🎙 This Week in Markets:
US inflation ticks higher 📈, putting pressure on rate cuts. Powell’s in no rush. Local rates also due end-July.
🏘 China Housing Trouble:
3 years of negative home price growth in China 🇨🇳. Citizens frustrated as property values slide. Evergrande and other ghosts still haunt.
Chinese Home prices Year-on-Year | June 2025
🚀 Elon Watch:
Musk injects $2B into XAI 🤖. Deck chairs shuffled? Investors seem to approve.
🔩 PGMs Shine:
Platinum and palladium break higher ⚪, supported by tightening supply. Miners like Sibanye*, Implats, and Northam bask in the glow.
💻 Nvidia Milestone:
First $4 trillion company 🤯. AI + autonomous driving = future. Trump eases chip restrictions.
📦 Copper Tariffs:
Trump proposes 50% import tariffs on copper 🔧. Could spark domestic production—or not.
📉 Gold & Oil:
Gold drifts within range 🪙. Oil facing resistance again 🛢, needs a breakout above $77 to excite bulls.
₿ Bitcoin Treasury Companies:
Why buy MicroStrategy at a premium when you can just buy Bitcoin? 🤷♂️ Financial engineering vs. logic.
📊 Strategy (ex-MicroStrategy) holds 600,000+ BTC.
🇿🇦 Altvest has one BTC—also in the mix.
🏛 Crypto Legislation:
US considers classifying crypto as a commodity 🪙, stablecoins gaining traction. It’s Bitcoin Week at the White House. 🇺🇸
💸 ZAR & Tariffs:
Rand weakened after US slaps 30% tariffs on SA imports ⚠️. Trump’s unpredictability rattles markets.
🧠 Coming Soon on Power Hour:
📅 August: Moxima Gama on advanced charting
📅 September: Keillen Ndlovu on REITs (local & offshore)
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📢 Back next week with more market insights.
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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.
