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Mounting tensions in the Middle East and fears over elevated bond yields have sent markets into risk-aversion mode, as investors also try to decipher clues from the Fed around rates staying higher for longer. Yesterday, stocks came under pressure and oil gained as Iran stepped up its rhetoric against Israel. As investors flee to safe havens amid escalating geopolitics, Tim Gagie, Head of FX & PM Solutions in Geneva, shares his thoughts on the main beneficiaries in currencies and precious metals.
00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Jonti Warris (Investment Writing)
06:22 FX and metals update by Tim Gagie (Head of FX & PM Solutions Geneva)
10:48 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.
By Julius Baer5
44 ratings
Mounting tensions in the Middle East and fears over elevated bond yields have sent markets into risk-aversion mode, as investors also try to decipher clues from the Fed around rates staying higher for longer. Yesterday, stocks came under pressure and oil gained as Iran stepped up its rhetoric against Israel. As investors flee to safe havens amid escalating geopolitics, Tim Gagie, Head of FX & PM Solutions in Geneva, shares his thoughts on the main beneficiaries in currencies and precious metals.
00:00 Introduction by Helen Freer (Investment Writing)
00:24 Markets wrap-up by Jonti Warris (Investment Writing)
06:22 FX and metals update by Tim Gagie (Head of FX & PM Solutions Geneva)
10:48 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.

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