Tariffs are Back with no Ceiling and Gold at $4,000

About this episode

Simon Brown discusses the implications of renewed US tariffs, the gold market's fluctuations, and offers stock recommendations.

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 selloff gets a post-mortem: leveraged FOMO unwinds, Turkey tapping reserves, and profit-taking after a year of doubling. Two stock ideas round out the episode: Rocket Lab (RKLB) for pure-play space exposure and Franco Nevada (FNV) as a low-risk gold streaming alternative to miners. Plus the MPC rate decision preview and a quick plug for the new AI in the Wild column. WorldWideMarkets is part of JustOneLap.com .

People in this episode

Host: Simon Brown

Topics covered

• US tariffs
• gold market
• oil prices
• interest rates
• stock ideas
• economic forecasts

Keywords

• tariffs
• gold
• oil
• interest rates
• stock market
• economic analysis
• investing

Mentioned in this episode

Organizations: Goldman Sachs

Products: Rocket Lab (RKLB), Franco Nevada (FNV)

Places: South Africa, Turkey

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