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Providing Market Insights to C-Suite Executives

Exemplifying MUFG’s commitment to clients as a trusted advisor, MUFG’s Capital Markets Strategy team provides C-suite executives (Board, CEO, CFO, Treasury) insights to anticipate, understand, and respond to important global market, economic and policy developments.

Unlike traditional Wall Street research, MUFG’s Capital Markets Strategy team maintains a dedicated focus on the needs of corporate clients, analyzing key themes that impact business strategy, funding and hedging.

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For more information, contact us.

Tom Joyce
Managing Director
tom.joyce@mufgsecurities.com

Hailey Orr
Director
hailey.orr@mufgsecurities.com

Stephanie Kendal
Associate
stephanie.kendal @mufgsecurities.com

Date Title Link
11/15/2022 US Middle Class Wealth Surged During COVID Learn More
11/10/2022 Breaking Down the October US Inflation Report Learn More
11/08/2022 Markets Life Divided Government Learn More
11/03/2022 Higher for Longer Rates Narrative Learn More
11/02/2022 Key Voter Issues in the 2022 Midterm Elections Learn More
10/28/2022 36 of the Last 39 US Midterm Elections Learn More
10/26/2022 European Energy Prices Moderating Learn More
10/25/2022 Corporate Balance Sheets Strong but Not as Strong Learn More
10/15/2022 Nearly Entire UST Curve Now Above 4% Learn more
10/13/2022 China Unlikely to Provide Counter-Cyclical Buffer for Global Economy Learn more
10/11/2022 End of an Era Learn more
10/6/2022 The Cost of Climate Learn more
10/5/2022 The Next Shoe to Drop Learn more
9/29/2022 Highly Correlated “Risk-Off” Global Markets Learn more
9/27/2022 Synchronicity Learn more
9/19/2022 Stunning Move in 2 Year UST Yields Learn more
9/15/2022 Sticky Inflation Learn more
9/12/2022 Q1 2023 May be the Low Point Learn more
9/9/2022 Businesses Fear Rapid Economic & Policy Tightening Learn more
9/7/2022 The Sahm Rule Learn more
9/6/2022 Challenging Year for Consensus Forecasts Learn more
8/24/2022 Global Markets 6 Months After Russia’s Feb 24 Invasion Learn more
8/23/2022 China’s Growth Slowdown Should be Watched Closely Learn more
8/16/2022 Global Recession Risk Learn more
8/10/2022 Consumer Credit Card Balances Rapidly Rising Learn more
8/2/2022 HY Spreads & Yields Tightened in July to Well Below Recession Thresholds Learn more
7/25/2022 Central Banks Plan to Boost Purchases of Green Bonds Learn more
7/19/2022 The Probability of US Recession Over the Next 12 Months Learn more
7/15/2022 Markets Pricing in a 2023 Recession Learn more
7/14/2022 Negative Feedback Loops Between Inflation & Consumption Learn more
7/12/2022 Distinguishing Between the Stock and Flow of US Consumer Savings Learn more
7/11/2022 Strong Labor Markets Provide Buffer for US Recession Timing Learn more
7/6/2022 The Implications of US Dollar Strength Learn more
7/5/2022 US Rates Markets Signaling Recession Learn more
6/30/2022 Recessions are Reasonably Rare Events Learn more
6/24/2022 More Redirection than Reduction Learn more
6/23/2022 US Mortgage Rates Soar Learn more
6/22/2022 Inflation, Shortages & the “Quality” of Labor Learn more
6/21/2022 Historic Surge in US Gas Prices Learn more
6/17/2022 Historic Surge in US Gas Prices Learn more
6/16/2022 Beware the Bear Learn more
6/15/2022 Credibility & the Ghosts of 1994 Learn more
6/9/2022 200 Years of Global Economic History Learn more
6/8/2022 Supply Chain Pressures Stabilizing at Historically High Levels Learn more
6/7/2022 Gasoline Prices Approaching $5 Learn more
6/6/2022 The New Composition of US Labor Markets Learn more

Policy Notes

Date Title Link
10/31/2022 Legislative and Policy Implications of the US Midterm Elections Learn More
10/20/2022 Services Inflation Remains the Primary Concern Learn More
8/15/2022 Breaking down the $740 bn Inflation Reduction Act & the $280 bn CHIPS and Science Act Learn more
6/3/2022 The EU's 6th Sanctions Package Learn More
5/13/2022 Looking “Under the Hood” (The Transition from COVID to Conflict Inflation) Learn more
5/11/2022 Detailed Inflation Breakdown by Category Learn more
5/5/2022 Record Supply Side Delays Continue Learn more
3/22/2022 SEC Issues Highly Anticipated Climate Disclosure Rule Proposal Learn more
3/7/2022 Investors Incorporating Russia into ESG Agenda Learn more
2/28/2022 Sanctioning the Central Bank of Russia (CBR) Learn more
2/26/2022 Why the West is Hesitant to Deny Russia Access to SWIFT, and How that May Change Learn more

1/27/2022

Labor Market Shortages Learn more
1/20/2022 The Implications of De-Globalization Learn more
1/14/2022 Key Risks to Watch in 2022 Learn more
12/30/2021 Remarkable 2021 Recovery Sets Backdrop for 2022 Learn more
11/30/2021 What to Watch with the Omicron Variant                                                                                                 Learn more
11/2/2021 Evolving Expectations for US Tax Code Change Learn more
9/28/21 President Biden Fed Appointments in the Weeks Ahead Learn more

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Speaking Requests

The Capital Markets Strategy team is available to speak at corporate client events, both in person and via video conference. Hundreds of such events in recent years include:

  • Corporate Board meetings
  • CEO Executive Committee presentations
  • Chief Financial Officer global finance team presentations
  • Global treasury and town hall meetings
  • Global leadership off-sites
  • Trade association meetings
  • Conferences
  • Corporate dinners
  • Private Equity partnership gatherings
  • Private Equity portfolio company meetings

To request an event, please contact the Capital Markets Strategy Team directly at CMGStrategy@mufgsecurities.com

 

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Team Bios

Tom Joyce
Managing Director
Capital Markets Strategist
New York, NY
Tom.Joyce@mufgsecurities.com

Tom Joyce is a Managing Director and Capital Markets Strategist within MUFG’s global capital markets and investment banking business. Based in New York, Tom heads a team that creates customized analytical content for multi-national S&P 500 companies. His team provides in depth analysis on the impact of economic, political, public policy and regulatory dynamics on the US credit, foreign exchange, rates and commodities markets.

Tom has over 25 years of Investment Banking experience in New York, London, Hong Kong, and San Francisco. Over the last 15 years, Tom created and built the Capital Markets Strategy role, advising corporate C-Suite executives (Boards, CEOs, CFOs, and Treasurers) on the pervasive macro forces driving markets. Tom also presents at dozens of corporate events each year including Board meetings, CEO ExCo sessions, CFO and Treasury off-sites, corporate leadership events and conferences.

Tom’s educational background includes a year of study at Oxford University from 1991 - 1992, a Bachelor of Arts in Political Science from Holy Cross College in 1993, and a MBA from Kellogg Business School, Northwestern University in 2000.

Tom resides in New Canaan, CT with his wife and four sons, where he coaches youth basketball and serves on the Board of Trustees of the New Canaan Library, the Board of the New Canaan Football (Soccer) Club and the Holy Cross College President’s Council.

Hailey Orr
Director
Capital Markets Strategist
New York, NY
Hailey.Orr@mufgsecurities.com

Hailey Orr is a Director in MUFG’s Capital Markets Strategy group within the global capital markets and investment banking business. The team provides market based content for corporate clients to assist in strategic decision making. Focus areas include the impact of economic, political, public policy and regulatory dynamics on the US credit, foreign exchange, rates and commodities markets.

Hailey has a decade of Wall Street experience, including three years as a Consumer Sector Specialist in Equity Sales and seven years as a Capital Markets Strategist. Hailey is also a member of MUFG’s Inclusion & Diversity Council and has devoted years to participating in and developing Wall Street recruiting programs.

Hailey graduated with honors from the University of Michigan’s Ross School of Business with a BBA and a minor in International Studies.

In March 2020, Crain’s New York Business Magazine named Hailey one of the “Rising Stars in Banking and Finance”.

Stephanie Kendal
Associate
Capital Markets Strategist
New York, NY
Stephanie.Kendal@mufgsecurities.com

Stephanie Kendal is an associate in MUFG’s Capital Markets Strategy group within the global capital markets and investment banking business. The team provides market based content for corporate clients to assist in strategic decision making. Focus areas include the impact of economic, political, public policy and regulatory dynamics on the US credit, foreign exchange, rates and commodities markets.

Stephanie has spent over three years as a Capital Markets Strategist. At her prior firm, Stephanie was a part of the Americas Women’s Network Junior Council and was an active member of the University of Michigan recruiting team.

Stephanie graduated with honors from the University of Michigan’s Ross School of Business with a BBA .