Want to create an interactive transcript for this episode?
Podcast: WorldWide Markets with Simon Brown
Episode: Peloton Free Cash Flow | New Inflation Target for SA?
Description: SARB inflation target 🎯 Inflation remains well below target at 2.8%, raising expectations of a rate cut at Thursday's MPC meeting. New long-term target could shift to 3%. ⏳ Rate cut coming? Market's betting on 25bps; Simon wants 50bps. 💡 Lower target = anchored expectations = tamer wage negotiations. Peloton (PTON) 🚴♂️ The pandemic darling may be turning a corner with solid free cash flow returning. 💵 Q3 FY25: $94.6m FCF (vs $10.7m in Q1) 📉 Stock at $7.50 (down from $170). Risky turnaround, but improving numbers. 📊 Subscriptions reviving; de-risked but needs deeper digging. Gold Power Hour coming 19 June 🪙 Event: "Know when to hold it, know when to fold it." 📆 19 June with Standard...