The MUFG Global Markets Podcast

Dec 06 2024 100 ep. 9 mins 50
The MUFG Global Markets Podcast artwork

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

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Fed to cut. Will the BoJ hike and take the yen stronger?

Dec 06 2024 22 mins  
After the release of the US jobs report for November Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Chris Jakubowski, Head of Hedge Fund FX Institutional Sales about the impact of the jobs report on Fed rate cut expectations and the US dollar. Derek and Chris also discuss the upcoming ECB meeting next week and the impact of BoJ Governor

What’s behind the correction lower for USD/JPY?

Nov 29 2024 9 mins  
Lee Hardman, Senior Currency Analyst, and Seiko Kataoka-Fisher, Director from Japanese Customer Sales for EMEA in London, discuss what has been driving USD/JPY lower over the past week. Will the BoJ hike rates before the end of this year? Disclaimer: www.mufgresearch.com (PDF)

From the lame duck session to a new administration, how to think about rates, macro and the Fed ahead

Nov 27 2024 19 mins  
This week George Goncalves, MUFG Head of U.S. Macro Strategy, walks us through some of the key topics and our views from the November monthly report, US Macro2Markets Outlook: Markets feel adrift post-election, now what? George reiterates the house call that the Fed will likely deliver another 25bp cut for 2024, bringing the total to 100bps of cuts for this past year. We think sinc

US dollar strengthens amid geopolitical risks

Nov 22 2024 13 mins  
The US dollar has had another move stronger this week and Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Jack Greenslade UK, Ireland, Swiss & ME FX Corporate Sales, about the implications for the FX markets from the increased geopolitical risks this week related to Ukraine. Derek and Jack also discuss the implications of Trump’s c

Post Election Thoughts: Has the Trump Trade run its course?

Nov 19 2024 14 mins  
This week George Goncalves, MUFG Head of U.S. Macro Strategy, discusses the market implications heading into and out of the recent US presidential election. In George’s view there are a couple schools of thoughts forming on how markets participants are looking to further position for a 2nd Trump administration, one that also has Republicans in power in the Congress as well. In on

How hard will Asian currencies be hit by the fallout from a second Trump presidency?

Nov 15 2024 19 mins  
Lee Hardman, Senior Currency Analyst in London talks to Lloyd Chan, Senior Currency Analyst in Singapore, about the implications for Asian currencies from a second Trump Presidency. Disclaimer: www.mufgresearch.com (PDF)

Back to basics approach to sustainable investing post US elections?

Nov 14 2024 4 mins  
Concerns about energy reliability, green premiums and political polarisation in recent months – that have been magnified by the outcomes of the US presidential elections – are raising questions about sustainable investing’s ability to deliver both positive impacts and strong returns on investments (RoI). In this week’s podcast, Ehsan Khoman, Head of Research – Commodities

What’s next for the USD after the US election?

Nov 08 2024 6 mins  
Donald Trump achieved a decisive victory in the US election. Lee Hardman, Senior Currency Analyst talks to Michael Owen, Head of Global Client Desk EMEA, about the implications for the USD from a second Trump presidency. Disclaimer: www.mufgresearch.com (PDF)

Trump 2.0 implications for the world of ESG

Nov 07 2024 5 mins  
Donald Trump has won the White House and Republicans have won a larger-than-expected majority in the Senate. The outlook for the House is still unclear but leans toward a very narrow Republican majority and therefore a Republican sweep. This outcome is set to have significant reverberations on a plethora of ESG dimensions. In this week’s podcast, Ehsan Khoman, Head of Research �

US election impact on ASEAN

Nov 04 2024 10 mins  
Lloyd Chan, Senior Currency Analyst at MUFG Global Markets Research Asia, speaks this week about the potential growth, monetary policy, and FX implications on ASEAN from a Harris election victory and a Trump election victory. Lloyd also highlights which ASEAN economies and currencies would underperform in an adverse Trump scenario, where 60% US tariff is imposed on all Chinese impo