100 episodes

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

The MUFG Global Markets Podcast MUFG EMEA

    • Business
    • 5.0 • 9 Ratings

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

    The year in review for Yen rate and cross-currency basis and what to watch for in 2023: The MUFG Global Markets Podcast

    The year in review for Yen rate and cross-currency basis and what to watch for in 2023: The MUFG Global Markets Podcast

    JGB yields have been little changed as of late, while in contrast, spot Dollar/Yen has fallen sharply, and Yen cross-currency basis has tightened off the wides. Japanese investors have been unloading their foreign bond holdings, while demand for JPY bond asset swaps has been strong among foreigners, which has caused price action into the end of the year to be a little unusual.
    In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido reviews 2022 and gives his outlook for 2023, including changes in JGB issuance. He also shares his views on spot Dollar/Yen, Yen rate, and Yen basis.
    Disclaimer: www.mufgresearch.com (PDF)

    • 11 min
    Will USD selling momentum fade? The Global Markets FX Week Ahead Podcast

    Will USD selling momentum fade? The Global Markets FX Week Ahead Podcast

    The week is closing out with some modest US dollar strength after further selling this week fuelled by Fed Chair Powell’s speech on Wednesday. Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, discusses with Chris de Sibert, Head of Institutional Investors FX Sales for EMEA, the implications of Powell’s speech for the dollar going forward.
    Derek also discusses the seasonal bias for EUR/USD in December and looks ahead to next week when the Reserve Bank of Australia and the Bank of Canada will kick-start a busy month of central bank policy meetings.
    Disclaimer: www.mufgresearch.com (PDF)

    • 12 min
    Implications of the FIFA 2022 World Cup on the Middle East: The MUFG Global Markets Podcast

    Implications of the FIFA 2022 World Cup on the Middle East: The MUFG Global Markets Podcast

    The 2022 FIFA World Cup that commenced on 20 November is expected to attract billions of viewers worldwide and will bring an additional 1.5m visitors into the hosts Qatar through more than 500 shuttle flights a day. It will have wide-reaching implications for the Middle East both during the tournament as well as for its legacy once it is concluded on 18 December.
    Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research (EMEA), discusses what the FIFA World Cup means for the region and explores the potential implications across 10 key sectors.
    Disclaimer: www.mufgresearch.com (PDF)

    • 10 min
    U.S. Fixed Income – How long can a range bound market last?: The MUFG Global Markets Podcast

    U.S. Fixed Income – How long can a range bound market last?: The MUFG Global Markets Podcast

    In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves reviews the recent price action as November comes to a close. Markets have been relatively tame in the last few weeks versus what has been characterized as a volatile environment for the majority of 2022. George thinks that the tranquility in markets won’t last much longer, at least for the first half of December. George discusses the key events that lie ahead as we look to wrap up this tough year for markets. The risk for illiquidity are high as investors potentially fine tune portfolios and asset allocations. 
    Disclaimer: www.mufgresearch.com (PDF)

    • 10 min
    If Japanese investors sold a remarkable amount of U.S. Treasuries in September, why is cross-currency basis snapping tighter only now?: The MUFG Global Markets Podcast

    If Japanese investors sold a remarkable amount of U.S. Treasuries in September, why is cross-currency basis snapping tighter only now?: The MUFG Global Markets Podcast

    Dollar/Yen has started to trend downward, trading on either side of the 140-mark. JGB yields have been stable thanks to the Bank of Japan’s yield control operations, while cross-currency basis has tightened amidst foreigners' asset swap buying and Japanese investors' foreign bond selling. It is unusual for Dollar/Yen basis to tighten significantly ahead of year end, but 2022 has been an unusual year in many respects and basis is no exception.
    In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the September USTIC and October JSDA, along with MoF investing flows data. He also shares his views on spot Dollar/Yen, Yen rate, and Yen basis.
    Disclaimer: www.mufgresearch.com (PDF)

    • 13 min
    Is the coast clear for a sustained USD sell off? The Global Markets FX Week Ahead Podcast

    Is the coast clear for a sustained USD sell off? The Global Markets FX Week Ahead Podcast

    Lee Hardman, Senior Currency Analyst, and Matthieu Gloux, Head of MUFG’s Global Client Sales for EMEA, discuss the USD’s latest sell-off ahead of a keynote speech from Fed Chair Powell in the week ahead.
    Will the return of COVID risks in China provide much needed support for the USD?
    Disclaimer: www.mufgresearch.com (PDF)

    • 8 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Luke— ,

Great

Excellent overview of current affairs and impact on the markets

brendanmch ,

Real insight and knowledge

Very good insight from Lee and Derek as always

social piranah ,

I love this!

I love the voice of the person who does the intros!

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