In this week’s Worldwide Markets, Simon Brown unpacks Trump’s bold (and chaotic) economic strategy: tariffs, spending cuts, deregulation, and the elusive Mar-a-Lago Accord. Is there a method to the madness, or just more noise from the campaign trail? Recorded from sunny Durban 🌞 with a side of curry and chaos.

Simon Brown unpacks a wild first half of 2025:
💵 The dollar’s worst start in 50 years
🔥 Platinum up 52%
📊 SA markets +17%
🌐 Europe & Asia rallying
🇺🇸 Trump’s tariffs rocking global flows

💸 Are your investments silently bleeding fees?

🎧 This week Simon unpacks the Effective Annual Cost (EAC) and why it’s the only fee that really matters.

🛢️ Oil tanks nearly 20%
⚙️ Sasol gets smoked
💱 Rand strengthens
🏦 Fed plays the data game
🪙 PGMs shine as platinum hits 10-year highs
🥇 Gold dips but holds the trend

📲 Powered by Standard Bank Global Markets and Shyft

⚡ 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

This week, Simon Brown unpacks the numbers behind a recovering South African consumer, an attractive new renewable energy listing, and the latest moves in platinum group metals (PGMs). Plus, CrowdStrike’s results, Omnia’s cash pile (and SARS headache), and what falling bond yields mean for SA.

Simon looks back over almost forty years of market crises that he’s invested through.

He shares the lessons he learnt, what caused the crisis and what the response was. This includes; 1987, EM Tigers of 1998, the DotCom bust in 2000, Global Financial Crisis of 2008/9, the 2020 pandemic and finally the 2025 Trump tariff crisis.

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!

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.

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.

Simon looks at major market movements in oil and gold. Buffett stepping down as CEO, his legacy and how we can invest just like him. Palantir earnings, the upcoming FOMC announcement and the Sell in May & Go Away nonsense.