EPISODE · Dec 6, 2024 · 22 MIN
Fed to cut. Will the BoJ hike and take the yen stronger?
from The MUFG Global Markets Podcast · host MUFG EMEA
After the release of the US jobs report for November Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Chris Jakubowski, Head of Hedge Fund FX Institutional Sales about the impact of the jobs report on Fed rate cut expectations and the US dollar. Derek and Chris also discuss the upcoming ECB meeting next week and the impact of BoJ Governor Ueda’s comments this week in a Nikkei interview. Was this interview the BoJ prepping the market for a December rate hike and what would that mean for the yen? Disclaimer: www.mufgresearch.com (PDF)
What this episode covers
After the release of the US jobs report for November Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Chris Jakubowski, Head of Hedge Fund FX Institutional Sales about the impact of the jobs report on Fed rate cut expectations and the US dollar. Derek and Chris also discuss the upcoming ECB meeting next week and the impact of BoJ Governor Ueda’s comments this week in a Nikkei interview. Was this interview the BoJ prepping the market for a December rate hike and what would that mean for the yen? Disclaimer: www.mufgresearch.com (PDF)
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Fed to cut. Will the BoJ hike and take the yen stronger?
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