

This week Dawn and Cobie talk about AI stocks, valuations, gold and the changing world order as the US focuses inward. 

The RSA Medium Term Budget was out last week, along with optimistic new inflation guidelines.  Emerging markets are on a roll, and RSA forex is the best it's been for a while. Beware of the share concentration in the US and Chinese markets, though, especially with market cap trackers. 

We start to look ahead to 2027 - especially when it comes to markets - how about a 'average' year for a change? The UK might just be willing to impose austerity medicine on the economy, unlike the USA. The shutdown - who is going to blink first? 

This week, Cobie and dawn chat about Nvidia, AI and Trump's Middle East excursion. In addition to the interest rate cut, the Fed signalled some dialling back of quantitative tightening to a more neutral position. There is much more detail in our newsletter, get on the database at www.rexsolom.co.za