logo
episode-header-image
Oct 2024
11m 19s

Markets cautiously await key US data as ...

JULIUS BAER
About this episode

Ahead of US non-farm payrolls data due out later today, and following the latest developments in the Middle East, European and US stock markets closed lower yesterday. Hong Kong, Japan and South Korea, however, had a positive session as mainland China continued to enjoy the Golden Week holiday. Tim Gagie, Head of FX & PM Solutions Geneva, provided his weekly update on what to watch in the currency markets, covering the US dollar, the Swiss franc, the British pound and the Japanese yen.

00:00 Introduction by Helen Freer (Investment Writing)

00:21 Markets wrap-up by Bernadette Anderko (Investment Writing)

06:03 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

10:02 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 wherever you get your podcasts.

Up next
Yesterday
An anything-but-oil day and navigating fixed income markets
Markets saw another sharp risk‑off move yesterday as fears of escalation in the Iran war pushed investors out of everything except oil. Inflation worries strengthened after the OECD raised its US forecast, while growth concerns deepened in Europe, where data points to a weak star ... Show More
10m 11s
Mar 26
Global rally cools, social‑media firms lose key case
Global equities rose on Wednesday as hopes of a path to peace in the Middle East and lower oil prices lifted sentiment. The MSCI World Index gained nearly 1%, its best performance since 9 February, and bond yields eased sharply. Beneath the positive market tone, economic surveys ... Show More
10m 55s
Mar 25
Stocks gain, oil falls on Trump’s 15-point plan
Markets continue to gyrate around the latest headlines on the Middle East conflict. Early weakness yesterday – driven by doubts over the status of any US–Iran negotiations – gave way to renewed optimism overnight and into Asian trading this morning, as the US outlined a 15‑point ... Show More
11m 6s
Recommended Episodes
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ... Show More
1h 1m
Feb 2025
Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe
On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China ta ... Show More
14m 40s
Nov 2024
What Will Bitcoin 100k Mean For Indian investors?
  As Bitcoin nears $100,000, Trump’s pro-crypto policies, including a proposed Crypto Czar and a U.S. “Bitcoin stockpile,” are reshaping global sentiment about this asset class. The EU and UK are advancing crypto regulations, while India’s capital markets regulator SEBI hints at ... Show More
27m 38s
Feb 2025
A quieter market session could favour the dollar
Send us Fan MailGeopolitics takes centre stage as US markets enjoy a bank holiday. Both gold and US dollar try to recoup Friday’s losses. Major currencies extend monthly gains versus the dollar. Yen benefits from strong GDP; aussie prepares for the RBA.Risk Warning: Our services ... Show More
4m 36s
Feb 2025
China tariffs, Canada and Mexico pause, Netanyahu-Trump and DOGE v. USAID
China has slapped tariffs on some U.S. imports in response to new U.S. duties on Chinese goods, raising the stakes in a showdown between the world's top two economies even as President Donald Trump offered reprieves to Mexico and Canada. Trump and Israeli Prime Minister Benjamin ... Show More
12m 26s
Mar 2025
BOJ’s Ueda Signals Little Concern Over Highest Yields Since 2008
On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wea ... Show More
19m 10s
Feb 2025
Looking Ahead to First US Jobs Report of 2025
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Economics US Economist Stuart Paul and Bloomberg News Global Macro Strategist Vincent Cignarella provide a preview of Friday's US jobs report for January. Bloomberg News Money and Influence Reporter T ... Show More
47m 24s
Feb 2024
🙃 “Hello, FOMO Rally” — Bitcoin’s $60,000 surge. Beyond Meat’s French lover. Teledoc’s bow & arrow.
Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop.Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do.And Teledoc, ... Show More
17m 59s
Feb 2025
Week Ahead: Fed minutes, RBA and RBNZ decisions in focus
Send us Fan MailAfter Powell and CPI data, dollar traders turn to Fed minutes. RBA to cut rates by 25bps, focus on forward guidance. RBNZ may opt for a third consecutive 50bps rate cut. UK, Canadian and Japan’s CPI data also in focus.Risk Warning: Our services involve a significa ... Show More
8m 26s