🎙 This Week in Markets:
US inflation ticks higher 📈, putting pressure on rate cuts. Powell's in no rush. Local rates also due end-July.

🏘 China Housing Trouble:
3 years of negative home price growth in China 🇨🇳. Citizens frustrated as property values slide. Evergrande and other ghosts still haunt.

Chinese Home prices Year-on-Year | June 2025

🚀 Elon Watch:
Musk injects $2B into XAI 🤖. Deck chairs shuffled? Investors seem to approve.

🔩 PGMs Shine:
Platinum and palladium break higher ⚪, supported by tightening supply. Miners like Sibanye*, Implats, and Northam bask in the glow.

💻 Nvidia Milestone:
First $4 trillion company 🤯. AI + autonomous driving = future. Trump eases chip restrictions.

📦 Copper Tariffs:
Trump proposes 50% import tariffs on copper 🔧. Could spark domestic production—or not.

📉 Gold & Oil:
Gold drifts within range 🪙. Oil facing resistance again 🛢, needs a breakout above $77 to excite bulls.

₿ Bitcoin Treasury Companies:
Why buy MicroStrategy at a premium when you can just buy Bitcoin? 🤷‍♂️ Financial engineering vs. logic.
📊 Strategy (ex-MicroStrategy) holds 600,000+ BTC.
🇿🇦 Altvest has one BTC—also in the mix.

🏛 Crypto Legislation:
US considers classifying crypto as a commodity 🪙, stablecoins gaining traction. It’s Bitcoin Week at the White House. 🇺🇸

💸 ZAR & Tariffs:
Rand weakened after US slaps 30% tariffs on SA imports ⚠️. Trump’s unpredictability rattles markets.

🧠 Coming Soon on Power Hour:
📅 August: Moxima Gama on advanced charting
📅 November: Keillen Ndlovu on REITs (local & offshore)

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📢 Back next week with more market insights.

Simon Brown

* I hold ungeared positions.

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