# Dollar strength, gold’s next move and painfully high yields

Page: https://stenobird.com/podcast/moving-markets-5478198/dollar-strength-gold-s-next-move-and-painfully-high-yields
Text version: https://stenobird.com/podcast/moving-markets-5478198/dollar-strength-gold-s-next-move-and-painfully-high-yields.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-09-25T06:47:54+00:00
Episode link: https://share.transistor.fm/s/26f43b75
Audio file: https://media.transistor.fm/26f43b75/450fa1f9.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/dollar-strength-gold-s-next-move-and-painfully-high-yields
Duration seconds: 697

## Resource

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. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:21) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:35) - FX & metals update: Tim Gagie, Head of FX & Precious Metals Sales Geneva (10:57) - Closing remarks: Bernadette Anderko, Product & Investment Content 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.

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## Transcript

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