The MUFG Global Markets Podcast

By MUFG EMEA

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by MUFG EMEA

Category: Business

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 8
Reviews: 0
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
Has the tide turned for USD/JPY?
May 03, 2024
EU Green Deal Push(back)
May 03, 2024
May FOMC Preview and still worried about macro divergences: The MUFG Global Markets Podcat
May 01, 2024
BoJ policy outlook and why the MoF has not yet intervened
Apr 26, 2024
What are the implications for the FX market from rising geopolitical tensions?
Apr 19, 2024
Gauging the geopolitical risk premium from heightened animosities in the Middle East
Apr 19, 2024
FX lull ends signalling USD gains ahead
Apr 12, 2024
Is the USD poised for a bullish break out?
Apr 05, 2024
Latest Fed thoughts and themes from the latest monthly: The MUFG Global Markets Podcast
Apr 02, 2024
Three Key Takeaways for the FX Markets
Mar 22, 2024
Contextualising the messages from CERAWeek
Mar 22, 2024
March FOMC Preview: The MUFG Global Markets Podcast
Mar 20, 2024
How will the BoJ and Fed policy updates impact the FX market?
Mar 15, 2024
Will USD/JPY continue to head lower?
Mar 08, 2024
Will upcoming events spark some revival in FX volatility?
Mar 01, 2024
Contextualising commodities strength when the Fed cuts interest rates
Mar 01, 2024
Will G10 FX carry trades continue to outperform?
Feb 23, 2024
ESG implications stemming from 2024's election bonanza
Feb 23, 2024
Is fading USD momentum signalling a turn?
Feb 16, 2024
Examining the feasibility of the EU’s 2040 climate targets
Feb 16, 2024
The Trouble with Turnover: The MUFG Global Markets Podcast
Feb 15, 2024
Higher CPI sends Goldilocks a rude reminder: The MUFG Global Markets Podcast
Feb 14, 2024
USD extends advance against low yielding G10 currencies of CHF & JPY
Feb 09, 2024
What is green? Examining global taxonomies
Feb 09, 2024
5 ESG questions in 2024 for the energy sector
Feb 06, 2024
Will the USD strengthen further on the back of US exceptionalism?
Feb 02, 2024
January FOMC Preview: The MUFG Global Markets Podcast
Jan 31, 2024
Event risk ahead - FX volatility set to pick up
Jan 26, 2024
Could France's new ESG ruling lead to divestments from the energy sector?
Jan 26, 2024
Will the USD’s strong start to the year continue?
Jan 19, 2024
What has been driving the FX market at the start of 2024?
Jan 12, 2024
2024 outlooks – commodities, energy, emerging markets and geopolitics
Jan 12, 2024
2024 Desk Strategy Outlook: Credit Market Views: The MUFG Global Markets Podcast
Jan 11, 2024
2024 Desk Strategy Outlook: Agency MBS Views: The MUFG Global Markets Podcast
Jan 10, 2024
2024 Outlook Series: Exploring the Macro Economy and Fed View Ahead: The MUFG Global Markets Podcast
Jan 09, 2024
US jobs impact on the US dollar and MUFG’s 2024 FX views
Jan 05, 2024
Falling inflation remains an important driver for the FX market ahead of the Christmas holidays
Dec 22, 2023
ESG Series: ESG 2024 outlook
Dec 22, 2023
USD hit hard after Fed opens door to rate cuts. Will the USD sell-off be sustained?
Dec 15, 2023
ESG Series: COP28 Outcomes
Dec 15, 2023
December FOMC & 2024 Outlook Preview: The MUFG Global Markets Podcast
Dec 13, 2023
JPY surges – what lies ahead for USD/JPY?
Dec 08, 2023
ESG Series: COP28 progress so far | MUFG Global Markets Podcast
Dec 08, 2023
Will the USD sell off extend further?
Dec 01, 2023
ESG Series: COP28 expectations and implications – What you need to know
Dec 01, 2023
The US dollar weaker across all G10 currencies once again
Nov 24, 2023
U.S. Markets, is risk-on whistling past the bond-yard?: The MUFG Global Markets Podcast
Nov 22, 2023
FX market fallout from slowing inflation
Nov 17, 2023
FX consolidation ahead of key inflation data
Nov 10, 2023
The MUFG Global Markets Podcast: 2023’s never ending conga line of black swan events
Nov 09, 2023
Is the peak now in place for the USD and US yields?
Nov 03, 2023
Quick FOMC preview as the BoJ and Q.R.A. take the spotlight: The MUFG Global Markets Podcast
Nov 01, 2023
FX vol could spike with busy week ahead
Oct 27, 2023
New highs for US yields but not the USD
Oct 20, 2023
Examining Middle East geopolitical risks and sovereign spreads
Oct 20, 2023
The State of Housing Edition: The MUFG Global Markets Podcast
Oct 18, 2023
Geopolitics vs Macro in the Week Ahead
Oct 13, 2023
Global market implications from the crisis in Israel
Oct 13, 2023
Are US yields and the USD closer to peaking out?
Oct 06, 2023
Commodities outlook into year-end
Oct 06, 2023
Rates up, risk down, macro influx (same as it ever was)…
Oct 04, 2023
USD weakens. What will a government shutdown bring?
Sep 29, 2023
COP28 expectations with two months to go
Sep 29, 2023
The role of AI in scaling ESG’s maturation
Sep 22, 2023
Assessing the fallout for the FX market for the busy week of G10 central bank updates
Sep 22, 2023
100 dollar oil?
Sep 22, 2023
September 2023 FOMC Preview and Market Implications
Sep 20, 2023
No stopping the USD rally after a temporary setback
Sep 15, 2023
US Inflation Reduction Act (IRA) one year on – contextualising the capex supercycle
Sep 15, 2023
Response to the question ”Who is Going to buy MBS” | The MUFG Global Markets Podcast
Sep 14, 2023
What’s next for China’s economy & CNY? | The Global Markets FX Week Ahead Podcast
Sep 08, 2023
US jobs data no gamechanger for FX and rates | The Global Markets FX Week Ahead Podcast
Sep 01, 2023
Will the USD rally continue beyond Jackson Hole?
Aug 25, 2023
ESG Series: AI’s influence in scaling ESG’s maturation – Transformative or disruptive? | The MUFG Global Markets Podcast
Aug 24, 2023
US dollar bullish bias intact – China and Powell in focus | The Global Markets FX Week Ahead Podcast
Aug 18, 2023
U.S. Fiscal Perspectives and Views thru Labor Day
Aug 16, 2023
US inflation softer, but yields & USD higher – what’s going on? | The Global Markets FX Week Ahead Podcast
Aug 11, 2023
The Lowdown on Turnover and Carry Conviction: The MUFG Global Markets Podcast
Aug 10, 2023
What has been driving the recent pick-up in FX market volatility? | The Global Markets FX Week Ahead Podcast
Aug 04, 2023
ESG perspectives on the global energy outlook | The Global Markets Podcast
Aug 04, 2023
What impact will the BoJ’s policy adjustment have on the FX market? | The Global Markets FX Week Ahead Podcast
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…
Jul 26, 2023
BoJ YCC Policy Update with a Tokyo Perspective | The Global Markets FX Week Ahead Podcast
Jul 21, 2023
ESG Series: COP28 expectations with four months to go – The journey from Bonn to Dubai | The Global Markets Podcast
Jul 21, 2023
What’s behind the latest leg lower for the USD? : The Global Markets FX Week Ahead Podcast
Jul 14, 2023
2023 1st half review and 2nd half outlook
Jul 12, 2023
Federal Reserve vs BoJ policy – USD/JPY reversal: The Global Markets FX Week Ahead Podcast
Jul 07, 2023
Intervention risk is back in focus for USD/JPY - The Global Markets FX Week Ahead Podcast
Jun 30, 2023
What next for FX and rates after key Central Bank meetings? The Global Markets FX Week Ahead Podcast
Jun 23, 2023
Mid-year emerging markets outlook – The Global Markets Podcast
Jun 23, 2023
What are FX implications of the latest Central Bank updates? The Global Markets FX Week Ahead Podcast
Jun 16, 2023
ESG Series: Putting global carbon markets to work – Scaling up to meet net zero ambitions: The MUFG Global Markets Podcast
Jun 16, 2023
Summer Turnover Beating Expectations and the Set-up to 120 Mortgage Basis
Jun 15, 2023
June FOMC Preview: A skip is in store but all about the messaging...
Jun 14, 2023
Japanese lifer earnings, cross-border securities flows and the June BoJ meeting – The MUFG Global Markets Podcast
Jun 13, 2023
Will the Fed reinforce USD sell-off? The Global Markets FX Week Ahead Podcast
Jun 09, 2023
Exploring liquidity dynamics that may supercharge the Fed’s tightening efforts during the summer…
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
Jun 06, 2023
The Elephant in the Room – US Long-term Debt Outlook | The MUFG Global Markets Podcast
Jun 02, 2023
Will OPEC+ surprise global oil markets? The MUFG Global Markets Podcast
Jun 02, 2023