
PBOSS
4.2K posts

PBOSS
@_Pboss
I trade. I write. I document what I learn. Wins, losses, discipline, growth.

















Nigeria's headline inflation rose to 15.38 percent in March 2026, up from 15.06 percent in February. Food inflation jumped to 14.31 percent from 12.12 percent. The primary driver was the global energy shock from the Iran war, not a domestic policy failure. The disinflation trend that brought inflation down from 34 percent in late 2024 is still intact. But external energy costs are testing it. For investors the signal is: inflation is rising for external reasons, which means the CBN is unlikely to raise rates aggressively in response, which keeps the equity bull case intact for now.







I’ve said this before. Forget the USD. Look at our neighbors. 3/4 years ago, the Naira was almost double the CFA, now it has crashed to less than half of the value of the CFA. Meaning if you go to Cotonou today, you need three times as much Naira than in 2021. That’s messed up






