HeyJaredThe MUFG Global Markets Podcast
Join the MUFG Global Markets Research Team for expert analysis of the week’s most pressing topics impacting economies and the markets.
- Indexed episodes, last 90 days
- 11
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- Sep 11, 2026
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How is the bond market sell-off impacting the FX market ahead of next week’s BoJ & Fed policy updates? (opens the original)
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Lee Hardman, Senior Currency Analyst, and Seiko Kataoka Fisher, Director in Japanese Customer Sales for EMEA in London, discuss potentially spillovers for the FX market from the accelerating bond market sell-off. How will upcoming BoJ and Fed policy meetings impact the JPY and USD?
Are fundamental drivers falling into place for a stronger JPY? (opens the original)
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Lee Hardman, Senior Currency Analyst, and Henry Cook, Senior Economist, discuss what has been behind the JPY’s recent rebound and whether it is likely to continue. In addition, they discuss the outlook for ECB policy ahead of next week’s meeting.
From USD debasement fears to a Fed policy rethink (opens the original)
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Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Simon Mayes, Head of UK, Ireland & Swiss FX Corporate Sales to discuss the key takeaways from the Jackson Hole speech by Fed Chair Kevin Warsh. Derek also discusses the fleeting USD debasement focus following the UST bond buyback announcement earlier in August and the implications of the speech by BoJ Deputy Governor Himino.
MUFG US Strategy August 2026 Jackson Hole Preview - A pitstop on the path to no hikes (Podcast Edition) (opens the original)
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Joining us in this special podcast, George Goncalves, MUFG Head of Macro Strategy and Agron Nicaj, MUFG’s US Desk Economist preview what to expect from the Fed’s Jackson Hole Symposium. The Macro Strategy team see 3 potential options that Warsh can take when delivering his opening remarks, all with different market implications. The team also covers their latest macro thinking and how its driving their Fed and rates views ahead of the Symposium, which could be one of the last opportunities for t
USD downside risks as Washington hits USD sentiment again (opens the original)
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Derek Halpenny, Head of Research Global Markets EMEA & International Securities sits down with Shan Husain in FI FX Sales to discuss the fallout for the US dollar following the US Treasury announcement of increase UST bond buybacks on Wednesday. The dollar drop over the four weeks covering Japan/US FX intervention is the largest since the period following the Liberation Day announcements last year. Washington policy has again undermined confidence and depressing bond yields brings USD downside r
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