Dollar strength, gold’s next move and painfully high yields

Podcast: Moving Markets · Julius Baer

Opublikowano: 2026-09-25

Rising government bond yields remain at the centre of investors' attention as expectations for further rate hikes in the US and Europe continue to build. Combined with a renewed rally in oil prices, higher yields are weighing on risk appetite and limiting the upside for equity markets. In today's episode, Tim Gagie, Head of FX & Precious Metals Advisory in Geneva, joins us to share his views on the US dollar, precious metals, and the key market themes investors should be watching. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:21) - Markets wrap-up: Roman Canziani, Head of Product...