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Aug 2025
13m 24s

Plenty on the plate for markets

JULIUS BAER
About this episode

Once again, investors are facing a flood of news to digest – from tariff updates, such as Japan’s announcement that the US will end the stacking of universal tariffs and cut levies on cars; to central bank developments, including the Bank of England’s rate decision and the appointment of Stephen Miran to the Federal Reserve Board of Governors; to company-specific headlines, such as Eli Lilly’s latest study results; and geopolitical updates, including a potential Trump - Putin meeting. Joining us to discuss the latest developments in the currencies and metals markets is Tim Gagie, our Head of FX/PM Private Banking in Geneva.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:24) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:22) - FX and metals: Tim Gagie, Head of FX/PM PB Geneva
  • (12:08) - Closing remarks: Helen Freer, Product & Investment Content


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