Jsedirect With Simon Brown

Episode Summary: Simon Brown dives into the week’s biggest financial and economic stories, covering Trump’s election win, Nvidia's inclusion in the Dow, rate cuts expected from the FOMC and BOE, and the latest updates on Murray & Roberts, palladium, and gold. Recorded after market open, this episode sheds light on key trades, trends, and the shifting global landscape. Trump's Victory – What’s the Trade? Trump’s presidential win sparks market reactions, with immediate rallies in the S&P, Nasdaq, and Bitcoin. Simon discusses potential policy impacts, such as tariffs, technology restrictions on China, and implications for commodities, oil, and the South African economy. Notes on the uncertainty of Trump’s policies and their potential effects on inflation, EVs, and cryptocurrency. Nvidia in the Dow; Intel Out Nvidia enters the Dow Jones, replacing Intel. Simon critiques the Dow's price-based index system but acknowledges Nvidia’s stock performance, fuelled by strong demand from major tech firms. Discus