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Market Surprises, Trump’s Tariffs & Commodities Soaring | 2025 Year-to-date returns reviewed

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Manage episode 491906921 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Year So Far 📈

  • Market returns in 2025 tell a story of extreme volatility rather than predictable trends.

  • The US 10-year yield spiked above 4.5%, shaking confidence before Trump walked back tariffs.

Trump’s Second Term 🏛️

  • Tariffs on Mexico, Canada, China, and NATO tensions triggered waves of uncertainty.

  • A 90-day tariff pause ends soon—more volatility ahead.

Currency Moves 💱

  • The rand hit R19.90/$ in April but has strengthened nearly 7% year to date.

  • Dollar weakness is driving big shifts—its worst start to a year in 50 years!

Commodities on Fire 🔥

  • Platinum: +52%, hitting 10-year highs

  • Gold: +27%, buoyed by central banks diversifying away from dollars

  • Copper, rhodium, uranium also strong, while coal and Brent oil are lagging

Equities: Winners & Losers 📊 Top Performers:

  • Sibanye Stillwater* +115% 🚀

  • Northam, Impala, Harmony riding the PGM boom

  • Surprise: MTN +58%, defying telco sceptics

  • British American Tobacco at record rand highs

Strugglers:

  • Aspen -27% 🩺

  • Spar, Mr Price* correcting after big runs

  • Sasol, despite the headlines, down just 5%

Global Markets Snapshot 🌐

  • European indices are up double digits (Germany +20%, Spain +21%)

  • Canada bounced +8.5% from April lows

  • Hong Kong +20% as Asia joins the rally

  • SA market in ZAR: +30% YTD, outpacing gold and the Nasdaq

Key Lessons 🎓

  • Volatility is a feature, not a bug.

  • When markets “go on sale,” don’t panic—buy like you would discounted chuckles.

  • Politicians worldwide are unpredictable—stay focused on your long-term plan.

The Dollar Story 💵

  • Dollar Index fell from 110 to 96 in six months.

  • Capital is rotating to Europe and emerging markets.

  • The tariff-driven isolationism in the US is reshaping global flows.

🗓️ Upcoming Event

Power Hour – 21 July (Monday) Topic: Three Decades of Investment & Trading Lessons with Simon Brown 🔗 Register at JustOneLap.com/events

📈 More Resources
  • Full ETF performance update dropping Thursday: justonelap.com/ETFs

  • Read Simon’s market insights anytime on JustOneLap

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

571 episodes

Artwork
iconShare
 
Manage episode 491906921 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Year So Far 📈

  • Market returns in 2025 tell a story of extreme volatility rather than predictable trends.

  • The US 10-year yield spiked above 4.5%, shaking confidence before Trump walked back tariffs.

Trump’s Second Term 🏛️

  • Tariffs on Mexico, Canada, China, and NATO tensions triggered waves of uncertainty.

  • A 90-day tariff pause ends soon—more volatility ahead.

Currency Moves 💱

  • The rand hit R19.90/$ in April but has strengthened nearly 7% year to date.

  • Dollar weakness is driving big shifts—its worst start to a year in 50 years!

Commodities on Fire 🔥

  • Platinum: +52%, hitting 10-year highs

  • Gold: +27%, buoyed by central banks diversifying away from dollars

  • Copper, rhodium, uranium also strong, while coal and Brent oil are lagging

Equities: Winners & Losers 📊 Top Performers:

  • Sibanye Stillwater* +115% 🚀

  • Northam, Impala, Harmony riding the PGM boom

  • Surprise: MTN +58%, defying telco sceptics

  • British American Tobacco at record rand highs

Strugglers:

  • Aspen -27% 🩺

  • Spar, Mr Price* correcting after big runs

  • Sasol, despite the headlines, down just 5%

Global Markets Snapshot 🌐

  • European indices are up double digits (Germany +20%, Spain +21%)

  • Canada bounced +8.5% from April lows

  • Hong Kong +20% as Asia joins the rally

  • SA market in ZAR: +30% YTD, outpacing gold and the Nasdaq

Key Lessons 🎓

  • Volatility is a feature, not a bug.

  • When markets “go on sale,” don’t panic—buy like you would discounted chuckles.

  • Politicians worldwide are unpredictable—stay focused on your long-term plan.

The Dollar Story 💵

  • Dollar Index fell from 110 to 96 in six months.

  • Capital is rotating to Europe and emerging markets.

  • The tariff-driven isolationism in the US is reshaping global flows.

🗓️ Upcoming Event

Power Hour – 21 July (Monday) Topic: Three Decades of Investment & Trading Lessons with Simon Brown 🔗 Register at JustOneLap.com/events

📈 More Resources
  • Full ETF performance update dropping Thursday: justonelap.com/ETFs

  • Read Simon’s market insights anytime on JustOneLap

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

571 episodes

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