The MUFG Global Markets Podcast

By MUFG EMEA

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Episodes: 100

Description

Join the MUFG Global Markets Research Team for expert analysis of the week’s most pressing topics impacting economies and the markets

Episode Date
Focus on FOMC turns to the BoJ and BoE in final full week of trading
Dec 12, 2025
Will USD/JPY continue to fall ahead of Fed & BoJ policy meetings?
Dec 05, 2025
How have fiscal concerns been impacting GBP & JPY performance?
Nov 28, 2025
Japan and UK fiscal challenges in focus
Nov 21, 2025
Will the GBP continue to underperform?
Nov 14, 2025
BoE policy outlook, the UK budget and FX and Rates implications
Nov 07, 2025
Will the yen sell-off continue after latest BoJ driven sell-off?
Oct 31, 2025
October 2025 FOMC Preview QT out, flexible reserves in… (Podcast Edition)
Oct 28, 2025
US-Japan relations in focus in key week ahead for JPY
Oct 24, 2025
How have political & trade risks impacted the FX market?
Oct 17, 2025
Political uncertainty driving FX market and gold price?
Oct 10, 2025
Will MAS ease in October?
Oct 08, 2025
Yen volatility, the BoJ and the Fed
Oct 03, 2025
It’s Still a Reach for a Goldilocks Outcome… (Podcast Edition)
Oct 01, 2025
Will stronger US growth create foundations for a bigger USD rebound?
Sep 26, 2025
US dollar gains unlikely to be sustained
Sep 19, 2025
How will the BoE’s policy update impact GBP performance?
Sep 12, 2025
Will the USD continue to fall as the Fed moves closer to cutting rates?
Sep 05, 2025
Rupiah outlook tested by protests
Sep 04, 2025
US dollar resilience unlikely to last
Aug 29, 2025
What’s next for the USD after Jackson Hole?
Aug 22, 2025
How is the changing outlook for BoJ and Fed policies impacting USD/JPY?
Aug 18, 2025
USD downside risk increasing
Aug 08, 2025
At an inflection point or another macro head fake? (Podcast Edition)
Aug 05, 2025
Weak jobs data a gamechanger
Aug 01, 2025
Will the BoJ policy update provide trigger for a JPY rebound?
Jul 25, 2025
Japan, Politics and the Yen - Is It All Priced?
Jul 18, 2025
Mid-Month Update: Balancing Tariff News vs Recent Data Trends
Jul 15, 2025
How has the FX market responded to Trump’s latest tariff announcements?
Jul 11, 2025
The BoJ, yen and Trump’s tariff announcement
Jul 04, 2025
June 2025 NFP Preview (Podcast Edition)
Jul 02, 2025
What's next for the USD after Middle East tensions ease?
Jun 27, 2025
USD downside risks persist in most Middle East scenarios
Jun 20, 2025
June 2025 FOMC Preview Podcast Edition - It’s never “too late” to pivot (so long as it’s to the dovish side)
Jun 17, 2025
Will Middle East tensions trigger a reversal of the weakening USD trend?
Jun 13, 2025
Malaysia's strong investment to support ringgit
Jun 12, 2025
What's next for the USD after the latest NFP report?
Jun 06, 2025
The Great Whiplash (Podcast Version)
Jun 03, 2025
US dollar confidence to remain an issue
May 30, 2025
Indonesia policy and FX outlook
May 28, 2025
What’s behind the latest USD sell-off?
May 23, 2025
Foreign investors still buying UST bonds
May 16, 2025
Is a USD recovery underway?
May 09, 2025
May 2025 FOMC Preview: Inaction is action (and a potential policy mistake)…
May 06, 2025
USD Sell-off Intensifies Despite Strong US Jobs Data
May 02, 2025
An April to Remember…
Apr 29, 2025
What’s next for USD/JPY after it briefly dropped below 140.00?
Apr 25, 2025
Stemming the US crisis of confidence
Apr 11, 2025
Trump’s Tariff-palooza: Macro & Market Impacts…
Apr 08, 2025
What has been the impact of Trump’s tariff war in the FX market?
Apr 04, 2025
Reciprocal tariff plans are not fully priced
Mar 28, 2025
What are the main takeaways for the FX market from this week's central bank updates?
Mar 21, 2025
March 2025 FOMC Preview: Not in a hurry to get worried
Mar 18, 2025
Eventful week ahead with BoJ key for JPY direction
Mar 14, 2025
All change in the FX market as US exceptionalism is challenged?
Mar 07, 2025
China NPC 2025: Proactive policies support a positive transition of growth model
Mar 07, 2025
US Macro Insights February 2025 NFP Preview (Podcast Version)
Mar 04, 2025
JPY upside risks
Feb 28, 2025
What's been driving the stronger JPY and will it continue?
Feb 21, 2025
Thoughts from Asia & Europe on what has been contributing to a weaker USD
Feb 14, 2025
US Macro Insights January 2025 CPI Preview Podcast Version
Feb 11, 2025
Trump tariff delay triggers correction lower for USD?
Feb 07, 2025
Risk-Off Flashpoint (Now in Focus) Podcast Version
Feb 04, 2025
Trade tariffs – will he, won’t he? USD swings ahead
Jan 31, 2025
January 2025 FOMC Preview: Defiantly Data Dependent?
Jan 28, 2025
What’s next for the USD after setback at start of Trump’s second term?
Jan 24, 2025
Will Trump’s inauguration fuel renewed USD buying ahead of anticipated BoJ rate hike?
Jan 17, 2025
What are the spill-overs into the FX market from the worsening bond market sell-off?
Jan 10, 2025
US 2025 Outlook: A Balancing Act (Podcast Version)
Jan 07, 2025
US Dollar Projections Post-FOMC: Discussions on Trump Policies, BoJ and the outlook for the Yen
Dec 20, 2024
Asia FX 2025 Outlook Podcast Series #4: How will ASEAN FX perform?
Dec 16, 2024
Asia FX 2025 Outlook Podcast Series #3: Outperformers and Vietnam as microcosm of China+1
Dec 16, 2024
Asia FX 2025 Outlook Podcast Series #2: The levers to stimulate China's growth
Dec 16, 2024
Asia FX 2025 Outlook Podcast Series #1: Navigating Asia FX markets in Trump 2.0
Dec 16, 2024
Why has the USD strengthened even as the Fed is set to cut rates again next week?
Dec 13, 2024
Fed to cut. Will the BoJ hike and take the yen stronger?
Dec 06, 2024
What’s behind the correction lower for USD/JPY?
Nov 29, 2024
From the lame duck session to a new administration, how to think about rates, macro and the Fed ahead
Nov 27, 2024
US dollar strengthens amid geopolitical risks
Nov 22, 2024
Post Election Thoughts: Has the Trump Trade run its course?
Nov 19, 2024
How hard will Asian currencies be hit by the fallout from a second Trump presidency?
Nov 15, 2024
What’s next for the USD after the US election?
Nov 08, 2024
US election impact on ASEAN
Nov 05, 2024
The US dollar into and beyond the US elections
Nov 01, 2024
What's next for the JPY after Japan steps up intervention threat?
Oct 25, 2024
RBI and Indian Rupee amidst US Election Risks
Oct 24, 2024
Pricing in a higher Trump risk premium in the USD
Oct 18, 2024
USD buying momentum may fade from here
Oct 11, 2024
Jumbo strong jobs report derails the future of jumbo rate cuts, for now…
Oct 08, 2024
What's behind the abrupt reversal of the weaker USD trend?
Oct 04, 2024
Japan’s political ‘changing of the guard’ and JPY implications
Sep 27, 2024
What is the fall out for the USD & JPY after Fed decides to start easing with a bang?
Sep 20, 2024
The 1st cut in the cycle, 50bp or bust?
Sep 17, 2024
What’s next for the USD ahead of the Fed’s pivotal policy meeting?
Sep 13, 2024
FX Outlook and market pricing for the scale of rate cuts ahead
Aug 30, 2024
The ghosts of August 2007 and the time has come for rate cuts post Jackson hole
Aug 27, 2024
Indonesia Policy and FX outlook
Aug 27, 2024
Powell suggests growing labour market concerns
Aug 23, 2024
The status of Chinese economy, potential policies and the USDCNY
Aug 23, 2024
Thoughts ahead of Jackson Hole and into early September
Aug 20, 2024