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The MUFG Global Markets Podcast

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The MUFG Global Markets Podcast
Latest episode

172 episodes

  • 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.
  • The MUFG Global Markets Podcast

    Why have higher energy prices failed to trigger a stronger USD?

    17/07/2026 | 11 mins.
    Lee Hardman, Senior Currency Analyst, and Abdul-Ahad Lockhart, Currency Analyst, discuss what has been driving a weaker USD over the past week. In addition, they discuss if recent GBP outperformance will continue now that Andy Burnham has been confirmed as the new Labour leader.
  • The MUFG Global Markets Podcast

    Policy Shifts and Market Risks: Japan, Inflation, and the Fed

    10/07/2026 | 19 mins.
    Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down to speak with James Roulston in FX Institutional Sales to discuss the latest FX/Rates themes. Derek discusses the implications of Japan Finance Minister Katayama ‘s comment on encouraging households and pension funds, including GPIF to invest in domestic markets. This marks a potentially significant shift in policy direction. The re-escalation of the Middle East conflict and next week’s CPI and semi-annual testimony of Fed Chair Kevin Warsh are discussed as well.
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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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