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CBK MPC Meet!!!
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mwekez@ji
#201 Posted : Monday, August 13, 2012 11:57:14 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
hisah wrote:
Cde Monomotapa wrote:
^20% m-o-m growth! SMH, yawa...

Gosh! That money supply expansion can only be rivalled by an amoeba mutation process! It is a wonder KES didn't turn into loo paper!


Liar Liar Liar ... 20% m-o-m growth Shame on you Shame on you Shame on you

Chech table TABLE 5 (a): MONEY SUPPLY

http://knbs.or.ke/sectoral/energy/lei072010.pdf

http://www.knbs.or.ke/news/lei072011.pdf

http://www.knbs.or.ke/news/lei062012.pdf
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mwekez@ji
#202 Posted : Monday, August 13, 2012 12:03:13 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
MPC Meeting scheduled for 5th Sept. A good rate cut is in order. 400 bps won’t surprise
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Sufficiently Philanga....thropic
#203 Posted : Monday, August 13, 2012 12:06:34 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
mwekez@ji wrote:
MPC Meeting scheduled for 5th Sept. A good rate cut is in order. 400 bps won’t surprise

And the stocks will respond upwards!
@SufficientlyP
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hisah
#204 Posted : Thursday, August 16, 2012 11:58:21 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
This crude oil thing is not looking cool... The rebound since July is in coils, which means it may surpass the 2012 highs in coming weeks. FAO food index is also flashing red on food prices...
Will MPC maintain CBR at 16.5%? Likely. Credit squeeze to continue Sad
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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guru267
#205 Posted : Thursday, August 16, 2012 2:10:11 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
hisah wrote:
Will MPC maintain CBR at 16.5%? Likely. Credit squeeze to continue Sad


Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar
Mark 12:29
Deuteronomy 4:16
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hisah
#206 Posted : Thursday, August 16, 2012 3:25:57 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
guru267 wrote:
hisah wrote:
Will MPC maintain CBR at 16.5%? Likely. Credit squeeze to continue Sad


Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar Shame on you Liar

Dont forget ERC's caveat after announcing fuel prices the other day. The fuel price cut party is almost done! Oil inflation is a headache to any oil importing nation.

Watch out for crude oil prices...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Cde Monomotapa
#207 Posted : Thursday, August 16, 2012 8:30:20 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
With the proposed VAT hikes averted, food, external forex funding & hydro. That's enough room for a deep cut.
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hisah
#208 Posted : Friday, August 17, 2012 6:03:52 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Cde Monomotapa wrote:
With the proposed VAT hikes averted, food, external forex funding & hydro. That's enough room for a deep cut.

A 300 - 400bps cbr cut would be welcome. Will they do it? Tbill yields need to be sunk to force deeper cuts.

Btw anyone noticed equity market volume is drying up like in Aug 2010...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Cde Monomotapa
#209 Posted : Friday, August 17, 2012 7:13:06 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
hisah wrote:
Cde Monomotapa wrote:
With the proposed VAT hikes averted, food, external forex funding & hydro. That's enough room for a deep cut.

A 300 - 400bps cbr cut would be welcome. Will they do it? Tbill yields need to be sunk to force deeper cuts.

Btw anyone noticed equity market volume is drying up like in Aug 2010...

I thought we'd lose the KES like the UGX after last MPC but CBK has been on top of things via OMO & I figure last year's policy reforms are feeding through now. Kudos. Let's see what happens. I've noted the dry up too. It's like the large buy-side investors packed in & are now fully loaded. Personally, I'm looking for policy direction/stance from the MPC to know whether we can kick the index over 4,200 ASAP.
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  | | Edit by user: Friday, August 17, 2012 7:16 AM | Reason: Not specified
Cde Monomotapa
#210 Posted : Friday, August 17, 2012 7:45:54 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
August 2010? I recall well smile smile Scan bankrolled a lot of the KCB I have now. Let's play smile
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