The MUFG Global Markets Podcast
Episodes
Pricing in a higher Trump risk premium in the USD
18 Oct 2024
Contributed by Lukas
Lee Hardman, Senior Currency Analyst, and Reza Nasehi, Vice President of the Japanese Client Sales Group for EMEA in London, discuss what has been dri...
USD buying momentum may fade from here
11 Oct 2024
Contributed by Lukas
USD/JPY continues it's advance toward the 150-level and this week Derek Halpenny, Head of Research Global Markets EMEA and International Securities ta...
Jumbo strong jobs report derails the future of jumbo rate cuts, for now…
08 Oct 2024
Contributed by Lukas
This week George Goncalves, MUFG Head of U.S. Macro Strategy, provides an update to our latest house views on the Fed and US rates forecasts post the...
What's behind the abrupt reversal of the weaker USD trend?
04 Oct 2024
Contributed by Lukas
Lee Hardman, Senior Currency Analyst and Seiko, Kataoka-Fisher, Director from Japanese Customer Sales for EMEA in London, discuss why the USD has stag...
Japan’s political ‘changing of the guard’ and JPY implications
27 Sep 2024
Contributed by Lukas
Following the LDP leadership election in Japan today Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Seik...
What is the fall out for the USD & JPY after Fed decides to start easing with a bang?
20 Sep 2024
Contributed by Lukas
Lee Hardman, Senior Currency Analyst, and Simon Mayes, Head of UK, Ireland and Switzerland, Corporate Sales, discuss the FX market implications from t...
The 1st cut in the cycle, 50bp or bust?
17 Sep 2024
Contributed by Lukas
On the back of a recently published FOMC preview report, this week George Goncalves, MUFG Head of U.S. Macro Strategy, walks us through what to expect...
What’s next for the USD ahead of the Fed’s pivotal policy meeting?
13 Sep 2024
Contributed by Lukas
Lee Hardman, Senior Currency Analyst, and Reza Nasehi, Vice President of the Japanese Client Sales Group for EMEA in London, discuss how the Fed’s d...
FX Outlook and market pricing for the scale of rate cuts ahead
30 Aug 2024
Contributed by Lukas
As the summer lull for the financial markets comes to an end, Derek Halpenny Head of Research Global markets EMEA & International Securities talks...
The ghosts of August 2007 and the time has come for rate cuts post Jackson hole
27 Aug 2024
Contributed by Lukas
This week George Goncalves, MUFG Head of U.S. Macro Strategy, reviews the last major macro event that happened this past Friday, the Fed’s Jackson h...
Indonesia Policy and FX outlook
27 Aug 2024
Contributed by Lukas
Lloyd Chan, Senior Currency Analyst at MUFG Global Markets Research Asia, speaks this week on Indonesia's monetary policy, fiscal policy, and the outl...
Powell suggests growing labour market concerns
23 Aug 2024
Contributed by Lukas
This week, Derek Halpenny Head of Research Global Markets EMEA & International Securities discusses with Seiko Kataoka-Fisher Head of JC FX Sale...
The status of Chinese economy, potential policies and the USDCNY
23 Aug 2024
Contributed by Lukas
Lin Li, Head of Global Markets Research Asia, discusses USD/CNY pair’s recent movement and the forecast for next 12 months, the status of Chinese ec...
Thoughts ahead of Jackson Hole and into early September
20 Aug 2024
Contributed by Lukas
This week George Goncalves, MUFG Head of U.S. Macro Strategy, puts into context how risk market preferences and a buy the dip mentality has likely led...
Yen carry on shakier ground
16 Aug 2024
Contributed by Lukas
This week has seen a notable rebound in USD/JPY as risk appetite improves. Derek Halpenny, Head OF Research Global Markets EMEA & International Se...
Heightened JPY volatility continues over the summer
09 Aug 2024
Contributed by Lukas
It has been another volatile week for financial markets. Lee Hardman, Senior Currency Analyst talks to Seiko Kataoka-Fisher, Head of Japanese Client F...
RBI and INR in the context of Global Volatility
07 Aug 2024
Contributed by Lukas
Michael Wan, Senior Currency Analyst with MUFG Global Markets Research Asia, and Japinder Singh, Vice President Treasury Sales, MUFG India discuss key...
Has the Fed fallen behind the curve?
02 Aug 2024
Contributed by Lukas
The Fed decided to leave rates on hold this week but was it a policy mistake? Lee Hardman, Senior Currency Analyst talks to Michael Owen, Head of Glo...
July FOMC Preview and navigating summer markets
30 Jul 2024
Contributed by Lukas
This week George Goncalves, MUFG Head of U.S. Macro Strategy, goes over the macro-olympiad of events from central banks to key data releases and concl...
Philippines - Key driving factors for the Philippines Peso
30 Jul 2024
Contributed by Lukas
Michael Wan, Senior Currency Analyst with MUFG Global Markets Research Asia, and Karina Ferreras (Kia), Vice President Treasury Sales, MUFG Philippine...
Weaker USD bias through key event risks
26 Jul 2024
Contributed by Lukas
The US dollar is closing out this week weaker with a heavy schedule of risk events next week. USD/JPY corrected 10 big figures lower high-to-low in Ju...
Our take on China's Third Plenum, property sector reform and PBoC's surprise cut
24 Jul 2024
Contributed by Lukas
Lin Li, Head of Global Markets Research Asia, discussed the main takeaways from the Third Plenum of the 20th Central Committee of the Communist Party ...
Has USD/JPY reached a turning point?
19 Jul 2024
Contributed by Lukas
Lee Hardman, Senior Currency Analyst, and Seiko Kataoka-Fisher, Director from Japanese Customer Sales for EMEA in London, discuss why the JPY has been...
Discussing recent events and what to watch before July month-end
16 Jul 2024
Contributed by Lukas
This week George Goncalves, MUFG Head of U.S. Macro Strategy, reviews recent market, macro and political events in the US. George and team have been...
Has a turning point been reached for Fed policy & USD/JPY? The Global Markets FX Week Ahead Podcast
12 Jul 2024
Contributed by Lukas
Lee Hardman, Senior Currency Analyst, and Jack Greenslade from the Global Customer Marketing Group, discuss the impact from the FX market from slowing...
Exploring the Real “Data” Story and the Upcoming CPI report
09 Jul 2024
Contributed by Lukas
This week George Goncalves, MUFG Head of U.S. Macro Strategy, reviews a recent special topic from the latest Macro2Markets Monthly report, where the t...
Are conditions falling into place for a weaker USD?
05 Jul 2024
Contributed by Lukas
Lee Hardman, Senior Currency Analyst, and Simon Mayes, Head of UK, Ireland and Switzerland, Corporate Sales, discuss the FX market implications from t...
EUR volatility ahead
28 Jun 2024
Contributed by Lukas
As we come to the mid-point of the year Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Seiko Kataoka-Fis...
What is driving FX market performance central bank policies or political risk?
21 Jun 2024
Contributed by Lukas
Lee Hardman, Senior Currency Analyst, and Jack Greenslade from the Global Customer Marketing Group, discuss the latest central bank policy updates in ...
Thoughts Post the June Macro Marathon
18 Jun 2024
Contributed by Lukas
This week George Goncalves, MUFG Head of U.S. Macro Strategy, quickly reviews that first two weeks of June, which were macro event intense with variou...
Will the euro continue to weaken ahead of the French elections?
14 Jun 2024
Contributed by Lukas
Heightened political uncertainty in France has emerged as important driver of FX market performance over the past week. Lee Hardman, Senior Currency ...