# Oil surges, yields spike and central banks take centre stage Page: https://stenobird.com/podcast/moving-markets-5478198/oil-surges-yields-spike-and-central-banks-take-centre-stage Text version: https://stenobird.com/podcast/moving-markets-5478198/oil-surges-yields-spike-and-central-banks-take-centre-stage.md Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198) Published: 2026-09-10T06:50:46+00:00 Episode link: https://share.transistor.fm/s/a59a23f6 Audio file: https://media.transistor.fm/a59a23f6/0b86c1b8.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/oil-surges-yields-spike-and-central-banks-take-centre-stage Duration seconds: 633 ## Resource Markets remain under pressure as oil prices continue to climb, with Brent crude now trading above the psychologically significant USD 100 per barrel mark. Attention is firmly focused on today’s European Central Bank rate decision, where another hike is widely expected, as well as key US inflation data due later today and tomorrow. Against this backdrop, global government bond yields have risen to levels not seen in years. In today’s episode, we welcome Afonso Borges from our Fixed Income Research team. He shares his perspective on the US Treasury’s somewhat underwhelming buyback announcement and explains why he believes many of the concerns surrounding France’s fiscal outlook are already reflected in current market pricing. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:42) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (05:59) - US and European Government bond markets: Afonso Borges, Fixed Income Research (09:37) - 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. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/oil-surges-yields-spike-and-central-banks-take-centre-stage/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/moving-markets-5478198/oil-surges-yields-spike-and-central-banks-take-centre-stage.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.