All Episodes
The MUFG Global Markets Podcast — 117 episodes
MUFG US Strategy August 2026 Jackson Hole Preview - A pitstop on the path to no hikes (Podcast Edition)
USD downside risks as Washington hits USD sentiment again
What has been driving USD/JPY after last month’s intervention driven gains?
US joining JPY intervention matters but policy & fundamentals matter more
What’s next for USD/JPY after this week’s sharp correction lower?
UK fiscal risks and BoE outlook in focus
Why have higher energy prices failed to trigger a stronger USD?
Policy Shifts and Market Risks: Japan, Inflation, and the Fed
How much further can the USD strengthen?
FX Crosscurrents: The Impact of Global Central Bank Decisions
A pivotal week for the USD?
Stronger Jobs, Stronger Dollar: What It Means for EUR/USD, ECB, and the BoJ
Ceasefire deal and divergent policies
How have the latest macro data & political developments impacted the outlook for the GBP?
US dollar rebounds – yield’s renewed influence on FX
How are Middle East risks & intervention contributing to a weaker USD?
Can USD/JPY Extend Its Decline After BoJ Intervention?
How is the energy price shock impacting FX market performance and major central bank policies?
Oil Eases, Dollars React: What the Strait of Hormuz Reopening Means for Markets
What’s next for the USD after the ceasefire in the Middle East?
Middle East Tensions and the FX Outlook: De Escalation vs. Deterioration
How are major central banks and the FX market reacting to the worsening energy price shock?
What do rising geopolitical risks and crude moves mean for the USD?
How is the Middle East conflict impacting the FX market?
What’s Driving Renewed Yen Weakness as Geopolitical Tensions Between Iran and the US Rise?
The US dollar advanced this week as economic data and the FOMC minutes prompted investors to pare rate cut expectations ahead
How has Japan's election results & US data impacted the FX market?
How is the Lower House election impacting the yen?
USD challenges to persist
January 2026 FOMC Preview - Dovish under pressure? (Podcast Edition)
How has the USD been impacted by geopolitical risks?
How are political and intervention risks impacting the JPY?
Implications of US jobs data and possible Japan election
MUFG 2026 Strategy Outlook – Smooth Sailing Ahead? (Podcast Edition)
Focus on FOMC turns to the BoJ and BoE in final full week of trading
Will USD/JPY continue to fall ahead of Fed & BoJ policy meetings?
How have fiscal concerns been impacting GBP & JPY performance?
Japan and UK fiscal challenges in focus
Will the GBP continue to underperform?
BoE policy outlook, the UK budget and FX and Rates implications
Will the yen sell-off continue after latest BoJ driven sell-off?
October 2025 FOMC Preview QT out, flexible reserves in… (Podcast Edition)
US-Japan relations in focus in key week ahead for JPY
How have political & trade risks impacted the FX market?
Political uncertainty driving FX market and gold price?
Will MAS ease in October?
Yen volatility, the BoJ and the Fed
It’s Still a Reach for a Goldilocks Outcome… (Podcast Edition)
Will stronger US growth create foundations for a bigger USD rebound?
US dollar gains unlikely to be sustained
How will the BoE’s policy update impact GBP performance?
Will the USD continue to fall as the Fed moves closer to cutting rates?
Rupiah outlook tested by protests
US dollar resilience unlikely to last
What’s next for the USD after Jackson Hole?
How is the changing outlook for BoJ and Fed policies impacting USD/JPY?
USD downside risk increasing
At an inflection point or another macro head fake? (Podcast Edition)
Weak jobs data a gamechanger
Will the BoJ policy update provide trigger for a JPY rebound?
Japan, Politics and the Yen - Is It All Priced?
Mid-Month Update: Balancing Tariff News vs Recent Data Trends
How has the FX market responded to Trump’s latest tariff announcements?
The BoJ, yen and Trump’s tariff announcement
June 2025 NFP Preview (Podcast Edition)
What's next for the USD after Middle East tensions ease?
USD downside risks persist in most Middle East scenarios
June 2025 FOMC Preview Podcast Edition - It’s never “too late” to pivot (so long as it’s to the dovish side)
Will Middle East tensions trigger a reversal of the weakening USD trend?
Malaysia's strong investment to support ringgit
What's next for the USD after the latest NFP report?
The Great Whiplash (Podcast Version)
US dollar confidence to remain an issue
Indonesia policy and FX outlook
What’s behind the latest USD sell-off?
Foreign investors still buying UST bonds
Is a USD recovery underway?
May 2025 FOMC Preview: Inaction is action (and a potential policy mistake)…
USD Sell-off Intensifies Despite Strong US Jobs Data
An April to Remember…
What’s next for USD/JPY after it briefly dropped below 140.00?
Stemming the US crisis of confidence
Trump’s Tariff-palooza: Macro & Market Impacts…
What has been the impact of Trump’s tariff war in the FX market?
Reciprocal tariff plans are not fully priced
What are the main takeaways for the FX market from this week's central bank updates?
March 2025 FOMC Preview: Not in a hurry to get worried
Eventful week ahead with BoJ key for JPY direction
All change in the FX market as US exceptionalism is challenged?
China NPC 2025: Proactive policies support a positive transition of growth model
US Macro Insights February 2025 NFP Preview (Podcast Version)
JPY upside risks
What's been driving the stronger JPY and will it continue?
Thoughts from Asia & Europe on what has been contributing to a weaker USD
US Macro Insights January 2025 CPI Preview Podcast Version
Trump tariff delay triggers correction lower for USD?
Risk-Off Flashpoint (Now in Focus) Podcast Version
Trade tariffs – will he, won’t he? USD swings ahead
January 2025 FOMC Preview: Defiantly Data Dependent?
What’s next for the USD after setback at start of Trump’s second term?
Will Trump’s inauguration fuel renewed USD buying ahead of anticipated BoJ rate hike?
What are the spill-overs into the FX market from the worsening bond market sell-off?
US 2025 Outlook: A Balancing Act (Podcast Version)
US Dollar Projections Post-FOMC: Discussions on Trump Policies, BoJ and the outlook for the Yen
Asia FX 2025 Outlook Podcast Series #4: How will ASEAN FX perform?
Asia FX 2025 Outlook Podcast Series #3: Outperformers and Vietnam as microcosm of China+1
Asia FX 2025 Outlook Podcast Series #2: The levers to stimulate China's growth
Asia FX 2025 Outlook Podcast Series #1: Navigating Asia FX markets in Trump 2.0
Why has the USD strengthened even as the Fed is set to cut rates again next week?
Fed to cut. Will the BoJ hike and take the yen stronger?
What’s behind the correction lower for USD/JPY?
From the lame duck session to a new administration, how to think about rates, macro and the Fed ahead
US dollar strengthens amid geopolitical risks
Post Election Thoughts: Has the Trump Trade run its course?
How hard will Asian currencies be hit by the fallout from a second Trump presidency?
What’s next for the USD after the US election?
US election impact on ASEAN