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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
5/11/2022 Worst Start for Equities Since 1939 Learn more
5/10/2022 Worst Bond Market Returns in Decades Learn more
5/6/2022 US Economy Stronger than Q1 GDP Suggests Learn more
5/4/2022 Positive Real Yields Pose Challenge for Risk Assets Learn more
4/21/2022 Record ESG & Climate Change Shareholder Resolutions Learn more
4/19/2022 Over 50 Percent of China’s Economy on Restrictions or Lockdown Learn more
4/12/2022 Labor Market Shortages Learn more
4/7/2022 The Fed’s Quandary Learn more
4/5/2022 Largest Planned US Strategic Petroleum Reserve Release Learn more
4/4/2022 Q1 Markets Traded on Stagflation Concerns Learn more
3/31/2022 G10 Currencies During the Ukraine Crisis Learn more
3/29/2022 Historic Rise in 2 Year UST Yields in March Learn more
3/21/2022 Microchip Backlog Continues to Lengthen Learn more
3/14/2022 Fortified Corporate Balance Sheets Learn more
3/11/2022 Yield Curve Signaling Growth Concerns Learn more
3/10/2022 Inflation at 40 Year Highs & Rising Learn more
3/9/2022 Global Defense Spending Rising Learn more
2/24/2022 Decertifying & Sanctioning Nord Stream 2 Learn more
2/21/2022 The 50th Anniversary of Nixon's Historic China Visit (Feb 21 1972) Learn more
2/19/2022 The World’s Political Systems Learn more
2/18/2022 Higher Oil Prices = Bad Politics Learn more
2/17/2022 NATO's Eastward Expansion Learn more
2/15/2022 Military Forces Near Ukraine’s Border Learn more
2/14/2022 Weighing the Good & the Bad Learn more
2/11/2022 USD High Yield Default Rates at Record Low Learn more
2/10/2022 The Transition to Electric Vehicles Learn more
2/8/2022 TransAtlantic Tightening Learn more
2/3/2022 Europe’s Russian Gas Dependency Learn more
2/2/2022 $30,012,386,059,238 Learn more
2/1/2022 January Volatility Exceeds Expectations Learn more

Policy Notes

Date Title Link
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 .