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Tensions in the Middle East reach a new high
Manage episode 488450034 series 3360361
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.
744 episodes
Manage episode 488450034 series 3360361
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.
744 episodes
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