Dollar strength, gold’s next move and painfully high yields
Moving Markets · Sep 25, 2026 · 11:37
Moving Markets · Sep 25, 2026 · 11:37
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Rising government bond yields remain at the centre of investors' attention as expectations for further rate hikes in the US and Europe continue to build. Combined with a renewed rally in oil prices, higher yields are weighing on risk appetite and limiting the upside for equity markets. In today's episode, Tim Gagie, Head of FX & Precious Metals Advisory in Geneva, joins us to share his views on the US dollar, precious metals, and the key market themes investors should be watching.
