{"podcast":{"title":"Moving Markets","slug":"moving-markets-5478198","podcast_index_feed_id":5478198,"rss_url":"https://feeds.transistor.fm/moving-markets","website_url":"http://www.juliusbaer.com","image_url":"https://img.transistorcdn.com/vDHaJDrwYOS7iJuQC5X9ty_2NRtbjCGMS2tBXARGrS0/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xNjUy/MmQxYWUyZDEwNTA1/OTJhNzY2OWUxMTU2/OGM4ZS5qcGc.jpg","author":"Adventurous Media","episode_count":1105,"summary":"Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.","last_synced_at":"2026-09-28T16:21:23.899176+00:00","page_url":"https://stenobird.com/podcast/moving-markets-5478198"},"episode":{"title":"US Treasury yields surge the most since last year’s tariff turmoil and what's next for gold?","slug":"us-treasury-yields-surge-the-most-since-last-year-s-tariff-turmoil-and-what-s-next-for-gold","published_at":"2026-09-24T06:55:29+00:00","page_url":"https://stenobird.com/podcast/moving-markets-5478198/us-treasury-yields-surge-the-most-since-last-year-s-tariff-turmoil-and-what-s-next-for-gold","show_page_url":"https://stenobird.com/podcast/moving-markets-5478198","url":"https://share.transistor.fm/s/7c80e4dc","audio_url":"https://media.transistor.fm/7c80e4dc/cd2811ba.mp3","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 &amp; Investment Content (00:28) - Markets wrap-up: Mike Rauber, Product &amp; Investment Content (07:04) - Gold and silver: Carsten Menke, Head of Next Generation Research (11:47) - Closing remarks: Helen Freer, Product &amp; 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.","meta_description":"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 economi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":760,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/us-treasury-yields-surge-the-most-since-last-year-s-tariff-turmoil-and-what-s-next-for-gold/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/moving-markets-5478198/us-treasury-yields-surge-the-most-since-last-year-s-tariff-turmoil-and-what-s-next-for-gold.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}