The MUFG Global Markets Podcast

By MUFG EMEA

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by MUFG EMEA

Category: Business

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 9
Reviews: 0
Episodes: 100

Description

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

Episode Date
Why have higher energy prices failed to trigger a stronger USD?
Jul 17, 2026
Policy Shifts and Market Risks: Japan, Inflation, and the Fed
Jul 10, 2026
How much further can the USD strengthen?
Jun 26, 2026
FX Crosscurrents: The Impact of Global Central Bank Decisions
Jun 19, 2026
A pivotal week for the USD?
Jun 12, 2026
Stronger Jobs, Stronger Dollar: What It Means for EUR/USD, ECB, and the BoJ
Jun 05, 2026
Ceasefire deal and divergent policies
May 29, 2026
How have the latest macro data & political developments impacted the outlook for the GBP?
May 22, 2026
US dollar rebounds – yield’s renewed influence on FX
May 15, 2026
How are Middle East risks & intervention contributing to a weaker USD?
May 08, 2026
Can USD/JPY Extend Its Decline After BoJ Intervention?
May 01, 2026
How is the energy price shock impacting FX market performance and major central bank policies?
Apr 24, 2026
Oil Eases, Dollars React: What the Strait of Hormuz Reopening Means for Markets
Apr 17, 2026
What’s next for the USD after the ceasefire in the Middle East?
Apr 10, 2026
Middle East Tensions and the FX Outlook: De Escalation vs. Deterioration
Mar 27, 2026
How are major central banks and the FX market reacting to the worsening energy price shock?
Mar 20, 2026
What do rising geopolitical risks and crude moves mean for the USD?
Mar 13, 2026
How is the Middle East conflict impacting the FX market?
Mar 06, 2026
What’s Driving Renewed Yen Weakness as Geopolitical Tensions Between Iran and the US Rise?
Feb 27, 2026
The US dollar advanced this week as economic data and the FOMC minutes prompted investors to pare rate cut expectations ahead
Feb 20, 2026
How has Japan's election results & US data impacted the FX market?
Feb 13, 2026
How is the Lower House election impacting the yen?
Feb 06, 2026
USD challenges to persist
Jan 30, 2026
January 2026 FOMC Preview - Dovish under pressure? (Podcast Edition)
Jan 28, 2026
How has the USD been impacted by geopolitical risks?
Jan 23, 2026
How are political and intervention risks impacting the JPY?
Jan 16, 2026
Implications of US jobs data and possible Japan election
Jan 09, 2026
MUFG 2026 Strategy Outlook – Smooth Sailing Ahead? (Podcast Edition)
Jan 08, 2026
Focus on FOMC turns to the BoJ and BoE in final full week of trading
Dec 12, 2025
Will USD/JPY continue to fall ahead of Fed & BoJ policy meetings?
Dec 05, 2025
How have fiscal concerns been impacting GBP & JPY performance?
Nov 28, 2025
Japan and UK fiscal challenges in focus
Nov 21, 2025
Will the GBP continue to underperform?
Nov 14, 2025
BoE policy outlook, the UK budget and FX and Rates implications
Nov 07, 2025
Will the yen sell-off continue after latest BoJ driven sell-off?
Oct 31, 2025
October 2025 FOMC Preview QT out, flexible reserves in… (Podcast Edition)
Oct 28, 2025
US-Japan relations in focus in key week ahead for JPY
Oct 24, 2025
How have political & trade risks impacted the FX market?
Oct 17, 2025
Political uncertainty driving FX market and gold price?
Oct 10, 2025
Will MAS ease in October?
Oct 08, 2025
Yen volatility, the BoJ and the Fed
Oct 03, 2025
It’s Still a Reach for a Goldilocks Outcome… (Podcast Edition)
Oct 01, 2025
Will stronger US growth create foundations for a bigger USD rebound?
Sep 26, 2025
US dollar gains unlikely to be sustained
Sep 19, 2025
How will the BoE’s policy update impact GBP performance?
Sep 12, 2025
Will the USD continue to fall as the Fed moves closer to cutting rates?
Sep 05, 2025
Rupiah outlook tested by protests
Sep 04, 2025
US dollar resilience unlikely to last
Aug 29, 2025
What’s next for the USD after Jackson Hole?
Aug 22, 2025
How is the changing outlook for BoJ and Fed policies impacting USD/JPY?
Aug 18, 2025
USD downside risk increasing
Aug 08, 2025
At an inflection point or another macro head fake? (Podcast Edition)
Aug 05, 2025
Weak jobs data a gamechanger
Aug 01, 2025
Will the BoJ policy update provide trigger for a JPY rebound?
Jul 25, 2025
Japan, Politics and the Yen - Is It All Priced?
Jul 18, 2025
Mid-Month Update: Balancing Tariff News vs Recent Data Trends
Jul 15, 2025
How has the FX market responded to Trump’s latest tariff announcements?
Jul 11, 2025
The BoJ, yen and Trump’s tariff announcement
Jul 04, 2025
June 2025 NFP Preview (Podcast Edition)
Jul 02, 2025
What's next for the USD after Middle East tensions ease?
Jun 27, 2025
USD downside risks persist in most Middle East scenarios
Jun 20, 2025
June 2025 FOMC Preview Podcast Edition - It’s never “too late” to pivot (so long as it’s to the dovish side)
Jun 17, 2025
Will Middle East tensions trigger a reversal of the weakening USD trend?
Jun 13, 2025
Malaysia's strong investment to support ringgit
Jun 12, 2025
What's next for the USD after the latest NFP report?
Jun 06, 2025
The Great Whiplash (Podcast Version)
Jun 03, 2025
US dollar confidence to remain an issue
May 30, 2025
Indonesia policy and FX outlook
May 28, 2025
What’s behind the latest USD sell-off?
May 23, 2025
Foreign investors still buying UST bonds
May 16, 2025
Is a USD recovery underway?
May 09, 2025
May 2025 FOMC Preview: Inaction is action (and a potential policy mistake)…
May 06, 2025
USD Sell-off Intensifies Despite Strong US Jobs Data
May 02, 2025
An April to Remember…
Apr 29, 2025
What’s next for USD/JPY after it briefly dropped below 140.00?
Apr 25, 2025
Stemming the US crisis of confidence
Apr 11, 2025
Trump’s Tariff-palooza: Macro & Market Impacts…
Apr 08, 2025
What has been the impact of Trump’s tariff war in the FX market?
Apr 04, 2025
Reciprocal tariff plans are not fully priced
Mar 28, 2025
What are the main takeaways for the FX market from this week's central bank updates?
Mar 21, 2025
March 2025 FOMC Preview: Not in a hurry to get worried
Mar 18, 2025
Eventful week ahead with BoJ key for JPY direction
Mar 14, 2025
All change in the FX market as US exceptionalism is challenged?
Mar 07, 2025
China NPC 2025: Proactive policies support a positive transition of growth model
Mar 07, 2025
US Macro Insights February 2025 NFP Preview (Podcast Version)
Mar 04, 2025
JPY upside risks
Feb 28, 2025
What's been driving the stronger JPY and will it continue?
Feb 21, 2025
Thoughts from Asia & Europe on what has been contributing to a weaker USD
Feb 14, 2025
US Macro Insights January 2025 CPI Preview Podcast Version
Feb 11, 2025
Trump tariff delay triggers correction lower for USD?
Feb 07, 2025
Risk-Off Flashpoint (Now in Focus) Podcast Version
Feb 04, 2025
Trade tariffs – will he, won’t he? USD swings ahead
Jan 31, 2025
January 2025 FOMC Preview: Defiantly Data Dependent?
Jan 28, 2025
What’s next for the USD after setback at start of Trump’s second term?
Jan 24, 2025
Will Trump’s inauguration fuel renewed USD buying ahead of anticipated BoJ rate hike?
Jan 17, 2025
What are the spill-overs into the FX market from the worsening bond market sell-off?
Jan 10, 2025
US 2025 Outlook: A Balancing Act (Podcast Version)
Jan 07, 2025
US Dollar Projections Post-FOMC: Discussions on Trump Policies, BoJ and the outlook for the Yen
Dec 20, 2024
Asia FX 2025 Outlook Podcast Series #4: How will ASEAN FX perform?
Dec 16, 2024
Asia FX 2025 Outlook Podcast Series #3: Outperformers and Vietnam as microcosm of China+1
Dec 16, 2024