The MUFG Global Markets Podcast

This week on the podcast, Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, looks at how communications will impact the markets, with subtle indicators from the Fed alluding to looser monetary policy and the Reserve Bank of Australia’s Governor Lowe’s upcoming monetary policy statement and testimony.

Italy regional elections, Coronavirus, and central bank meetings will keep market participants on their toes this week, according to Lee Hardman, currency analyst at MUFG. Listen to the podcast to hear his predictions for the currencies in the spotlight, including CNY, CAD, GBP, USD, and EUR.
 
 

Central banks will be key to price movements this week, with a Bank of Canada announcement and ECB monetary policy meeting. Will Christine Lagarde's comments help instil confidence in growth, and what can we expect from the policy framework review?
Listen to Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, give his outlook and new trade ideas for the week ahead.

Sustainable finance came into sharp focus in 2019 as the world turned its attention more acutely to environmental issues.
Stephen Jennings, Head of Energy and Natural Resources, EMEA joins us for a special episode of the MUFG podcast to address some of the key questions facing the renewables sector in 2020, such as what new technologies and geographies will be drawing attention? What impact will the UK government’s reaffirmation of its net zero carbon emissions target have? How is the increased appetite for ESG impacting investment decisions in project finance?
Listen to Stephen’s take on these and more.

This week was dominated by an escalation of tensions between the US and Iran. What impact has this geopolitical turmoil had on the FX markets, and is there a sense of renewed optimism as the situation abates?
Derek Halpenny, Head of Research Global Markets EMEA and International Securities, gives his predictions for the week ahead 

Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, gives his outlook for the markets at year end, discusses the appointment of Andrew Bailey as the next governor of the Bank of England and takes a look at how Latam currencies are performing.

Lee Hardman, Currency Analyst of the Global Markets Research Team at MUFG, looks at the FX Market for the week ahead. 
In this podcast Lee discusses the Conservative Party victory in the UK general election, the upcoming BoE policy update and ongoing USD weakness. 

This week sees an update from the FOMC in the US, Christine Lagarde's first post-ECB meeting press conference in Europe, and the UK takes to the polls to vote for their new prime minister, and in theory, a conclusion to Brexit.
Hear Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, give his projections for this action-packed week on the MUFG Global Markets Podcast.

Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, gives his outlook for oil-related currencies ahead of the OPEC meetings this week.
As well as this, Derek contemplates the upcoming interest rate announcement from the Bank of Canada and gives his trade ideas as the Conservatives steam ahead in UK general election polling.

Lee Hardman, currency analyst at MUFG, looks at the FX Market for the week ahead, predicting low volatility and tight ranges as the markets grapple with a lack of clarity about a U.S.-China trade deal.

As seats are being even more closely contested in the upcoming UK election, the outlook for Brexit hangs in the balance. As tensions rise between the Tories, Labour and the Brexit Party, what impact is this having on the pound?
Derek Halpenny, Head of Research, Global Markets EMEA and International Securities, offers his insights on the general election as well as the performance of the Swiss Franc.

Hope of a US-China trade deal means strong risk appetite is set to continue this week, but there is plenty on the horizon to shake this up.
Derek Halpenny, Head of Research, Global Markets EMEA and International Securities, contemplates the week ahead and gives his FX outlook as The Reserve Bank of New Zealand considers cutting rates and UK election campaigning continues to heat up amidst Brexit uncertainty.

The last year has seen a lot of negativity across global markets, but are we starting to see some light at the end of the tunnel?
With progress on Brexit and the US-China trade deal, are we shaping up for a brighter 2020?

It’s been a turbulent and in many ways an unprecedented week in British politics. With Boris Johnson “trapped in power” what lies ahead in the Brexit saga and what do events this week and the outlook ahead mean for the pound? Ben Mascall, from Headland and a former advisor to PM May at 10 Downing Street and MUFG’s Derek Halpenny outline the key points in this edition of MUFG Markets Podcast.

The markets may have been spooked by Jay Powell's description of the Fed's rate cut as a mid-cycle adjustment, but are things as bad as they seem? Derek Halpenny contemplates the news from the Fed on this week's MUFG Markets Podcast.

A more protracted economic slowdown in the euro-zone has prompted the ECB to adopt a more dovish policy stance at today's meeting. Looser policy for longer will encourage a weaker euro according to Lee Hardman.

With Boris Johnson on his way to No. 10, some uncertainty over the next steps for Brexit has been curbed. However, Johnson's ambitious expectations for delivering the UK's exit from the EU could result in a constitutional crisis, according to Derek Halpenny on MUFG's Markets podcast. To hear more, click below.

Is a breakthrough on the horizon in the Brexit negotiations between London and Brussels? We think perhaps yes, but do not expect too much immediate enthusiasm. Derek Halpenny goes through the numerous uncertainties that lie ahead in parliament in getting the deal legislated that will likely dampen any bounce for the pound.

The U.S. dollar will continue to gradually depreciate despite hurdles from the Fed, says Derek Halpenny on this week's MUFG podcast.

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