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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
12/30/2021 Global M&A Exceeds $5 Trillion for First time Ever Learn more
12/29/2021 US Vaccination Rates Lag G20 Learn more
12/28/2021 US Vaccination Rates by State Learn more
12/9/2021 Trying to Engineer a Soft Landing Learn more
12/1/2021 Tension Between Advanced & Emerging Economies on Carbon Emissions Learn more
11/23/2021 Breaking Down the Democrats' Soft Infrastructure Bill Learn more
11/19/2021 Over $30 Trillion of Global Monetary & Fiscal Stimulus Learn more
11/17/2021 The Glass Half Full Learn more
11/16/2021 Supply Side Dislocations Learn more
11/12/2021 Global Central Banks Becoming More Hawkish Learn more
11/9/2021 Global Markets Since the Pfizer Vaccine Announcement One Year Ago Today (Nov 9, 2020) Learn more
11/8/2021 Breaking Down the $1.2 Trillion Bipartisan Infrastructure Framework (BIF) Learn more
11/4/2021 Over 7 Billion Vaccines Administered in Less Than One Year Learn more
11/3/2021 The “Under-told” Story Driving Equity Markets Learn more
11/1/2021 National Commitments to Net Zero at COP26 (Glasgow, Scotland) Learn more
10/28/2021 40 of US Shipping Imports Arrive through Two Ports (Los Angeles and Long Beach) Learn more
10/25/2021 Labor Market Shortages Learn more
10/19/2021 Corporate Boards Increasingly Focused on ESG Learn more
10/18/2021 USD Corporate Credit Markets Resilient to China Concerns Learn more
10/14/21 China’s Corporate Debt Problem Learn more
10/13/21 Resilient & High Growth Corporate Bond Market Learn more
10/4/21 Energy an Outlier in Difficult September Learn more
9/24/21 Inflation in Advanced Economies Learn more
9/17/21 Fed Not Likely to Tighten “Alone” This Time Learn more
9/15/21 The Global M&A Cycle Learn more
9/14/21 Record Number of Corporate Borrowers Learn more
9/10/21 Record Fund Flows into USD Credit Learn more
9/9/21 Key Risks to Monitor into Year End Learn more
9/2/21 The Tantrum-less Taper Learn more
9/1/21 United States Leads G7 Recovery Learn more
8/10/21 New COVID Wave at Top of Risk Concerns Learn more
8/9/21 Wage Inflation in Face of Labor Shortages Learn more
8/2/21 Net Profit Margins at Record Highs Learn more

Policy Notes

Date Title Link
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 .