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The MUFG Global Markets Podcast

The MUFG Global Markets Podcast

De: MUFG EMEA
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Join the MUFG Global Markets Research Team for expert analysis of the week’s most pressing topics impacting economies and the marketsCopyright 2025 - MUFG EMEA All rights reserved. Economía
Episodios
  • What’s next for the USD after the ceasefire in the Middle East?

    What’s next for the USD after the ceasefire in the Middle East?
    Apr 10 2026

    Lee Hardman, Senior Currency Analyst, and Seiko Kataoka Fisher, Director in Japanese Customer Sales for EMEA in London, discuss the initial FX market reaction to the ceasefire agreement between the US and Iran. Will the USD continue to weaken if military tensions in the region continue to de‑escalate?
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    6 m
  • Middle East Tensions and the FX Outlook: De Escalation vs. Deterioration

    Middle East Tensions and the FX Outlook: De Escalation vs. Deterioration
    Mar 27 2026

    We are entering week 5 of the conflict in the Middle East and this week Derek Halpenny, Head of Research Global Markets EMEA & International Securities talks to Chris Jakubowski, from FX Institutional Sales, about the potential for de-escalation versus a scenario of deterioration and what that would mean for the US dollar and G10 FX. Derek and Chris also discuss the ECB and BoJ reaction functions and what lies ahead for the markets next week which culminates with the NFP release.

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    19 m
  • How are major central banks and the FX market reacting to the worsening energy price shock?

    How are major central banks and the FX market reacting to the worsening energy price shock?
    Mar 20 2026

    Lee Hardman, Senior Currency Analyst, and Henry Cook, Senior Economist, discuss how major central banks are responding to the escalating conflict in the Middle East and its impact on global energy prices. With the Fed showing less urgency to tighten policy in response to the latest energy price shock, could this help moderate USD strength?
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    13 m
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