Moving Markets

US equities have struggled in September, but staged a bit of a month-end rally yesterday after US Treasury yields fell back from 15-year highs. Meanwhile in Asia, hopes that China’s Golden Week holiday will boost consumer spending are helping sentiment, as is the news that US and Chinese leaders are in talks to meet. In commodities, oil continues to grab headlines, with Brent on track for its best quarter since Q1 2022. Tim Gagie, Head of FX & PM Solutions in Geneva, joins today’s show and outlines why gold has had a tough week and how the stronger oil price is affecting the FX markets.

00:00 Introduction by Helen Freer (Investment Writing)
00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:05 FX and metals update by Tim Gagie (Head of FX & PM Solutions Geneva)
10:39 Closing remarks by Helen Freer (Investment Writing)

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What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.