Episode
US Treasury yields surge the most since last year’s tariff turmoil and what's next for gold?
- Podcast
- Moving Markets
- Published
- Sep 24, 2026
- Duration seconds
- 760
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/7c80e4dc
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Summary
US Treasury yields surge the most since last year's tariff turmoil and what's next for gold? Bond yields surged globally as stronger-than-expected economic data reinforced higher-for-longer rate expectations. US Treasury yields recorded their biggest jump since last year's tariff-related market turmoil, while Japan's 10-year yield rose above 3% for the first time since 1996. Brent oil moved back above USD 100 per barrel. The safe-haven USD was well bid, while European and US equities moved lower. Asian markets were mixed today, with Japan rising after a three-day holiday. Carsten Menke, Head of Next Generation Research, discusses precious metals - from Fed policy to China's gold buying, he talks about what is likely to drive the gold and silver markets, and what is just noise. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:04) - Gold and silver: Carsten Menke, Head of Next Generation Research (11:47) - Closing remarks: Helen Freer, 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.