Markets shake off OpenAI fears and bond bulls return to the table

Markets stumbled after a newspaper report suggested that OpenAI's annualised revenues could fall well short of previous expectations. Overnight, however, sentiment improved as doubts emerged over the accuracy of the report. Meanwhile, a stronger-than-expected 30-year US Treasury auction helped drive yields lower, providing additional support for equities alongside easing oil prices. In today's episode, we are joined by Tim Gagie, Head of FX Advisory in Geneva, who shares his views on the US dollar, gold, and the emerging market currencies he believes offer the most compelling opportunities.(00:00) - Introduction: Mike Rauber, Product & Investment Content (00:51) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (08:30) - FX & metals update: Tim Gagie, Head of FX & Precious Metals Sales Geneva (13:27) - Closing remarks: Mike Rauber, 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.