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MUFG EMEA
The MUFG Global Markets PodcastEpisodes
MUFG EMEA
The MUFG Global Markets Podcast
A daily Business podcast
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Episodes of The MUFG Global Markets Podcast
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As we come to the mid-point of the year Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Seiko Kataoka-Fisher, Head of JC FX Sales about MUFG’s forecasts and where the biggest divergences have been relati
Climate negotiators met at their intersessional climate talks, known as SB60 (the 60th meeting of the Subsidiary Bodies), at Bonn, Germany, between 3-13 June. The deliberations were supposed to lay the foundations for progress to be made at COP
Lee Hardman, Senior Currency Analyst, and Jack Greenslade from the Global Customer Marketing Group, discuss the latest central bank policy updates in Europe. Will the policy updates alter European currency performance ahead of the upcoming Fren
Notwithstanding the pivot to the right in France, Italy and Germany during parliamentary elections earlier this month, the EU Green Deal – the continent’s flagship framework in making Europe climate neutral by 2050, is alive and well (in aggreg
This week George Goncalves, MUFG Head of U.S. Macro Strategy, quickly reviews that first two weeks of June, which were macro event intense with various central bank meetings and inflation reports among other things. The more hawkish Fed event l
Heightened political uncertainty in France has emerged as important driver of FX market performance over the past week. Lee Hardman, Senior Currency Analyst talks to Michael Owen, Head of Global Client Desk EMEA, about how election risks in Fra
Last weekend’s EU elections marked the end of the bloc’s greenest parliament ever with the overall “shift to the right”, though centrist parties still retained the majority.Whilst the post 2030 climate agenda could be weakened in ambition, Ehs
This week George Goncalves, MUFG Head of U.S. Macro Strategy, gets us caught up on what has been happening in global macro and markets, with a focus on recapping the May NFP jobs report, which he believes wasn’t as strong as the headlines sugge
With the rupiah falling to a four-year low, it's perhaps timely for us to re-assess our short-term outlook for the currency. We also delve into how the long-term appeal of the rupiah has improved, led by EV.
The US jobs data was much stronger than expected today and Derek Halpenny, Head of Research Global Markets EMEA & International Securities, speaks to Shan Husain, Institutional FX Sales about the implications of the data for the dollar and ahea
The International Energy Agency (IEA) released its 2024 iteration of its flagship World Energy Investment (WEI) report this week, with a wealth of insights into the latest investment trends across the global energy landscape that aims to suppor
Lee Hardman, Senior Currency Analyst, and Seiko Kataoka-Fisher, Vice President from Japanese Customer Sales for EMEA in London, discuss what to expect from next week’s BoC and ECB policy meetings. Will the FX market impact from the policy updat
The power grid – arguably the backbone of the global economy – is the backbone of the energy transition but also its main bottleneck. We are at a critical convergence of the demand ramp-up of an increasingly electrified economy – driven by the
Michael Wan, Senior Currency Analyst with Global Markets Research Asia, discuss three key things to watch in India - 1) the upcoming General Elections, 2) RBI policy on 7 June, and 3) the impact of larger than expected dividends from RBI
This week Derek Halpenny, Head of Research Global Markets EMEA and International Securities talks to Abdul-Ahad Lockhart, currency analyst, about safe-havens in the FX market.What determines safe-haven currencies and what other factors need to
The European Securities and Markets Authority (ESMA) has released its long-awaited final report on the guidelines on funds’ names using ESG or sustainability-related terms, which are set to significantly impact the ESG fund market.In this week
Lee Hardman, Senior Currency Analyst, and Seiko Kataoka-Fisher, Vice President from Japanese Customer Sales for EMEA in London, discuss why the USD has been weakening in recent weeks and whether it is likely to extend further.Will Biden’s deci
With six months to go, the outcome of the US presidential elections – along with control of the Senate – is likely to have a profound impact across environmental, social and governance (ESG) issues.Ehsan Khoman, Head of Research – Commodities,
This week George Goncalves, MUFG Head of U.S. Macro Strategy, recaps what he has learned from the various trips he has been on while visiting investors and how it compares to our house view. He also goes over his short-term views on inflation a
From the best performing G10 currency last week, the yen has turned and is the worst performer this week. Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Simon Mayes, Head of UK Ireland and Switzerland F
Lee Hardman, Senior Currency Analyst, and Andrea Hayward, Vice President of the Japanese Client Sales Group for EMEA in London, discuss the fallout from a volatile week for USD/JPY.What have been the main drivers behind the sharp correction lo
EU parliamentary elections in June are fast approaching and the decibels of debate surrounding the Green Deal legislation are rising. Certain investors have suggested that a shift in political attention away from the Green Deal and that recent
This week George Goncalves, MUFG Head of U.S. Macro Strategy, walks through what to expect at the May FOMC meeting. We believe that QT will be tapered while the Fed will start to acknowledge that real rates are too restrictive. Our base case is
After today’s BoJ policy meeting and the heavy yen selling, Derek Halpenny, Head of Research Global Markets EMEA & International Securities, talks to Chris Jakubowski, Director – Institutional FX Sales, about the BoJ policy outlook ahead follow
Heightened geopolitical risks in the Middle East have been an important driver of the FX market over the past week. Lee Hardman, Senior Currency Analyst talks to Michael Owen, Head of Global Client Desk EMEA, about how geopolitical risks are im
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