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Episode | Date |
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Has the tide turned for USD/JPY?
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May 03, 2024 |
EU Green Deal Push(back)
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May 03, 2024 |
May FOMC Preview and still worried about macro divergences: The MUFG Global Markets Podcat
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May 01, 2024 |
BoJ policy outlook and why the MoF has not yet intervened
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Apr 26, 2024 |
What are the implications for the FX market from rising geopolitical tensions?
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Apr 19, 2024 |
Gauging the geopolitical risk premium from heightened animosities in the Middle East
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Apr 19, 2024 |
FX lull ends signalling USD gains ahead
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Apr 12, 2024 |
Is the USD poised for a bullish break out?
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Apr 05, 2024 |
Latest Fed thoughts and themes from the latest monthly: The MUFG Global Markets Podcast
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Apr 02, 2024 |
Three Key Takeaways for the FX Markets
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Mar 22, 2024 |
Contextualising the messages from CERAWeek
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Mar 22, 2024 |
March FOMC Preview: The MUFG Global Markets Podcast
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Mar 20, 2024 |
How will the BoJ and Fed policy updates impact the FX market?
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Mar 15, 2024 |
Will USD/JPY continue to head lower?
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Mar 08, 2024 |
Will upcoming events spark some revival in FX volatility?
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Mar 01, 2024 |
Contextualising commodities strength when the Fed cuts interest rates
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Mar 01, 2024 |
Will G10 FX carry trades continue to outperform?
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Feb 23, 2024 |
ESG implications stemming from 2024's election bonanza
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Feb 23, 2024 |
Is fading USD momentum signalling a turn?
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Feb 16, 2024 |
Examining the feasibility of the EU’s 2040 climate targets
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Feb 16, 2024 |
The Trouble with Turnover: The MUFG Global Markets Podcast
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Feb 15, 2024 |
Higher CPI sends Goldilocks a rude reminder: The MUFG Global Markets Podcast
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Feb 14, 2024 |
USD extends advance against low yielding G10 currencies of CHF & JPY
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Feb 09, 2024 |
What is green? Examining global taxonomies
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Feb 09, 2024 |
5 ESG questions in 2024 for the energy sector
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Feb 06, 2024 |
Will the USD strengthen further on the back of US exceptionalism?
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Feb 02, 2024 |
January FOMC Preview: The MUFG Global Markets Podcast
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Jan 31, 2024 |
Event risk ahead - FX volatility set to pick up
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Jan 26, 2024 |
Could France's new ESG ruling lead to divestments from the energy sector?
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Jan 26, 2024 |
Will the USD’s strong start to the year continue?
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Jan 19, 2024 |
What has been driving the FX market at the start of 2024?
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Jan 12, 2024 |
2024 outlooks – commodities, energy, emerging markets and geopolitics
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Jan 12, 2024 |
2024 Desk Strategy Outlook: Credit Market Views: The MUFG Global Markets Podcast
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Jan 11, 2024 |
2024 Desk Strategy Outlook: Agency MBS Views: The MUFG Global Markets Podcast
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Jan 10, 2024 |
2024 Outlook Series: Exploring the Macro Economy and Fed View Ahead: The MUFG Global Markets Podcast
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Jan 09, 2024 |
US jobs impact on the US dollar and MUFG’s 2024 FX views
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Jan 05, 2024 |
Falling inflation remains an important driver for the FX market ahead of the Christmas holidays
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Dec 22, 2023 |
ESG Series: ESG 2024 outlook
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Dec 22, 2023 |
USD hit hard after Fed opens door to rate cuts. Will the USD sell-off be sustained?
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Dec 15, 2023 |
ESG Series: COP28 Outcomes
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Dec 15, 2023 |
December FOMC & 2024 Outlook Preview: The MUFG Global Markets Podcast
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Dec 13, 2023 |
JPY surges – what lies ahead for USD/JPY?
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Dec 08, 2023 |
ESG Series: COP28 progress so far | MUFG Global Markets Podcast
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Dec 08, 2023 |
Will the USD sell off extend further?
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Dec 01, 2023 |
ESG Series: COP28 expectations and implications – What you need to know
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Dec 01, 2023 |
The US dollar weaker across all G10 currencies once again
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Nov 24, 2023 |
U.S. Markets, is risk-on whistling past the bond-yard?: The MUFG Global Markets Podcast
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Nov 22, 2023 |
FX market fallout from slowing inflation
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Nov 17, 2023 |
FX consolidation ahead of key inflation data
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Nov 10, 2023 |
The MUFG Global Markets Podcast: 2023’s never ending conga line of black swan events
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Nov 09, 2023 |
Is the peak now in place for the USD and US yields?
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Nov 03, 2023 |
Quick FOMC preview as the BoJ and Q.R.A. take the spotlight: The MUFG Global Markets Podcast
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Nov 01, 2023 |
FX vol could spike with busy week ahead
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Oct 27, 2023 |
New highs for US yields but not the USD
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Oct 20, 2023 |
Examining Middle East geopolitical risks and sovereign spreads
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Oct 20, 2023 |
The State of Housing Edition: The MUFG Global Markets Podcast
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Oct 18, 2023 |
Geopolitics vs Macro in the Week Ahead
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Oct 13, 2023 |
Global market implications from the crisis in Israel
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Oct 13, 2023 |
Are US yields and the USD closer to peaking out?
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Oct 06, 2023 |
Commodities outlook into year-end
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Oct 06, 2023 |
Rates up, risk down, macro influx (same as it ever was)…
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Oct 04, 2023 |
USD weakens. What will a government shutdown bring?
|
Sep 29, 2023 |
COP28 expectations with two months to go
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Sep 29, 2023 |
The role of AI in scaling ESG’s maturation
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Sep 22, 2023 |
Assessing the fallout for the FX market for the busy week of G10 central bank updates
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Sep 22, 2023 |
100 dollar oil?
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Sep 22, 2023 |
September 2023 FOMC Preview and Market Implications
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Sep 20, 2023 |
No stopping the USD rally after a temporary setback
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Sep 15, 2023 |
US Inflation Reduction Act (IRA) one year on – contextualising the capex supercycle
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Sep 15, 2023 |
Response to the question ”Who is Going to buy MBS” | The MUFG Global Markets Podcast
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Sep 14, 2023 |
What’s next for China’s economy & CNY? | The Global Markets FX Week Ahead Podcast
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Sep 08, 2023 |
US jobs data no gamechanger for FX and rates | The Global Markets FX Week Ahead Podcast
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Sep 01, 2023 |
Will the USD rally continue beyond Jackson Hole?
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Aug 25, 2023 |
ESG Series: AI’s influence in scaling ESG’s maturation – Transformative or disruptive? | The MUFG Global Markets Podcast
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Aug 24, 2023 |
US dollar bullish bias intact – China and Powell in focus | The Global Markets FX Week Ahead Podcast
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Aug 18, 2023 |
U.S. Fiscal Perspectives and Views thru Labor Day
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Aug 16, 2023 |
US inflation softer, but yields & USD higher – what’s going on? | The Global Markets FX Week Ahead Podcast
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Aug 11, 2023 |
The Lowdown on Turnover and Carry Conviction: The MUFG Global Markets Podcast
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Aug 10, 2023 |
What has been driving the recent pick-up in FX market volatility? | The Global Markets FX Week Ahead Podcast
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Aug 04, 2023 |
ESG perspectives on the global energy outlook | The Global Markets Podcast
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Aug 04, 2023 |
What impact will the BoJ’s policy adjustment have on the FX market? | The Global Markets FX Week Ahead Podcast
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Jul 28, 2023 |
July FOMC Preview – One (more) and done? Likely the last hike but they will stay data dependent in case inflation flares up again…
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Jul 26, 2023 |
BoJ YCC Policy Update with a Tokyo Perspective | The Global Markets FX Week Ahead Podcast
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Jul 21, 2023 |
ESG Series: COP28 expectations with four months to go – The journey from Bonn to Dubai | The Global Markets Podcast
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Jul 21, 2023 |
What’s behind the latest leg lower for the USD? : The Global Markets FX Week Ahead Podcast
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Jul 14, 2023 |
2023 1st half review and 2nd half outlook
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Jul 12, 2023 |
Federal Reserve vs BoJ policy – USD/JPY reversal: The Global Markets FX Week Ahead Podcast
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Jul 07, 2023 |
Intervention risk is back in focus for USD/JPY - The Global Markets FX Week Ahead Podcast
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Jun 30, 2023 |
What next for FX and rates after key Central Bank meetings? The Global Markets FX Week Ahead Podcast
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Jun 23, 2023 |
Mid-year emerging markets outlook – The Global Markets Podcast
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Jun 23, 2023 |
What are FX implications of the latest Central Bank updates? The Global Markets FX Week Ahead Podcast
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Jun 16, 2023 |
ESG Series: Putting global carbon markets to work – Scaling up to meet net zero ambitions: The MUFG Global Markets Podcast
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Jun 16, 2023 |
Summer Turnover Beating Expectations and the Set-up to 120 Mortgage Basis
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Jun 15, 2023 |
June FOMC Preview: A skip is in store but all about the messaging...
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Jun 14, 2023 |
Japanese lifer earnings, cross-border securities flows and the June BoJ meeting – The MUFG Global Markets Podcast
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Jun 13, 2023 |
Will the Fed reinforce USD sell-off? The Global Markets FX Week Ahead Podcast
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Jun 09, 2023 |
Exploring liquidity dynamics that may supercharge the Fed’s tightening efforts during the summer…
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Jun 07, 2023 |
The Nikkei flirts with valuations not seen in over a generation as the Yen depreciates while Yen rate and basis remain highly unchanged – The MUFG Global Markets Podcast
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Jun 06, 2023 |
The Elephant in the Room – US Long-term Debt Outlook | The MUFG Global Markets Podcast
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Jun 02, 2023 |
Will OPEC+ surprise global oil markets? The MUFG Global Markets Podcast
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Jun 02, 2023 |