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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.

The wind of change blows through Japanese politics. What about markets?

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.

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

The Transition to Mid-Cycle

In today’s episode, Tom Joyce, MUFG Head of Capital Markets Strategy, discusses his latest views on the economic / markets / and policy outlook and expectations into year-end 2021 and beyond.

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

U.S. Debt Ceiling Thoughts

Although the situation remains very fluid, it looks like the markets are starting to get concerned over the U.S. Debt Ceiling again. In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves is joined by Anthony Tarabocchia, Head of the Repo Desk for MUFG to discuss market implications of a drawn out debt ceiling extension and potential scenarios.

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

The September BoJ meeting and what you need to know to trade Japanese markets in October

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the BoJ’s September monetary policy meeting, including the BoJ’s view of risks to supply chain restrictions and China, as well as potential near term market triggers. He also shares his views on the 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.

September FOMC Preview Thoughts And More…

The bond markets have been in one of the tightest ranges in recent history, meanwhile volatility is starting to pick up as markets respond to global events and policy challenges in the U.S. In today’s episode, MUFG Head of U.S. Macro Strategy George Goncalves shares his views on how all this might impact the U.S. bond markets and what to expect at the upcoming FOMC meeting.

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

A review of recent cross-border investment flows in and out of Japan

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido examines cross-border investment activity in July and discusses the BoJ’s financial stability report. He also shares his views on the 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.

The Liberal Democratic Party leadership race heats up

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido examines implications for monetary and fiscal policy as they pertain to JGB and JPY basis. He also shares his views on the 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.

A Special Cross-Border Discussion: U.S. and Japan at a critical juncture in September?

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido and Head of U.S. Macro Strategy George Goncalves share their views on the U.S. and JPY bond markets, the Fed’s policy stance, and Japanese political and fiscal risks (as well as the U.S. debt ceiling) from a cross-border New York and Tokyo markets perspective.

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

Are we in a housing bubble?

In this episode, Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy, discusses home price appreciation and whether we are in a housing bubble. He also explains the framework for his analysis as well as the anatomy of a bubble.

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

A new fiscal year brings changes to Japanese investor activity in foreign markets

In today’s episode, MUFG Chief Japan Strategist Takahiro Sekido examines recent changes to BoJ and NY Fed monetary operations as well as discusses insights into Japanese investor activity in foreign markets from Japanese Ministry of Finance Balance of Payment data and the U.S. Treasury TIC data releases. He also shares his views on the 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.

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

The podcast content above is being provided for educational and informational purposes only. The information and comments are not the views or opinions of MUFG Union Bank, its subsidiaries or affiliates. Please consult your attorney, accountant or tax or financial advisor with regard to your particular situation.