Moving Markets

Stocks jump as oil and yields retreat

September 18, 2026·18 min
Episode Description from the Publisher

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.

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