WorldWide Markets 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...

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...

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,...

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...

🌍 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,...

⚖️ 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: R100k...

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...

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...