What’s the link between luxury spending, crypto fx and leverage risk?
Is there a correlation between luxury spending in the U.S. and crypto forex trading? A comparison between the Bitcoin and US dollar (XBT/USD) currency pair and the stock price of luxury giant LVMH Moët Hennessy Louis Vuitton SE (MCP-TRQX) shows a potential correlation between luxury spending and cryptocurrency trading.
The true cost of tariffs
President Donald Trump didn’t waste any time after taking office for his second term, quickly rolling out his ‘America-first’ tariff plan.
Trump said his administration would slap a 25% tax on goods from Canada and Mexico, the biggest buyers of US products, and a 10% tax on imports from China.
Investors should remember that market moves won’t be straightforward from here on out, and things have gotten more uncertain and volatile. As such, defensive stocks and sectors, especially those that offer protection against a weakening rand, are probably a good place to shelter for now.
Trading update : 7 February 2025
From emerging market jitters to cocoa crises, markets are taking investors for a wild ride, especially as Trump’s trade tactics keep everyone guessing. Positive economic indicators (new car sales and stronger growth forecasts) bode well for SA Inc. and Boxer keeps punching above its weight, but warning lights are starting to flash on inflation.
Trading update : 31 January 2025
Trump’s tariff talk is toying with global currencies, with the rand surprisingly resilient (for now). Inflation’s back on the menu, this time with a side of geo-economic risks while the US economy just keeps on trucking. AI spending trends and eased US tobacco regulations are the headlines for those looking for strong investment themes.
What’s a Black Swan event and are there any predicted for 2025?
In the context of financial markets, a Black Swan event is a highly improbable and unpredictable occurrence that has an extremely negative impact, which usually has dire consequences for global and local economies and society at large.
