Oil bad news for global economy | Tariff D-Day is 3 weeks away

Simon BrownLatest, WorldWide Markets

⚡ Middle East tensions send Brent crude soaring past $75 – but is $100 oil on the horizon? Simon Brown breaks down the Strait of Hormuz risk that has traders on high alert.
⏰ TARIFF D-DAY: Just 3 weeks until Trump’s July 9 deadline hits. With only UK and China deals locked in, global markets brace for potential chaos. What happens next?
🏦 Structured Products Alert – Standard Bank’s new China & Gold Miners products (limited time!)
✈️ Boeing Reality Check – Why this aerospace giant might be “uninvestable”
🚗 Automotive Shift – The rise of Chinese & Indian cars in SA
📊 FOMC Preview – Why rate cuts are off the table

Peloton Free Cash Flow | New Inflation Target for SA?

Simon BrownLatest, WorldWide Markets

Simon digs into a packed week on the JSE and beyond. Will the SARB finally blink and cut rates? Why’s the rand suddenly flexing its muscles?

Also in this episode:
🪙 Gold’s breakout moment
🚴‍♂️ Peloton’s surprising revival
🛢 Sasol wins big in court
🛒 Pick n Pay’s turnaround—still stuck in aisle 4
🇺🇸 Trump’s tariff flip-flops
🔧 Harmony’s billion-dollar copper pivot
📦 And a quiet win for Nampak

Global macro meets local movers. It’s one of those weeks—don’t miss it!

US Debt Downgrade Not New News | Big Day for Sasol & Renergen

Simon BrownLatest, WorldWide Markets

Simon Brown unpacks Moody’s US debt downgrade and what it really signals, dives into South Africa’s Budget 3.0 expectations, and breaks down the latest inflation data. He also covers key market movers: Sasol’s Capital Markets Day, Renegen’s buyout offer, and fresh results from WeBuyCars and Famous Brands. Plus, the Rand rallies, gold holds firm, and all eyes on the Oval Office for tonight’s Ramaphosa–Trump meeting.

Has Trump Shown us how Tariffs Resolve?

Simon BrownLatest, WorldWide Markets

Simon Brown unpacks global tariff shifts, Trump’s jab at Big Pharma, and standout local earnings — from Lewis’ blockbuster update to AngloGold Ashanti’s cash flow surge. Plus, insights on Boxer’s results, housing stocks Calgro M3 and Balwin, and upcoming market events.

Alphabet is way Cheap | Nasty US economic data

Simon BrownLatest, WorldWide Markets

This week, Simon unpacks Alphabet’s surprisingly cheap valuation, troubling US economic data, South African CPI figures, Trump’s trade mess, and the implications of Aspen’s customer fallout. Plus, he previews the Berkshire AGM and upcoming JustOneLap events

Gold $4,500 by yearend, is it even possible?

Simon BrownLatest, WorldWide Markets

Simon Brown dives into the explosive potential of gold hitting $4,500, what that means for local gold miners, and why the resource sector is stealing the show. He also breaks down the growing recession worries in the US, wild market uncertainty, and how Purple Group is finally showing signs of life. Plus, insights on the Rand.