{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Moving Markets","title":"Whatever it takes and tariff twists – bad for bonds and good for equities","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/1f7c6cb3\"></iframe>","width":"100%","height":180,"duration":741,"description":"European markets surged following German Chancellor-in-waiting Friedrich Merz's commitment to do 'whatever it takes' to ramp up defence and infrastructure, but this vow comes with a price tag:  increased fiscal spending. Consequently, government bond yields soared across the continent. Meanwhile, in the US, markets rebounded after President Donald Trump temporarily lifted his 25% tariffs on Canadian and Mexican auto imports. Joining us to break down the implications for currencies and metals is Tim Gagie, Head of FX/PM Private Banking Sales in Geneva.00:00 Introduction by Helen Freer (Investment Writing)0025 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:08 FX and metals by Tim Gagie (Head of FX & PM Solutions Geneva)11:11 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.","thumbnail_url":"https://img.transistorcdn.com/x0UP3-Td3IMevJiPxMhLmOC6l5QuBuaua1OFHqOocgE/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xNjUy/MmQxYWUyZDEwNTA1/OTJhNzY2OWUxMTU2/OGM4ZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}