EPISODE · Apr 24, 2025 · 11 MIN
Optimism returns – but for how long?
from Moving Markets · host Julius Baer
Market sentiment has shifted towards optimism once again, with the US dollar gaining strength as concerns over President Trump's potential interference with the Federal Reserve's independence have eased. A two-day stock market rally has been fuelled by hopes that the US-China trade tensions will not intensify further. Meanwhile, recent data suggests that the economy may be heading towards a stagflationary environment in the coming months. Joining us to share his insights on the volatile gold market is Carsten Menke, Head of Next Generation Research.00:00 Introduction: Helen Freer, Investment Writing00:24 Markets wrap-up: Roman Canziani, Head of Investment Writing06:20 Gold: Carsten Menke, Head of Next Generation Research10:02 Closing remarks: Helen Freer, Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
What this episode covers
Market sentiment has shifted towards optimism once again, with the US dollar gaining strength as concerns over President Trump's potential interference with the Federal Reserve's independence have eased. A two-day stock market rally has been fuelled by hopes that the US-China trade tensions will not intensify further. Meanwhile, recent data suggests that the economy may be heading towards a stagflationary environment in the coming months. Joining us to share his insights on the volatile gold market is Carsten Menke, Head of Next Generation Research.00:00 Introduction: Helen Freer, Investment Writing00:24 Markets wrap-up: Roman Canziani, Head of Investment Writing06:20 Gold: Carsten Menke, Head of Next Generation Research10:02 Closing remarks: Helen Freer, Investment WritingWould 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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Optimism returns – but for how long?
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