Global equities traded lower as oil prices surged in response to escalating tensions in the Middle East, while renewed concerns over AI-related capital expenditure weighed on investor sentiment. Although the European Central Bank left interest rates unchanged, expectations of further policy tightening later this year have strengthened, pushing bond yields higher across major markets. In today's episode, Tim Gagie, Head of FX Advisory in Geneva, shares his insights on the latest developments in foreign exchange and metals markets, and what they could mean for investors.
- (00:00) - Introduction: Helen Freer, Product & Investment Content
- (00:27) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
- (06:30) - FX & metals update: Tim Gagie, Head of FX / Portfolio Management, Private Banking Geneva
- (11:44) - Closing remarks: Helen Freer, Product & Investment Content
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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.
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