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The MUFG Global Markets Podcast

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The MUFG Global Markets Podcast
Latest episode

174 episodes

  • The MUFG Global Markets Podcast

    USD downside risks as Washington hits USD sentiment again

    21/08/2026 | 15 mins.
    Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Shan Husain in FI FX Sales to discuss the fallout for the US dollar following the US Treasury announcement of increase UST bond buybacks on Wednesday. The dollar drop over the four weeks covering Japan/US FX intervention is the largest since the period following the Liberation Day announcements last year. Washington policy has again undermined confidence and depressing bond yields brings USD downside risks. However, it might not be one-way traffic given the US-iran risk persists and higher energy prices could discourage foreign currency buying.
  • The MUFG Global Markets Podcast

    What has been driving USD/JPY after last month’s intervention driven gains?

    14/08/2026 | 13 mins.
    Lee Hardman, Senior Currency Analyst, and Henry Cook, Senior Economist, discuss why the yen has quickly given intervention driven gains over the past week. In addition, they discuss the resilience of the UK economy to the negative energy price shock and impact on BoE policy.
  • The MUFG Global Markets Podcast

    US joining JPY intervention matters but policy & fundamentals matter more

    07/08/2026 | 13 mins.
    Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with James Roulston in FX Institutional Sales to discuss the FX and rates impact following the much weaker than expected US jobs report. Derek also outlines the implications for USD/JPY following the joint intervention last week and highlights using historic examples why joint intervention matters but policy and fundamentals matter more.
  • The MUFG Global Markets Podcast

    What’s next for USD/JPY after this week’s sharp correction lower?

    31/07/2026 | 14 mins.
    Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss the fallout for the FX market from this week’s Fed, BoJ and BoE policy meetings. How have the latest developments impacted the outlook for USD/JPY?
  • The MUFG Global Markets Podcast

    UK fiscal risks and BoE outlook in focus

    24/07/2026 | 9 mins.
    Elizabeth Wren, European Political Analyst, sits down to speak with Henry Cook, Senior Economist, to talk about recent developments in the UK economy. They discuss new PM Andy Burnham’s policy platform and how much fiscal flexibility there may be for his proposals, as well the outlook for the upcoming Bank of England meeting amid renewed energy price pressures.
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About 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
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