The MUFG Global Markets Podcast
By MUFG EMEA
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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 |
|---|---|
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Are spillovers for the FX market from the global bond market sell-off getting bigger?
|
Oct 02, 2026 |
|
Fixed Income contagion risks
|
Sep 25, 2026 |
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US dollar upside risks – the Fed, BoJ & BoE
|
Sep 18, 2026 |
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How is the bond market sell-off impacting the FX market ahead of next week’s BoJ & Fed policy updates?
|
Sep 11, 2026 |
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Are fundamental drivers falling into place for a stronger JPY?
|
Sep 04, 2026 |
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From USD debasement fears to a Fed policy rethink
|
Aug 28, 2026 |
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MUFG US Strategy August 2026 Jackson Hole Preview - A pitstop on the path to no hikes (Podcast Edition)
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Aug 26, 2026 |
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USD downside risks as Washington hits USD sentiment again
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Aug 21, 2026 |
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What has been driving USD/JPY after last month’s intervention driven gains?
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Aug 14, 2026 |
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US joining JPY intervention matters but policy & fundamentals matter more
|
Aug 07, 2026 |
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What’s next for USD/JPY after this week’s sharp correction lower?
|
Jul 31, 2026 |
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UK fiscal risks and BoE outlook in focus
|
Jul 24, 2026 |
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Why have higher energy prices failed to trigger a stronger USD?
|
Jul 17, 2026 |
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Policy Shifts and Market Risks: Japan, Inflation, and the Fed
|
Jul 10, 2026 |
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How much further can the USD strengthen?
|
Jun 26, 2026 |
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FX Crosscurrents: The Impact of Global Central Bank Decisions
|
Jun 19, 2026 |
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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 |
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How have the latest macro data & political developments impacted the outlook for the GBP?
|
May 22, 2026 |
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US dollar rebounds – yield’s renewed influence on FX
|
May 15, 2026 |
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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 |
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How is the energy price shock impacting FX market performance and major central bank policies?
|
Apr 24, 2026 |
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Oil Eases, Dollars React: What the Strait of Hormuz Reopening Means for Markets
|
Apr 17, 2026 |
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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 |
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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 |
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USD challenges to persist
|
Jan 30, 2026 |
|
January 2026 FOMC Preview - Dovish under pressure? (Podcast Edition)
|
Jan 28, 2026 |
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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 |