S&P 500 Bounce?
- After a rough start, Monday’s trading saw a small recovery. But with Trump’s “Liberation Day” tariff announcements looming, markets could be in for more volatility.
Budget Vote Approaches:
- The ANC lacks votes to pass the postponed budget, with opposition parties like MK and EFF holding out. Political and economic uncertainty remains high.
Commodities on a Quiet Rally:
- Gold (+19.5%), Copper (+26.5%), and Rhodium (+24.5%) lead the way, while oil and aluminium lag. The CRB Index is up 5.4% year-to-date.
Atlanta Fed GDP Now Update:
- Q1 GDP estimate revised to -0.5% from -2.8%. Adjustments for gold trade data make the outlook slightly less dire.
Amazon at a Discount?
- Stock down 20% from its highs, with a historically low P/E ratio of 34. Analysts see upside potential.
Amazon | Weekly Chat | 31 March 2025
Johnson & Johnson’s Dividend Appeal:
- Trading near $165, with a potential drop to $150 making its 3% yield even more attractive.
Johnson & Johnson | Weekly Chat | 31 March 2025
New ETNs on the JSE:
- Nvidia, Palantir, Novo Nordisk, and more available via FNB, offering exposure to top global stocks with local accessibility.
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00:00 Market Overview and Economic Indicators
03:09 US Tariff Implications and Market Reactions
05:45 Commodities Performance and Economic Impact
09:03 Stock Analysis: Amazon’s Market Position
12:00 Stock Analysis: Johnson & Johnson’s Stability
14:38 Investment Strategies and Innovations
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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.
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.
