Podcasts · WorldWide Markets with Simon Brown
The Hormuz "Blockade" Has Fine Print | So Does the SA Fuel Crisis
· 21 min · Episode 674
Episode The Hormuz "Blockade" Has Fine Print | So Does the SA Fuel Crisis
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 an ASP Isotopes update for those holding a speculative position.
FNB's FCA-mandated R11.9bn provision for undisclosed UK vehicle finance commissions gets a full breakdown, as does the nuanced reality of the Straits of Hormuz "blockade" — it has T's and C's.
Plus a long-overdue Bitcoin check-in. WorldWideMarkets is part of JustOneLap.com.
Links in the notes 1
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