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What’s Driving Renewed Yen Weakness as Geopolitical Tensions Between Iran and the US Rise? episode artwork

EPISODE · Feb 27, 2026 · 8 MIN

What’s Driving Renewed Yen Weakness as Geopolitical Tensions Between Iran and the US Rise?

from The MUFG Global Markets Podcast · host MUFG EMEA

Lee Hardman, Senior Currency Analyst, and Seiko Kataoka‑Fisher, Director in Japanese Customer Sales for EMEA in London, explore why speculation over the Bank of Japan’s upcoming policy shifts has triggered a fresh wave of yen weakness. They also examine how escalating tensions between Iran and the United States could shape the performance of the US dollar in the weeks ahead.

What this episode covers

Lee Hardman, Senior Currency Analyst, and Seiko Kataoka‑Fisher, Director in Japanese Customer Sales for EMEA in London, explore why speculation over the Bank of Japan’s upcoming policy shifts has triggered a fresh wave of yen weakness. They also examine how escalating tensions between Iran and the United States could shape the performance of the US dollar in the weeks ahead.

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What’s Driving Renewed Yen Weakness as Geopolitical Tensions Between Iran and the US Rise?

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How long is this episode of The MUFG Global Markets Podcast?

This episode is 8 minutes long.

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This episode was published on February 27, 2026.

What is this episode about?

Lee Hardman, Senior Currency Analyst, and Seiko Kataoka‑Fisher, Director in Japanese Customer Sales for EMEA in London, explore why speculation over the Bank of Japan’s upcoming policy shifts has triggered a fresh wave of yen weakness. They also...

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