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.
|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|
|9/19/2022||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|
|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|
|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|
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
- Corporate dinners
- Private Equity partnership gatherings
- Private Equity portfolio company meetings
Capital Markets Strategist
New York, NY
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.
Capital Markets Strategist
New York, NY
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”.
Capital Markets Strategist
New York, NY
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 .