The MUFG Global Markets Podcast MUFG EMEA
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- Business
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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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Three Key Takeaways for the FX Markets
At the end of an event-filled week for the financial markets Derek Halpenny, Head of Research Global Markets EMEA & International Securities runs through with Shan Husain, Vice President Institutional Investors FX Sales EMEA, the key takeaways for the US dollar and other FX pairs.
Derek also looks ahead to what will be in focus for the markets going forward. Derek also provides an update on MUFG Research trade views.
Disclaimer: www.mufgresearch.com (PDF) -
Contextualising the messages from CERAWeek
CERAWeek is arguably one of the most important annual events in the energy calendar. Under the theme of a “multidimensional energy transition”, the energy community is deliberating how best to navigate the “energy trilemma” of (i) affordability; (ii) security; and (iii) sustainability, in harnessing a just-and-orderly transition to net zero.
Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), contextualises the key messages of what transpired behind the scenes in Houston which mattered just as much as what got said on stage.
Disclaimer: www.mufgresearch.com (PDF) -
March FOMC Preview: The MUFG Global Markets Podcast
This week George Goncalves, MUFG Head of U.S. Macro Strategy, gives us an update on his latest view since his last podcast and highlights what is driving market sentiment and views lately. George then walks us through the March FOMC preview report, focused on what is our base-case and risks around our views into and out of the Fed meeting. George believes Chair Powell will aim to sound neutral as the market has already priced-out a lot of the recent cut expectations and the data trends remain mixed.
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How will the BoJ and Fed policy updates impact the FX market?
Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss how higher US inflation and stronger wage negotiation results in Japan have impacted the FX market over the past week.
Will the BoJ and Fed policy updates in the week ahead prove to be an important turning point for USD/JPY? -
Will USD/JPY continue to head lower?
Lee Hardman, Senior Currency Analyst, and Elizabeth Foster, Research Analyst from the Economic Research Office, discuss what has driven the sharp move lower in USD/JPY over the past week. Will downward momentum for the pair continue ahead of the BoJ’s upcoming policy meeting?
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Will upcoming events spark some revival in FX volatility?
FX volatility has fallen sharply – for some currency pairs to levels not seen since before the Global Financial Crisis.
Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Seiko Kataoka-Fisher in Japanese Client Sales about events in the week ahead that might shake the FX market out of this volatility lull, including the semi-annual testimony to Congress by Fed Chair Powell and the ECB policy meeting.
Today MUFG Research also releases its monthly Foreign Exchange Outlook and Derek outlines some key highlights, including the prospects of a BoJ rate hike in March.
Disclaimer: www.mufgresearch.com (PDF)