BL

[BL @BL44041115]

@SAReserveBank Wrong move @KganyagoLesetja. Bond markets and the strong rand indicate policy is already restrictive enough.

[BL @BL44041115]

@SAReserveBank The bond market and the rand is sending a clear message. Policy is too restrictive. This is the opposite scenario to 2022-2025 when markets were looking for higher rates with the rand and bonds falling out of bed. @KganyagoLesetja

[BL @BL44041115]

@HerenyaCapital Agreed. The mighty rand has probably seen its best days in 2026.

[BL @BL44041115]

@s_m_marandi Get oil to $150 first, then Iran will have real leverage

[BL @BL44041115]

@s_m_marandi Oil at $80 = zero pressure on Trump.

[BL @BL44041115]

@SAReserveBank @KganyagoLesetja The bond market and the rand is sending a clear message. Policy is too restrictive. This is the opposite scenario to 2022-2025 when markets were looking for higher rates with the rand and bonds falling out of bed. You guys don't learn!

[BL @BL44041115]

@staunovo It has been out of reach for many years, before the war even started.

[BL @BL44041115]

@JoshYoung Taco incoming

[BL @BL44041115]

@SAReserveBank @KganyagoLesetja Bond yields and the rand are clearly indicating policy is too restrictive right now. You guys weren't hawkish enough from 2022-2025 (when the rand fell out of bed and bond yields shot up). Now you are too restrictive. Again just look at the rand and yields.

[BL @BL44041115]

@JoshYoung Trump more concerned about the stock market and price of oil than getting the job done.

[BL @BL44041115]

@mattkiu Also congrats on the ytd performance!

[BL @BL44041115]

@mattkiu Are you trading sasol short term or planning on holding on a bit here?

[BL @BL44041115]

@s_m_marandi Oil at $80 = zero pressure on Trump.

[BL @BL44041115]

@s_m_marandi With oil at $80, there is no pain.

[BL @BL44041115]

@SAReserveBank With unemployment rising, and the rand and bond markets so strong, policy is likely too restrictive at the moment. @KganyagoLesetja

[BL @BL44041115]

@SAReserveBank With bonds where they are, the strong rand and a doveish Fed, you will soon be able to cut rates to support growth and jobs @KganyagoLesetja

[BL @BL44041115]

@s_m_marandi Zero pressure on Trump with oil under $80 and markets at all time highs.

[BL @BL44041115]

@s_m_marandi With oil under $80 and markets at all time highs, there is zero pressure on Trump.

[BL @BL44041115]

@colbyLsmith Please ask Warsh one simple question: When should the Fed hike if not after 62 consecutive months above the inflation target?