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EPISODE · Jun 11, 2026 · 13 MIN

Markets under pressure: gold, rates, and rising tensions

from Moving Markets · host Julius Baer

While European markets proved more resilient, US equities declined amid renewed escalation in the Middle East and fresh inflation data highlighting mounting pressure on US household budgets, driven in part by higher energy costs. In today’s episode, Carsten Menke, Head of Next Generation Research, shares his outlook on gold and silver in this environment. We also hear from Dario Messi, Head of Fixed Income Research, who previews the European Central Bank’s upcoming rate decision and discusses the implications for investors.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:41) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:16) - Update on gold: Carsten Menke. Head of Next Generation Research, Product & Investment Content (09:42) - ECB expectations & investment impact: Dario Messi, Head of Fixed Income Research (12:56) - Closing remarks: Bernadette Anderko, 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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