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In this regular podcast series, MUFG subject matter experts within our business discuss the forces, indications, and policies that impact the U.S. economy and financial markets, and provide updates to their economic outlooks and forecasts for the weeks, months, and years ahead.

ESG’s acceleration: Critical themes to monitor in the year ahead

In today’s episode, Tom Joyce, MUFG Head of Capital Markets Strategy, speaks with Hailey Orr, Capital Markets Strategist and Amanda Kavanaugh, Head of Sustainable Finance, Americas, on the key developments in public policy as well as issuer and investor trends in the U.S. capital markets.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

USDJPY basis arbitrage trading in the wake of small but significant changes at both the FOMC and BoJ meetings

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses last week’s BoJ meeting, JPY cross-currency trading in the wake of the June FOMC meeting, and Japanese investor activity across domestic and foreign bond markets in May. He also shares his views for Dollar/Yen, Yen rate, and Yen basis.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

Will USDJPY break out of range, or will BoJ current deposits remain the last resort for surplus global funds?

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses Japanese pension fund flows as well as Asian investor U.S. bond flows based on U.S. TIC data, while offering a preview of the June BoJ meeting. He also shares his views for Dollar/Yen, Yen rates, and Yen basis.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

FOMC Preview: The last potential dovish meeting?

In this episode, MUFG Head of U.S. Macro Strategy, George Goncalves, returns to discuss some of the drivers that have led to a decent rates rally, even in the midst of record high inflation prints. We also review George’s recent report and provide a recap of what to expect at the June 2021 FOMC meeting.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

Are we headed towards the next housing bubble?

In this episode, Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy, discusses how we are in the late stages of the refinance wave and shares his views on where home price appreciation and housing supply is going over the next year.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

Japanese life insurance company earnings suggest stabilization of global credit and equity markets as major central banks pull back support

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses Japanese life insurance companies’ investing flows and the impact on markets based on analysis of their FY20 earnings. He also shares his views for the front-end of the JGB curve as well as Dollar/Yen, Yen rate, and Yen basis more generally.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

Footprints of the flows that drove price action in Japanese markets in May hint at what to expect in June

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses May JPY cross asset reviews as well as June JPY arbitrage trading triggers. He also shares his views for Dollar/Yen, Yen rate, and Yen basis.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

An introduction to our U.S. Macro Strategy platform

In this episode, we are pleased to introduce MUFG Head of U.S. Macro Strategy, George Goncalves. George briefly takes us through his strategy approach of the four pillars of a macro analysis, a process that he has fine-tuned and enhanced over his 20 years of being in the financial markets.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

A reprieve in MBS prepayment speeds

In this episode, Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy, talks about the reprieve we will see in prepayment speeds but indicates this is certainly not the end of the refinance wave. He also discusses his view on May prepayment speeds.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

Tight cross-currency basis is a reminder of the interdependency between the Treasury and JGB markets

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido dissects securities investing flows over Golden Week and discusses the March Balance of Payment and April International Transactions in Securities data. He also shares his views for Dollar/Yen, Yen basis, and Yen rate.

If you can’t view the above media player, this podcast is also available on Apple Podcasts and Spotify.

Learn more

For more information,
contact us.

John Cooke
Head of Rates Sales, Americas
New York, NY
1-212-405-7353
John.Cooke@mufgsecurities.com

George Goncalves
Head of U.S. Macro Strategy
New York, NY
1-212-405-6687
George.Goncalves@mufgsecurities.com

Takahiro Sekido
Chief Japan Strategist
Tokyo, Japan
1-81-3-6214-4150
Takahiro_Sekido@mufg.jp

Glenn Schultz
Head of Agency Mortgage Prepayment Modeling and Strategy
Chicago, IL
1-212-405-6521
Glenn.Schultz@mufgsecurities.com