The MUFG Global Markets Podcast

By MUFG EMEA

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

  1. 1.
    Emerging Markets EMEA growth entering a “sweet spot": The MUFG Global Markets Podcast
    8:06
  2. 2.
    A reduction in BoJ JGB purchases proves no match to an expanding monetary base and fiscal spending: The MUFG Global Markets Podcast
    11:07
  3. 3.
    Treasury yields, USD and ailing U.S. jobs report: The Global Markets FX Week Ahead Podcast
    12:49
  4. 4.
    Could a small step toward post-pandemic policy normalization and tweaks to the structure of U.S. money markets start to normalize cross-currency basis?: The MUFG Global Markets Podcast
    12:47
  5. 5.
    Gauging the EM export boost upon reopenings: The MUFG Global Markets Podcast
    7:47
  6. 6.
    UK economy resilience strikes positive note for GBP: The Global Markets FX Week Ahead Podcast
    9:25
  7. 7.
    Could ESG lead to capital outflows from EM high yielders? : The MUFG Global Markets Podcast
    8:50
  8. 8.
    Japanese life insurance company investment strategies for fiscal year 2021: The MUFG Global Markets Podcast
    12:27
  1. 9.
    Markets eye FOMC as Powell sets tone: The Global Markets FX Week Ahead Podcast
    13:08
  2. 10.
    EM central banks are turning more hawkish: The MUFG Global Markets Podcast
    6:58
  3. 11.
    Prime Minister Suga’s first visit to U.S. suggests cross-border interdependency is increasingly key for Japanese markets: The MUFG Global Markets Podcast
    11:02
  4. 12.
    Global economic recovery hopes: The Global Markets FX Week Ahead Podcast
    12:56
  5. 13.
    Will the latest COVID-19 wave delay the EM recovery? The MUFG Global Markets Podcast
    7:28
  6. 14.
    When will the FOMC “catch up” to the strength in the CPI inflation, retail sales, housing, and production data?: The MUFG Global Markets Podcast
    21:29
  7. 15.
    Is this the end of the refinance wave?: The MUFG Global Markets Podcast
    11:11
  8. 16.
    Cross-border flows in the beginning of a new fiscal year: The MUFG Global Markets Podcast
    11:59
  9. 17.
    U.S. treasury yields back in the spotlight: The Global Markets FX Week Ahead Podcast
    13:41
  10. 18.
    IMF prepares to push liquidity towards emerging markets: The MUFG Global Markets Podcast
    7:59
  11. 19.
    A key difference between the current jobs cycle and the Bernanke cycle a decade ago: The MUFG Global Markets Podcast
    18:21
  12. 20.
    BoJ’s Tankan survey, JGB buying plan, and MoF’s fiscal fund projections for volatile JPY moves in FY21: The MUFG Global Markets Podcast
    10:40
  13. 21.
    U.S. economy optimism sets the tone: The Global Markets FX Week Ahead Podcast
    9:53
  14. 22.
    Reviewing Q1 2021 performance across EMs and energy markets: The MUFG Global Markets Podcast
    9:30
  15. 23.
    Has the U.S. economy just entered a twelve-week window of explosive growth?: The MUFG Global Markets Podcast
    17:41
  16. 24.
    Choppy markets react to third COVID-19 wave: The Global Markets FX Week Ahead Podcast
    13:01
  17. 25.
    Contextualising post-pandemic EM debt pressures: The MUFG Global Markets Podcast
    7:24
  18. 26.
    "Further effective and sustainable monetary easing” and you: The MUFG Global Markets Podcast
    13:35
  19. 27.
    Lira collapses after shock decision from Turkish leader: The Global Markets FX Week Ahead Podcast
    10:43
  20. 28.
    "Benign" vs "vindictive" reflation for emerging markets: The MUFG Global Markets Podcast
    7:51
  21. 29.
    Following Chair Powell’s forward guidance may leave you holding the bag on big-time bond valuation losses?: The MUFG Global Markets Podcast
    14:16
  22. 30.
    BoJ policy assessment is likely more evolution than revolution: The MUFG Global Markets Podcast
    9:41
  23. 31.
    Global central banks have their say: The Global Markets FX Week Ahead Podcast
    14:35
  24. 32.
    Implications of robust U.S. stimulus for EM: The MUFG Global Markets Podcast
    8:45
  25. 33.
    Can the Biden $1.9 trillion turn Chair Powell into an optimist and a policy "hawk"?: The MUFG Global Markets Podcast
    17:18
  26. 34.
    Fence sitters and buyouts in low delinquency pools: The MUFG Global Markets Podcast
    7:58
  27. 35.
    Kuroda support for the JGB market comes too late for foreign investors who sold in February: The MUFG Global Markets Podcast
    10:28
  28. 36.
    Bond market sell off continues to rattle markets: The Global Markets FX Week Ahead Podcast
    9:20
  29. 37.
    Taper risks in emerging markets: The MUFG Global Markets Podcast
    7:55
  30. 38.
    The February Jobs Report – An initial step before a very big upswing in jobs growth?: The MUFG Global Markets Podcast
    10:58
  31. 39.
    Japanese investors sell foreign bonds in reaction to carnage in global bond markets, but leave footprints of buying more recently: The MUFG Global Markets Podcast
    12:14
  32. 40.
    Surging yields and the market impact: The Global Markets FX Week Ahead Podcast
    11:16
  33. 41.
    The path of fiscal policy normalisation in Emerging Markets: The MUFG Global Markets Podcast
    10:06
  34. 42.
    Yields in focus: The Global Markets FX Week Ahead Podcast
    12:08
  35. 43.
    Revising our oil price forecasts – brace for an “overshoot” to mid-70s by the summer: The MUFG Global Markets Podcast
    6:34
  36. 44.
    The reflation trade and EUR/USD: The Global Markets FX Week Ahead Podcast
    11:04
  37. 45.
    What could end the bullish EM party early? The MUFG Global Markets Podcast
    7:28
  38. 46.
    Why are we even mentioning the word “taper” and should employment in 2021 be nearly as weak as in January?: The MUFG Global Markets Podcast
    30:01
  39. 47.
    Terminal Velocity – January 2021 Prepayment Speeds: The MUFG Global Markets Podcast
    7:46
  40. 48.
    Decreasing Japan Treasury Discount Bill issuance, a pick-up in Japanese foreign direct investment, and cross border investment flows: The MUFG Global Markets Podcast
    12:09
  41. 49.
    A positive story for the pound: The Global Markets FX Week Ahead Podcast
    13:52
  42. 50.
    The path of monetary policy normalisation in EM EMEA: The MUFG Global Markets Podcast
    7:25

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