Global Markets Podcasts

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.

In today’s episode, Head of U.S. Macro Strategy George Goncalves reviews his latest piece from the Global Markets Monthly as well as discusses the latest developments on the yield curve and short-term interest rate markets.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses September and October securities investing flows in the wake of the Lower House dissolution and ahead of the general elections. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.

In this episode, Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy, discusses pending and existing home sales and how this gives us a glimpse into prepayment speeds. He also goes over what is driving the turnover rate higher than model assumptions.

In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves gives us a brief update on the various factors that have been driving up rates over the last 2 weeks and how the narrative on inflation, episodic or not, is now also leading to some twisting of the yield curves, too.

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the LDP leadership election, fiscal and monetary policy triggers, the September Tankan survey, and cross-border flows. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.