Global Markets Podcasts

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido dissects the attributes of cross-currency JPY repo trading in Tokyo and discusses BoJ Monetary Policy. He also shares his views on the Dollar/Yen, Yen rate, and Yen basis.

The MUFG Capital Markets Strategy Group recently published their 2022 Global Markets & Economic Outlook: Transitioning Corporate Strategy for the Post-Pandemic World. In today’s episode, Hailey Orr, MUFG Capital Markets Strategist, discusses key themes from the report including the regime change underway in the economy and markets and the remarkable level of corporate activity taking place as company strategy pivots to investing for a post-pandemic world.

In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves provides an update on current market volatility and concerns over broad financial conditions tightening. George takes us through the view that the movement in real rates hold the key to what happens next for financial conditions and thus markets. And lastly, George gives us a quick rundown on what to expect at the upcoming January FOMC meeting.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido dissects investor activity across JGBs, Nikkei stocks, and foreign bonds in December, as well as additional insights from the November U.S. TIC data. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.

In Part 3 and the final in our podcast series for the Macro2Markets 2022 Outlook, George Goncalves, MUFG Head of U.S. Macro Strategy, interviews Bill Matthews, MUFG High Yield Credit Analyst, on his outlook for the HY Credit market in 2022. George and Bill discuss the Fed-induced financial conditions tightening among other things, where the High Yield market is not immune to any meaningful repricing of risk assets, but its lower duration footprint and strong credit fundamentals is leading it to trade, for now, towards the bottom of our forecast spread range.

In Part 2 of the Macro2Markets 2022 Outlook, George Goncalves, MUFG Head of U.S. Macro Strategy, interviews Eric Ruff, Investment Grade Credit Analyst, on his outlook for the IG Credit market in 2022. George and Eric discuss the overall credit spread outlook of the IG Index for the year, their views on focus sectors, and the resilience of the IG market in light of the risks of tighter Fed policy and financial conditions, which may lead to potential volatility ahead.

In Part 1 of the Macro2Markets 2022 Outlook, George Goncalves, MUFG Head of U.S. Macro Strategy, interviews Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy on his 2022 outlook. George and Glenn discuss the issuance outlook and dynamics of the agency MBS market, and the outlook for the overall U.S. residential housing market against the backdrop of Federal Reserve tightening and QE tapering.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido dissects the key points to follow in Japanese politics, the MoF’s plans for JGB issuance, the BoJ’s monetary operations and JPY flow of funds for the first half of 2022. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis

In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves briefly goes over his recently published 2022 Macro2Markets outlook report, where he provides the topics covered in the report and goes into his macro framework for the year ahead. On the more tactical side, George also gives us his latest list of factors that he will be watching for in the early days of 2022.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido dissects the results of the BoJ’s December meeting as well as Japan stock, JGB, and foreign bond flows in November, while looking ahead to Japanese investors’ U.S. bond flows in 2022, based on USTIC and BoP data. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.