The market facts before the model-book decision — the evidence The Ghost reads before it holds, rotates, or waits.
| Tape date | — |
| DSE data | latest · verified close |
| FX · rates · gold | latest BoT source, shown on each mark |
| Live market boards | Markets → |
This is The Ghost's latest tape — current, but timestamped. It covers the latest verified DSE close shown above; live same-day boards live on Markets, and previous daily reads in The Brief archive.
| Market | Level | Context |
|---|---|---|
| DSE All-Share | 4,082.43 | DSEI · latest verified close |
| USD / TZS | 2,634 | BoT mean |
| Gold · $/oz | $4,111 | BoT ref |
| BoT rate | 6.25% | CBR |
| Inflation | 4.2% | NBS headline |
| Signal | What The Ghost checks | Why it matters |
|---|---|---|
| Equities | DSEI, TSI, breadth, turnover | Whether a move is broad or one-name concentrated |
| Banks | NMB, CRDB, the bank tape | Banks are the liquid core of the DSE |
| Rates | BoT rate, T-bills, bond yields | Sets the hurdle rate for taking equity risk |
| FX | USD / TZS | Hard-currency return & imported-inflation pressure |
| Inflation | CPI, food & fuel pressure | Shapes rate expectations and real returns |
| Commodities | Gold, fuel, crops | Links the macro story to external & domestic prices |
The domestic market tends to read stronger than the headline All-Share suggests, with banks carrying the local equity story. FX is a steady but central lens for diaspora and hard-currency readers, while rates set the hurdle for taking equity risk. The Ghost reads a market where liquidity and bank earnings matter more than index headlines.
| Signal | Change | Ghost interpretation |
|---|---|---|
| Reading the prior session… | ||
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The full daily market read → The Brief
The tape does not force a move. It updates the model book's risk map: bank-led strength keeps the equity sleeve relevant, but rates and liquidity still decide whether The Ghost adds risk, trims exposure, or waits for a cleaner signal.
Latest model-book status: +4.13% since inception; largest model-book equity allocation: NMB Bank. Educational only — a hypothetical model book, not a recommendation.
The decision itself — rotate or hold — is made and explained in the Moves. See the latest move → · How the big banks compare (CRDB) →
This is The Ghost's latest tape. Each prior day's market read is a Brief edition — the dated archive that stands behind the tape.
The Brief is the daily market read. The Ghost is the weekly decision journal — the reasoning behind each move, in public. Follow along and get each chapter as it's written.