Simon’s on holiday in sunny Durban 🌞 but couldn’t resist diving into what might be Trump’s grand economic plan. On the surface, it’s tariffs, spending cuts and tax breaks—but is there real strategy underneath the chaos?
🔹 Trump’s Big Idea: Use tariffs to raise revenue and onshore manufacturing 🏭
🔹 Debt Drama: US debt now > $30 trillion 😬
🔹 Tariffs Everywhere: South Africa slapped with 30%—and so is everyone else 🌍
🔹 Reshoring & Inflation: Could higher costs push inflation up again? 💸🔥
🔹 No Deals Signed: 90 deals in 90 days? 0 delivered 🤷♂️
🔹 Foreign Policy Fallout: NATO, Mexico, Canada—strained relationships 🌐💥
🔹 Cut Spending: USAID, EV subsidies, and soft power eroded 🚫🌱
🔹 Regulation Rollback: Less red tape, but also less consumer/environmental protection 🧾♻️
🔹 Crypto & Energy: Deregulate crypto, cozy up to OPEC for cheap oil ⛽🪙
🔹 Mar-a-Lago Accord?: A currency + Treasury buying pact that needs allies—who aren’t coming 🤝❌
🔹 Immigration & Performance Politics: Headlines vs. actual impact 🛂📺
💬 There’s a thread of logic, but execution has been clumsy at best. Allies alienated, deals undelivered. The endgame? Likely messy and inflationary.
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JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
Wednesdays are all about hard-core investing and trading with Simon Brown’s famous JSE Direct podcast. JSE Direct started life on ClassicFM in July 2008 and became a podcast in 2011. Every week Simon shares his views on the state of global economies, individual shares and events moving markets.
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JSE – The JSE is a registered trademark of the JSE Limited.
JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
