Ceasefire hopes lift markets as eyes turn to US inflation episode artwork

EPISODE · Apr 10, 2026 · 10 MIN

Ceasefire hopes lift markets as eyes turn to US inflation

from Moving Markets · host Julius Baer

Equity markets are trading higher amid renewed optimism that the ceasefire will hold, reinforced by Israel’s signal that it is ready to enter direct negotiations with Lebanon. Meanwhile, oil prices continue to rebound following Wednesday’s sharp losses. Investors’ focus now turns to today’s US CPI data for March. In this episode, we are joined by Thomas Caflisch, Head of FX Sales Switzerland, who shares his perspective on what lies ahead for the US dollar.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:31) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:45) - FX & metals update: Thomas Caflisch, Head of FX/PM Solutions (10:00) - 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.

Episode metadata supplied by the publisher feed · Published Apr 10, 2026

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Ceasefire hopes lift markets as eyes turn to US inflation

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