JSEDirect with Simon Brown

US results season opens with Goldman Sachs and Johnson & Johnson both beating expectations — but the more interesting story is what those results don't show yet: the full impact of Middle East conflict and Trump's drug pricing pressure. Simon also unpacks South Africa's looming fuel crisis and makes the economic case for working from home, a new 100% offshore ETF listing on the JSE from ETFSA, and...

South African consumer stocks have been hammered. In Episode 673 of WorldWideMarkets, Simon Brown works through the JSE's food and clothing retailers — Shoprite, Boxer, Pick n Pay, SPAR, Pepkor, Foschini Group, Mr. Price, Lewis, and Woolworths — asking where genuine value has emerged and where cheap simply means broken. He also sets the macro scene with Trump's Wednesday deadline on Iran peace tal...

Simon reviews six listed space stocks ahead of the expected SpaceX IPO, which could debut above $2 trillion as early as June. Rocket Lab, AST SpaceMobile, Intuitive Machines, Firefly Aerospace, Planet Labs and Spire Global each get a SWOT breakdown, with the Procure Space ETF (UFO) as a diversified alternative. On the local front, the JSE Top 40 just posted its worst month since September 2008, fa...

WorldWideMarkets episode 671 covers the return of US tariffs through Section 301 investigations targeting South Africa and 60 other countries — with no rate ceiling and no court precedent to stop them. Simon unpacks the Iran war's tentative ceasefire talks, why Goldman Sachs revised its Brent forecast to $85, and what happens to oil and interest rates if the conflict drags on. Monday's sharp gold...

Worldwide Markets — Episode 680 | 18 March 2026 Powered by Standard Bank, Global Markets, Retail and Shyft ⛽ Fuel Price Pain Coming Petrol 95 up ~R4.50/litre and diesel up ~R7.50/litre from the first Wednesday in April. On a 50-litre tank that's R200+ for petrol and close to R400 for diesel. Fill up before April if you can. 🛢️ Oil & The Iran War Brent holding above $100/barrel (currently ~$103.50...

🌍 World Wide Markets – Episode 669 📅 11 March 2026 | Hosted by Simon Brown Powered by Standard Bank Global Markets, Retail & SHYFT 🧭 Market Mood: Chaos Means Doing Nothing With geopolitical tensions and wild commodity moves, markets are extremely uncertain. Simon's strategy right now? 🧘 Do nothing. Panic trading rarely helps. In times of chaos, sometimes the best move is to step back, ignore t...

⚖️ Budget Boost: A Rare Win for Taxpayers 🇿🇦💰 This week kicked off with a surprisingly investor-friendly South African budget — and markets initially loved it. Key Changes: 📈 CGT annual exclusion : R40,000 → R50,000 🏠 Primary residence CGT exclusion : R2m → R3m 💼 Retirement contribution limit : R350k → R430k (or 27.5%) 🌍 Offshore SDA allowance : Doubled to R2m 🎁 Donations tax exemption : R10...

This special broadcast is the recording of the Budget Panel 2026 with AJM, Baker Tilly Greenwoods, and FNB.   Simon Brown hosts and his guests are; The Hon Ashor Sarupen Dep Fin Minister Mamello Matikinca chief economist at FNB Dr Christo Wiese – business man Dr Albertus Marais – Partner AJM

🌍 World Wide Markets – Episode 667 📅 25 February 2026 | Hosted by Simon Brown Powered by Standard Bank Global Markets, Retail & Shyft ⚡ Eskom: 280 Days Without Load Shedding South Africa has now reached 280 days without load shedding. Standard Bank's electricity tracker report highlights that the last significant outages were 26 hours across April and May 2025, taking the effective streak back...

Worldwide Markets - Episode 666 📊 18 February 2025 🇿🇦 South African Economic Indicators Unemployment hits 5-year low - but still a tragic 31.4% The Achilles heel: Need GDP growth to break below 20% 10-year bond yields at decade lows - 7.97% (down from 11% during load shedding) Government saving on new bond issuances, though impact is modest Potential budget windfall from precious metals next week...

🎙️ Worldwide Markets – Episode 665 📅 11 February | 🎧 Recorded Tuesday around lunchtime 💼 Powered by Standard Bank Global Markets & Shyft 🌍 This week in markets Massive hyperscaler CapEx is back in focus 💰🏗️ Markets appear calmer – the worst of the recent collapse may be behind us 😮‍💨 Bitcoin mining costs now around $70,000 , putting pressure on miners ⛏️₿ A deep dive into junior miners – wh...

🌍 Worldwide Markets – Episode 664 📅 Recorded: Tuesday midday | 🎙️ Host: Simon Brown This week on Worldwide Markets , we unpack a wild ride across commodities, central banks, tech titans, and global trade — with gold stealing the spotlight once again. 🟡 Has Gold Bottomed? Gold went vertical — and then snapped back hard. 📈 Ran from around $4,300 → $5,600 , before a brutal sell-off 📉 Dropped to...

🎙️ Worldwide Markets – Episode 663 📅 28 January | Recorded late Tuesday afternoon Host: Simon Brown Powered by: Standard Bank Global Markets & Shyft – the global money app for travel, shopping, payments & investing 🌍💳 This week a quick look at gold and the Rand, both did what was expected over the year in the first month. Then picks for the Cristal Challenge 2026 and the Moneyweb Investor Chall...

For the thirteenth year in a row Keith McLachlan, Marc Ashton and Simon Brown kick off the new year with a predictions show. First they check in and mark what they said last year. Then they each offer three predictions for the year ahead and a view on the Top40 and Rand/ Find last years show here .

🌍 Worldwide Markets — Episode 660 🎙️ The Best and Worst of the JSE in 2025 📅 10 December 2025 🎧 Final episode of the year — back 14 January 2026 💼 Powered by Standard Bank Global Markets & Shyft 🏁 Opening Thoughts Last podcast of 2025! 🎉 A huge thank-you to listeners, watchers and everyone who engaged across the year 🙏 A wild year for markets, but a great year for returns 📈 Wishing everyon...

Worldwide Markets – Episode 659 Show Notes "It's Been a Year… But Markets Loved It" 📆 3 December 2025 🎙️ Host: Simon Brown 🏦 Powered by Standard Bank Global Markets & Shyft — the global money app. 🌍 Opening: A Wild Year That Somehow Ended Beautifully Despite chaos from January to April — tariffs, collapsing markets, surging yields, rand at 19.90 — markets still delivered a stellar year. If you...

dd 🌍 Worldwide Markets – Episode 658 📅 26 November 2025 🎙️ Hosted by Simon Brown 💼 Powered by Standard Bank Global Markets & Shyft 🔥 This Week's Big Themes 📊 JSE 10-year returns — miners dominate! 💽 Nvidia results: great numbers, strange market reaction 🥇 Harmony goes big on copper 🛠️ SA Inc sleeper stock ready to run with GDP recovery 📦 Process/Tencent update: super-app dreams + buybacks...

Worldwide Markets — Episode 657 (19 November 2025) 🗓️📈 🔥 This Week on Worldwide Markets Good things are happening in South Africa 🇿🇦, bubble-watching on global markets 🎈, fresh ETF listings from Ninety One 📊, strong local results (Astral 🐔, WeBuyCars 🚗, Ninety One 💼), and the Year-End Power Hour opens for bookings 🎤✨. 🎈 Bubble Talk: When Does It Pop? Guest Insight: Citigroup's Dirk Wille...

Worldwide Markets – Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand 🌍💸 1) JSE Under Pressure 🏛️⚖️ Two issues in the spotlight: a) Competition Commission Complaint A2X alleges JSE is being anti-competitive around BDA & settlement. This could have a long regulatory proce...

🌍 Worldwide Markets – Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & Shyft – the global money app for travel, payments & investing. 🎙️ This Week's Big Questions When will markets crash? 🤯📉 Will we finally get a sovereign ratings upgrade? 🇿🇦🔼 Optasia* lists… but no IPO fireworks 💼🔔 SA vehicle sales accelerate again 🚗📈 🚀 Shyft Migration Update If y...

🌍 World Wide Markets Ep. 654 — 29 October 2025 🎙️ "Gold took us up … and gold will take us down." 🪙 Gold Takes the JSE for a Ride Gold led the JSE to record highs — and now it's leading it back down. Year-to-date returns: Gold +49 % , Harmony +87 %, Pan African +126 %, DRD +150 %, Gold Fields +162 %, AngloGold Ashanti* +167 %! Excluding dividends! Simon notes clear support around $3,600-3,800 ,...

🌍  Worldwide Markets Ep. 653 – Gold Crashes, Markets Burn, and Optasia's JSE Listing 🎙️ Hosted by Simon Brown 📅 Recorded: Tuesday, 21 October 2025 📈 Powered by Standard Bank Global Markets, Retail & Shyft – The global money app that puts travel, shopping, payments and investments in the palm of your hand. 💥 Local Markets Crushed A brutal day on the JSE as the market closed down 2.5% , with res...

🎙️ Worldwide Markets Ep. 652 — "Dividends, Gold, and Gearing Gone Wild" 📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT 🪙 Gold Rush Continues Gold is unstoppable! 🚀 Now trading above R4,100/oz , the yellow metal has clocked eight consecutive green weeks — the longest winning streak since early 2024. Simon digs into: 📈 Historical patterns since the pandemic: jump → co...

🎙️ Worldwide Markets Ep. 651 — "Value on the JSE? We Find the Cheapest Shares" (8 October 2025) 📅 Recorded Tuesday afternoon | Powered by Standard Bank & SHYFT 💡 Episode Overview This week Simon Brown digs into value on the JSE — where the cheapest shares might be hiding 👀. He also unpacks: The Purple Group* pullback 🟣 ETF returns so far in 2025 📈 (spoiler: it's been a wild year!) Upcoming St...