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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