The MUFG Global Markets Podcast

MUFG EMEA
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The MUFG Global Markets Podcast

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

  1. 22 HR AGO

    US Dollar Projections Post-FOMC: Discussions on Trump Policies, BoJ and the outlook for the Yen

    In this final MUFG Global Markets Week Ahead podcast of 2024, Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Jack Greenslade UK, Ireland & Swiss Corporate Sales about the US dollar following the final FOMC meeting of the year on Wednesday and about the outlook for the dollar as we approach the beginning of 2025. Derek and Jack cover Trump policies, his ability to trigger US dollar depreciation, the BoJ and the outlook for the yen. Disclaimer: www.mufgresearch.com (PDF)

    14 min

  2. 1 DAY AGO

    ESG 2025 outlook

    Ten years after the landmark Paris Agreement and nearly halfway through what has been called a “decisive decade” for climate change, a divergent gap exists between, what is needed and what has been achieved, in scaling the deployment of decarbonisation technologies. In this week’s podcast, Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), discusses MUFG’s ESG 2025 outlook that delves into three reality checks on the energy transition and three proposed solutions. Understanding these physical challenges can enable corporates and policymakers to navigate where to play offense to capture viable opportunities today, where to anticipate and address bottlenecks, and how best to tackle the most demanding challenges through a blend of innovation and system recalibration. Disclaimer: www.mufgresearch.com (PDF)

    5 min

  3. 5 DAYS AGO

    Asia FX 2025 Outlook Podcast Series #4: How will ASEAN FX perform?

    Lloyd Chan, Senior Currency Analyst at MUFG Global Markets Research Asia, speaks this week about the growth and FX implications on ASEAN economies in 2025 under a second Trump presidency. (Please see link to Disclaimer: Disclaimer - MUFG Research)

    9 min

  4. 5 DAYS AGO

    Asia FX 2025 Outlook Podcast Series #3: Outperformers and Vietnam as microcosm of China+1

    Michael Wan, Senior Currency Analyst with MUFG Global Markets Research Asia discusses two key themes, the possible outperformers, PHP and INR, and also how Trump 2.0 will likely focus on the Chinese-linked supply chain this time around and thereby impact Vietnam.  (Please see link to Disclaimer: Disclaimer - MUFG Research)

    11 min

  5. 5 DAYS AGO

    Asia FX 2025 Outlook Podcast Series #2: The levers to stimulate China's growth

    Lin Li, Head of MUFG Global Markets Research Asia, discusses the status of the Chinese economy, the levers to stimulate China's growth in 2025, and implication of Trump’s tariffs on Chinese economy, USD/CNY pair and its ripple effects on Asian peers. (Please see link to Disclaimer: Disclaimer - MUFG Research)

    11 min

  6. 5 DAYS AGO

    Asia FX 2025 Outlook Podcast Series #1: Navigating Asia FX markets in Trump 2.0

    Lin Li, Head of MUFG Global Markets Research Asia, discusses main themes governing Asia FX movements and the Asia FX outlook for 2025. Lin highlights the possible impact of Trump's trade policies and tariffs on Chinese and Asian economies and Asia FX, as well as implications of Fed's easing cycle and semiconductor cycle. (Please see link to Disclaimer: Disclaimer - MUFG Research)

    10 min

  7. 13 DEC

    Why has the USD strengthened even as the Fed is set to cut rates again next week?

    Lee Hardman, Senior Currency Analyst, and Simon Mayes, Head of UK, Ireland and Switzerland, Corporate Sales, discuss what has been driving a stronger USD over the past week.Will the policy pledge from China to provide more support for growth help dampen USD strength?    Disclaimer: www.mufgresearch.com (PDF)

    8 min

  8. 6 DEC

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

    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 Ueda’s comments this week in a Nikkei interview. Was this interview the BoJ prepping the market for a December rate hike and what would that mean for the yen? Disclaimer: www.mufgresearch.com (PDF)

    23 min
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About

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

Information

  • Creator
    MUFG EMEA
  • Years Active
    2018 - 2024
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2022 - MUFG EMEA All rights reserved.
  • Show Website
    The MUFG Global Markets Podcast

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