# Stocks jump as oil and yields retreat Page: https://stenobird.com/podcast/moving-markets-5478198/stocks-jump-as-oil-and-yields-retreat Text version: https://stenobird.com/podcast/moving-markets-5478198/stocks-jump-as-oil-and-yields-retreat.md Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198) Published: 2026-09-18T06:57:53+00:00 Episode link: https://share.transistor.fm/s/09bbae48 Audio file: https://media.transistor.fm/09bbae48/d04f665e.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/stocks-jump-as-oil-and-yields-retreat Duration seconds: 1121 ## Resource Markets rebounded after three tough sessions, fuelled by a reassuring Federal Reserve, easing yields, and falling oil prices. Julius Baer Chief Economist David Kohl breaks down what the latest Fed decision means for the US economy and shares his expectations for the Bank of Japan following its overnight rate hike. Meanwhile, Tim Gagie, Head of FX Advisory in Geneva, explores the implications for the US dollar and explains why gold continues to shine. (00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:52) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:52) - Fed and BOJ: David Kohl, Chief Economist (13:43) - FX & metals update: Tim Gagie, Head of FX & Precious Metals Sales Geneva (17:55) - Closing remarks: Lucija Caculovic, 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/stocks-jump-as-oil-and-yields-retreat/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/moving-markets-5478198/stocks-jump-as-oil-and-yields-retreat.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.