Global Markets Podcasts

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the revisions to the FY21 JGB issuance plans and implications for JPY rates as well as cross-border flow information from recently released September TIC data. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido and MUFG Head of U.S. Macro Strategy George Goncalves discuss the latest on fiscal and cross-border policy views from Japan and the U.S. and what to expect ahead.

In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves recaps what has amounted to one of the most interesting years in the bond markets. He also reminds us that the year is not over, and there are more key fiscal, Fed, and economic events ahead that could still result in even more interesting twists and turns in markets.

In today’s episode, Tobi Petrocelli, MUFG Head of Environmental and Sustainability Management and Hailey Orr, MUFG Capital Markets Strategist discuss several key outcomes from COP26, the importance of the Glasgow Climate Pact, and how agreements and negotiations stacked up against expectations going into the conference.

In today’s episode, Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy, discusses the upcoming baseline loan limit increase and its potential impacts on the market. He also reviews in detail the expanded-data home price index and the standard home price index and how they behave versus each other.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido summarizes TDB and JGB issuance prospects for November, JPY basis moves, and Japanese pensions investment results. 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 takes us back and compares Taper 1.0 and how Taper 2.0 will differ slightly given the urgency to wrap up QE before the Fed begins to contemplate raising rates in 2022 and beyond. George gives us a glimpse into his latest thoughts covered in his FOMC preview and discusses the interest rate outlook into and out of the Fed meeting.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido summarizes the outcome of the Lower House elections. He then discusses the Bank of Japan’s October meeting and Japanese life insurance companies’ second half asset management strategies. He also shares his views on spot Dollar/Yen, Yen rate, and Yen basis.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido previews the October BoJ monetary policy meeting and general elections in addition to reviewing the August USTIC and September JSDA flow data. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.

In today’s episode, Hailey Orr, MUFG Capital Markets Strategist, and Tobi Petrocelli, MUFG Head of Environmental and Sustainability Management, discuss recent ESG developments and expectations for mandatory disclosure standards in the U.S. and implications for U.S. companies and their banking partners.