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Tensions in the Middle East reach a new high

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Manage episode 488450034 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Oil prices are surging up to 10%, while equity futures are declining. Safe-haven assets like gold and US Treasuries are gaining traction. Overall, the initial market reaction to the escalation of hostilities in the Middle East is relatively contained, except for oil, as the situation remains fluid and uncertain. Dario Messi, Head of Fixed Income Research, talks about what to expect from the US, UK, Japanese, and Swiss central banks next week. Tim Gagie, Head of FX/PM Private Banking Geneva, discusses the Middle East crisis and its potential short-term impact on the US dollar, which is close to a multi-year low, and gold, which is approaching its all-time high. He also comments on platinum amid a supply/demand imbalance.

  • (00:00) - Introduction by Helen Freer (Investment Writing)
  • (01:01) - Markets wrap-up by Mike Rauber (Investment Writing)
  • (05:43) - Bond market update by Dario Messi (Head of Fixed Income Research)
  • (10:19) - FX and metals by Tim Gagie (Head of FX/PM PB Geneva)
  • (14:13) - 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.

  continue reading

744 episodes

Artwork
iconShare
 
Manage episode 488450034 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Oil prices are surging up to 10%, while equity futures are declining. Safe-haven assets like gold and US Treasuries are gaining traction. Overall, the initial market reaction to the escalation of hostilities in the Middle East is relatively contained, except for oil, as the situation remains fluid and uncertain. Dario Messi, Head of Fixed Income Research, talks about what to expect from the US, UK, Japanese, and Swiss central banks next week. Tim Gagie, Head of FX/PM Private Banking Geneva, discusses the Middle East crisis and its potential short-term impact on the US dollar, which is close to a multi-year low, and gold, which is approaching its all-time high. He also comments on platinum amid a supply/demand imbalance.

  • (00:00) - Introduction by Helen Freer (Investment Writing)
  • (01:01) - Markets wrap-up by Mike Rauber (Investment Writing)
  • (05:43) - Bond market update by Dario Messi (Head of Fixed Income Research)
  • (10:19) - FX and metals by Tim Gagie (Head of FX/PM PB Geneva)
  • (14:13) - 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.

  continue reading

744 episodes

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