Podcasts about global markets

In today's episode, MUFG Head of U.S. Macro Strategy George Goncalves briefly goes over his recently published 2022 Macro2Markets outlook report, where he provides the topics covered in the report and goes into his macro framework for the year ahead. On the more tactical side, George also gives us his latest list of factors that he will be watching for in the early days of 2022. Disclaimer: www.mufgresearch.com (PDF)

After the best annual performance in 20 years – principally driven by energy markets – commodities should moderate in 2022, as a confluence of higher supply, fading fiscal stimulus and broader monetary policy tightening will weigh on prices, and with it, ease inflationary pressures. This is according to Ehsan Khoman, Head of Emerging Markets Research (EMEA), who in this week's podcast contextualises prospects for commodities next year. Longer-term, he expects continued structural underinvestment in energy – which has been prevalent since the 2008-09 Great Financial Crisis (GFC) as ESG forces have gained traction – to cause commodity prices to significantly overshoot to the upside, in order to provide the incentive for large-scale green infrastructure to be met, propelling "greenflation" higher. Disclaimer: www.mufgresearch.com (PDF)

President Biden is set to hold a call with Russian President Putin this afternoon, amid ongoing tensions on the Ukraine border. Fred Kempe of the Atlantic Council joins to discuss what's at stake in the call, and other geopolitical risks for the U.S. in 2022. Plus, former Goldman Sachs Asset Management Chairman Jim O'Neill joins to discuss his outlook for the global markets in the new year. And financials have been on a tear this year, pushing up even the broader S&P 500 index, but what does 2022 have in store? We discuss the sector with Marty Mosby of Vining Spark and Gerard Cassidy of RBC.

Entrevista com Victor Martins - HEDGEpoint Global Markets sobre o Fechamento de Mercado da Soja

The decades-old reliance on oil and gas alongside the dominance of GCC governments and related entities have led to overdependence on energy prices, an underdeveloped private sector and low productivity growth. However, there is increasing evidence that the “this time is different” mantra is bearing fruit. Encouragingly, the vigour of GCC authorities to realise National Vision strategies to structurally transform their economies away from the cyclical reliance of oil and gas is gaining traction. Granted, diversification will require patience given the scale and magnitude of the transformation programmes at hand, but what is clear is that the longstanding impediments to investment and productivity are progressively being reversed. In this week's podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), provides insights into the current assessment and prospects of the GCC region in 2022, taking stock of COVID-19 developments, energy transition progress and ESG considerations. Disclaimer: www.mufgresearch.com (PDF)

The end of the year is at hand. USDJPY upside has been heavy since the Omicron COVID-19 variant emerged. Overseas investors have been building up their medium- to long-term JPY bond positions, and JPY basis has been tightening. With investors awaiting the release of Japan's FY22 budget and JGB issuance plans, JPY rates have been flat.  In today's episode, MUFG Chief Japan Strategist Takahiro Sekido dissects the results of the BoJ's December meeting as well as Japan stock, JGB, and foreign bond flows in November, while looking ahead to Japanese investors' U.S. bond flows in 2022, based on USTIC and BoP data. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.  Disclaimer: www.mufgresearch.com (PDF)

U.S. stock fell sharply lower Monday as the Omicron surge added to Wall Street's growing list of end-of-year concerns heading into a holiday-shortened trading week.

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The BoE, ECB and Fed have all provided hawkish policy updates over past week. It has been clear that combating upside risks to inflation has become the most immediate policy concern, especially for the BoE and Fed. In contrast, the BoJ understandably continues to sound more relaxed over inflation risks. Lee Hardman, Currency Analyst, discusses the implications for the FX market and remaining risks to watch out for over the holiday period with Simon Mayes, Director of MUFG's Global Customer Marketing Group for EMEA in London. Disclaimer: www.mufgresearch.com (PDF)

Dr Martyn Davies from Deloitte as China stamps all over global markets, will 2022 be any better? CherryFlava's Jonathon Cherry on future societal trends as we move out of the pandemic.

Nobody thought it would be easy, but it is hard to imagine 2021 ending up so challenging for Emerging Markets, with stagflation trepidation – portmanteau of slowing growth and rising inflation – top of mind for the best part of the year. Risk sentiment has been on a rollercoaster ride for months, faced with a myriad of challenges such as continued COVID-19 headwinds, downside growth risks, rising inflation and inflation volatility, a less supportive global liquidity backdrop, the tapering of asset purchases by developed market central banks, a lower gear in China, a resurgent US dollar, inexorably elevated commodity prices and a leg up in core bond yields. In this week's podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), takes stock of the performance of Emerging Markets throughout 2021, and underscores the key themes that led investors to increasingly trim their expectations for emerging market throughout the best part of this year. Disclaimer: www.mufgresearch.com (PDF)

In today's episode, MUFG Head of U.S. Macro Strategy George Goncalves provides his view on the upcoming and last FOMC meeting of 2021. As our title suggests, the Fed could be heading into a Catch-22 in 2022, where the challenge now is that financial conditions and market sentiment linked to it are so intertwined with the Fed's balance-sheet. Thus as the Fed tapers faster and pulls forward hikes in 2022, the give and take between rates and financial conditions more broadly will likely dictate how far and how high the Fed can lift rates before materially impacting markets to the downside. Disclaimer: www.mufgresearch.com (PDF)

Global stock markets and USDJPY turned volatile with the discovery of the Omicron COVID-19 variant, but markets then quickly recovered and volatility has fallen. JPY rates did not drop markedly, but JPY basis has tightened. Overseas investors have been arbitraged JPY basis as Japanese investors have been actively rebalancing their asset portfolios. Will the Bank of Japan make changes to its COVID-19 countermeasure operations as the U.S. accelerates monetary tapering?  In today's episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the December BoJ Tankan survey, the upcoming BoJ December meeting, and first half fiscal year 2021 life insurance company earnings. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.  Disclaimer: www.mufgresearch.com (PDF)

The week ahead – the final full week of trading for many markets – will be packed with Central Bank meetings. There will be no fewer than six G10 Central Bank announcements and seven amongst Emerging Markets Central Banks. Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, hones in on a few of the key announcements with Michael Owen, MUFG's Head of Global Client desk in London. What does Friday's US CPI print mean for the Fed, the expectations of QE tapering being quickened and for the dollar more broadly especially when compared to policy announcements from the ECB and BoE? Listen now to find out. Disclaimer: www.mufgresearch.com (PDF)

He's one of the most intelligent and articulate gentlemen that I have the pleasure to be able to work with. In fact, he is the founder and CEO of Anfield Capital. He spent a number of years at PIMCO, one of the larger, larger well-known money management firms in the world. He has an amazing background. He's actually a Chartered Financial analysis designation.He has an MBA with a concentration in finance from Paul's merge School of Business at the University of California, Irvine, and degrees in Economics and Political Science from the University of California Irvine. He also taught finance and investment courses at the Palmer school, the Financial Times knowledge program and EU in the UK, and CFA exam preparation courses sponsored by the CFA Society of Orange CountyIn our conversation, we discussed:US Economic Economy and Global Market UptakeDollar InflationBase effects, and the transition effects in the laborConnect with David Young:https://capitalgainstaxsolutions.com/u-s-economy-global-market-update-with-david-young/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterAnfield Capital Management, LLC is a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training and no inference to the contrary should be made. This interview is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities. While many of the thoughts expressed in this podcast are stated in a factual manner, the discussion reflects only Anfield Capital's beliefs about the financial markets in which it invests portfolio assets at this time and may change at any time. The descriptions I make are in summary form are incomplete and do not include all the information necessary to evaluate any investment. Prospective investors are referred to our Form ADV 2A for a more detailed discussion of risk factors, which can be (a) found on the SEC's Investment Adviser Public Disclosure website at: http://adviserinfo.sec.gov, or (b) provided upon request.

The Ambassador of Opportunity, John O'Donnell, joins me to discuss the broad market outlook from Inflation, indexes, digital assets and much more! Send in your questions and join us live at  2pm PST today. #markets #inflation #trading #income Sign up for a free, 6 video course on Cryptocurrency here: https://www.tradingacademy.com/crypto/ Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin  - https://www.facebook.com/TraderMerlin Live Daily Show:  - https://www.youtube.com/TraderMerlin   Trading Applications used: TastyWorks, CliK, TradeStation, TradingView

In this week's podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), offers insights into MUFG's oil market outlook for 2022. His central thesis is one wherein oil prices are set to moderate next year, driven by a pivot in the prevailing market deficit towards a surplus, albeit with elevated volatility given a confluence of risk factors. Critically, he perceives the market balances looking tighter going into the last quarter, and with it holds conviction that Brent crude will find its way back into the USD 80s/b by year-end – this is centred not just on a cyclical rotation back into a deficit but anchored on our broader thesis that oil markets remain structurally underinvested as the forces of ESG gain traction. Disclaimer: www.mufgresearch.com (PDF)

Volatility across global markets has been picking up sharply recently.Fisher Funds Senior Portfolio Manager Sam Dickie told Heather du Plessis-Allan it could be because of Omicron, but it's probably more likely to be with what the Federal Reserve in the US is doing.“Powell is started to hint that he's gonna take the punch bowl away. What I mean by that is moving away from ultra-loose monetary policy settings and very low-interest rates which have been very supportive for the market.”LISTEN ABOVE

Entrevista com Victor Martins - HEDGEpoint Global Markets sobre o Fechamento de Mercado da Soja

Independent analyst Jimmy Moyaha talks the latest market movements and Sygnia's results. Nico Katzke of Satrix on crypto as part of an investment portfolio. Investment specialist Adrian Saville takes a look at the latest local GDP data.

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The emergence of the Omicron COVID-19 variant has upended JPY market pricing. USD has been sold against JPY, Nikkei selling has picked up speed, JPY rates have gone from flat to downward, and JPY basis has tightened. But investors are still seeking arbitrage opportunities for their spare funds. In today's episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the 2021 year in review and his outlook for 2022, as well as near-term monetary supply and fiscal fund supply and demand dynamics. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis.  Disclaimer: www.mufgresearch.com (PDF)

Everybody eats. We may even consider ourselves experts on the topic, or at least Instagram experts. But are we aware that the shrimp in our freezer may be farmed and frozen in Vietnam, the grapes in our fruit bowl shipped from Chile, and the coffee in our coffee maker grown in Nicaragua, roasted in Germany, and distributed in Canada? Whether we know it or not, every time we shop for food, cook, and eat, we connect ourselves to complex supply networks, institutions, and organizations that enable our food choices. Even locavores may not know the whole story of the produce they buy at the farmers market. In Food, a contribution to the MIT Press Essential Knowledge series, food writer and scholar Fabio Parasecoli offers a consumer's guide to the food system, from local to global. Parasecoli describes a system made up of open-ended, shifting, and unstable networks rather than well-defined chains; considers healthy food and the contradictory advice about it consumers receive; discusses food waste and the implications for sustainability; explores food technologies (and “culinary luddism”); and examines hunger and food insecurity in both developing and developed countries. Parasecoli reminds us that we are not only consumers but also citizens, and as citizens we have more power to improve the food system than we do by our individual food choices. Fabio Parasecoli is a Professor in the Department of Nutrition and Food Studies, The New York University Steinhardt. His research explores the cultural politics of food, particularly in media, design, and heritage. His books include Al Dente: A History of Food in Italy, Feasting Our Eyes: Food, Film, and Cultural Citizenship in the US, Knowing Where It Comes From: Labeling Traditional Foods to Compete in a Global Market, and Global Brooklyn: Designing Food Experiences in World Cities. Website: https://fabioparasecoli.com/ Twitter: @FParasecoli Amir Sayadabdi is a lecturer in Anthropology at Victoria University of Wellington. He is mainly interested in anthropology of food and its intersection with gender studies, migration studies, and studies of race, ethnicity, and nationalism. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/world-affairs

Everybody eats. We may even consider ourselves experts on the topic, or at least Instagram experts. But are we aware that the shrimp in our freezer may be farmed and frozen in Vietnam, the grapes in our fruit bowl shipped from Chile, and the coffee in our coffee maker grown in Nicaragua, roasted in Germany, and distributed in Canada? Whether we know it or not, every time we shop for food, cook, and eat, we connect ourselves to complex supply networks, institutions, and organizations that enable our food choices. Even locavores may not know the whole story of the produce they buy at the farmers market. In Food, a contribution to the MIT Press Essential Knowledge series, food writer and scholar Fabio Parasecoli offers a consumer's guide to the food system, from local to global. Parasecoli describes a system made up of open-ended, shifting, and unstable networks rather than well-defined chains; considers healthy food and the contradictory advice about it consumers receive; discusses food waste and the implications for sustainability; explores food technologies (and “culinary luddism”); and examines hunger and food insecurity in both developing and developed countries. Parasecoli reminds us that we are not only consumers but also citizens, and as citizens we have more power to improve the food system than we do by our individual food choices. Fabio Parasecoli is a Professor in the Department of Nutrition and Food Studies, The New York University Steinhardt. His research explores the cultural politics of food, particularly in media, design, and heritage. His books include Al Dente: A History of Food in Italy, Feasting Our Eyes: Food, Film, and Cultural Citizenship in the US, Knowing Where It Comes From: Labeling Traditional Foods to Compete in a Global Market, and Global Brooklyn: Designing Food Experiences in World Cities. Website: https://fabioparasecoli.com/ Twitter: @FParasecoli Amir Sayadabdi is a lecturer in Anthropology at Victoria University of Wellington. He is mainly interested in anthropology of food and its intersection with gender studies, migration studies, and studies of race, ethnicity, and nationalism. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Everybody eats. We may even consider ourselves experts on the topic, or at least Instagram experts. But are we aware that the shrimp in our freezer may be farmed and frozen in Vietnam, the grapes in our fruit bowl shipped from Chile, and the coffee in our coffee maker grown in Nicaragua, roasted in Germany, and distributed in Canada? Whether we know it or not, every time we shop for food, cook, and eat, we connect ourselves to complex supply networks, institutions, and organizations that enable our food choices. Even locavores may not know the whole story of the produce they buy at the farmers market. In Food, a contribution to the MIT Press Essential Knowledge series, food writer and scholar Fabio Parasecoli offers a consumer's guide to the food system, from local to global. Parasecoli describes a system made up of open-ended, shifting, and unstable networks rather than well-defined chains; considers healthy food and the contradictory advice about it consumers receive; discusses food waste and the implications for sustainability; explores food technologies (and “culinary luddism”); and examines hunger and food insecurity in both developing and developed countries. Parasecoli reminds us that we are not only consumers but also citizens, and as citizens we have more power to improve the food system than we do by our individual food choices. Fabio Parasecoli is a Professor in the Department of Nutrition and Food Studies, The New York University Steinhardt. His research explores the cultural politics of food, particularly in media, design, and heritage. His books include Al Dente: A History of Food in Italy, Feasting Our Eyes: Food, Film, and Cultural Citizenship in the US, Knowing Where It Comes From: Labeling Traditional Foods to Compete in a Global Market, and Global Brooklyn: Designing Food Experiences in World Cities. Website: https://fabioparasecoli.com/ Twitter: @FParasecoli Amir Sayadabdi is a lecturer in Anthropology at Victoria University of Wellington. He is mainly interested in anthropology of food and its intersection with gender studies, migration studies, and studies of race, ethnicity, and nationalism. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/food

FX volatility has continued to pick up over the past week as market participants await further clarity over the potential impact on the global economy from the new COVID variant. The uncertainty should make DM central banks more cautious over tightening policy in the near-term. However, the Fed has signalled that it plans to speed up tightening at their next FOMC meeting. Lee Hardman, Currency Analyst, discusses the implications for the FX market with Martin Viohl, Director of MUFG's Global Customer Marketing Group for EMEA in London. Disclaimer: www.mufgresearch.com (PDF)

In November, oil prices suffered their worst monthly decline since March 2020, with markets under renewed pressure over the impact of the Omicron variant of COVID-19. This came at a time where markets were already apprehensive about the scale of the globally coordinated strategic petroleum reserves (SPR) release to combat energy price inflation. In this week's podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), takes stock of the developments and offers insights on what oil markets can expect for the remaining trading days of 2021. Disclaimer: www.mufgresearch.com (PDF)

The art market is so opaque and illiquid that it barely functions like a market at all. A handful of big names get all the headlines (and most of the dollars). Beneath the surface is a tangled web of dealers, curators, auction houses, speculators — and, of course, artists. In the first episode of a three-part series, we meet the key players and learn how an obscure, long-dead American painter suddenly became a superstar. (Part 1 of “The Hidden Side of the Art Market.”)

The omicron variant of Covid-19 has added a fresh layer of uncertainty to global stock markets. Rabobank's Senior Market Strategist Christian Lawrence talks us through the latest volatility, and what he expects from central banks in the coming weeks. Also in the show: India's coal mines could hamper the country's efforts to reduce carbon emissions. 

Risk related to the new Omicron COVID-19 variant from South Africa roiled Tokyo markets at the end of last week. On November 26, the Kishida Administration announced slight revisions to the JGB issuance plans to meet additional economic support measures. New JGB issuances will be limited, compared to the scale of the budget. Market conditions have been transformed in the space of just a few days. In today's episode, MUFG Chief Japan Strategist Takahiro Sekido discusses the revisions to the FY21 JGB issuance plans and implications for JPY rates as well as cross-border flow information from recently released September TIC data. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis. Disclaimer: www.mufgresearch.com (PDF)

Global sharemarkets are bracing for more volatility in the coming days amid escalating fears about the new COVID-19 variant that's possibly resistant to vaccines. The possibility of tightening restrictions and borders closing will overshadow this week's all-important National Accounts, which will confirm deep economic damage from recent lockdowns.

Global stock markets and oil prices have sold off sharply in response to the new Omicron coronavirus variant and emerging travel restrictions. Major indexes in Europe and the United States are suffering their worst session of the year, with renewed concerns about the economic toll of the pandemic.

The massive risk-off move in the financial markets today could have meaningful global repercussions for investors. This week, Derek Halpenny, Head of Research for Global Markets and International Securities, discusses the implications of the latest upturn in COVID risks with Simon Mayes, Director of MUFG's Global Customer Marketing Group for EMEA in London. Can the surge of the yen continue, and what does FX positioning and monetary policy expectations tell us about possible FX moves ahead? Listen to find out. Disclaimer: www.mufgresearch.com (PDF)

From the BBC World Service: As countries including the U.K., Germany and Japan announce restrictions on flights from a number of southern African countries, the WHO now needs to decide if this should be labelled a variant of concern. But, the selloff in markets, coming the day after Thanksgiving, needs a bit more context. And, we hear from global supermarket giant Carrefour on what super-fast delivery adds to its bottom line.

From the BBC World Service: As countries including the U.K., Germany and Japan announce restrictions on flights from a number of southern African countries, the WHO now needs to decide if this should be labelled a variant of concern. But, the selloff in markets, coming the day after Thanksgiving, needs a bit more context. And, we hear from global supermarket giant Carrefour on what super-fast delivery adds to its bottom line.

Expert analysis from UBS' Mark Haefele as global markets tumble over fears of a new COVID variant discovered in South Africa. Plus, the president of luxury mall developer & owner The Forbes Company on retail trends this holiday season. And, our exclusive look at the top executive stock purchases at some well-known companies, including a market leader in sports betting.

Despite being the most anticipated climate event since the Paris Agreement in 2015, in the end discussions at COP26 took place against a backdrop of concerns regarding security of energy supply and high prices that threatened to derail a global recovery from the worst economic shock in a generation. Energy crises often need short-term (6-12 months) fixes that can be contrary to longer-term climate targets, and whilst change was never going to happen over a fortnight, the pre-occupation of global energy markets with resurging demand and security of supply concerns made COP26 somewhat of a side show. In this week's podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), offers perspectives on what the outlook for energy markets post COP26 looks like and believes that whilst the energy transition train will march on, COP26 highlighted that the split between emerging markets and developed markets split  in tackling climate change is as wide as ever. Disclaimer: www.mufgresearch.com (PDF)

A key piece of uncertainty has been addressed with the nomination of Chair Powell to run the Fed for another four more years, while Fed Governor Brainard was also nominated to the vice chair role. Meanwhile, last week the U.S. House passed their version of the Build Back Better Stimulus plan, but with the U.S. Thanksgiving holiday ahead, we don't believe the bill is close to being finalized in the Senate. However in Japan, the Kishida administration announced additional economic stimulus measures on November 19, with fiscal spending of JPY55.7 trillion. JPY basis has been widening and USDJPY spot rates and the Nikkei stock indexes have been firm. The U.S. rates markets have had another decidedly shift upwards as markets interpret the Fed nomination selection as a more hawkish outcome.  In today's episode, MUFG Chief Japan Strategist Takahiro Sekido and MUFG Head of U.S. Macro Strategy George Goncalves discuss how these developments are impacting their views in their respective markets and what to expect ahead. Disclaimer: www.mufgresearch.com (PDF)

Market participants are becoming more fearful of downside risks to growth in Europe. The latest COVID wave has already prompted policymakers to re-tighten restrictions. It joins the energy price shock, geopolitical tensions with Russia and the developing currency crisis in Turkey on the list of worries for European investors. In contrast, the US economy has regained upward momentum and the Fed's communication is turning more hawkish. Lee Hardman, Currency Analyst, and Michael Owen, MUFG's Head of Global Client desk for EMEA in London, discuss the market implications of last week's events, adding a long USD/CZK trade idea to reflect these risks. Disclaimer: www.mufgresearch.com (PDF)

In Part 2, Dr. Brouwer examines hydrogen and fuel cell global markets/trends, discusses whether existing infrastructure could be used for hydrogen storage and provides policy recommendations for how hydrogen and fuel cell solutions can achieve widespread adoption.

As we near the end of 2021, the emerging market growth outlook appears more challenging and also more heterogeneous than at the outset of the year. Monetary and fiscal policy have played a pivotal role in supporting growth since the onset of the pandemic, but as policy is tightened, these tailwinds are turning into headwinds. Inflation has been driven sharply higher across many economies by a confluence mix of higher commodity prices (energy and food), base effects, re-opening reverberations and fast-recovering developed markets demand. In this week's podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), offers perspectives on what to expect for emerging markets over the remaining weeks of this year with all-too-familiar issues such as inflation, fiscal overreach and political instability increasingly entrenched on investors' minds. Disclaimer: www.mufgresearch.com (PDF)

In today's episode, MUFG Head of U.S. Macro Strategy George Goncalves recaps what has amounted to one of the most interesting years in the bond markets. He also reminds us that the year is not over, and there are more key fiscal, Fed, and economic events ahead that could still result in even more interesting twists and turns in markets. Disclaimer: www.mufgresearch.com (PDF)

In today's episode, Tobi Petrocelli, MUFG Head of Environmental and Sustainability Management and Hailey Orr, MUFG Capital Markets Strategist discuss several key outcomes from COP26, the importance of the Glasgow Climate Pact, and how agreements and negotiations stacked up against expectations going into the conference.  Disclaimer: www.mufgresearch.com (PDF)

Another shock inflation print in the U.S. this week will likely have consequences for the FX markets going forward. This week Derek Halpenny, Head of Research for Global Markets EMEA and International Securities, discusses this and other FX themes in focus with Chris de Siebert, Head of Institutional Investors FX Sales for EMEA. What are the implications for the USD as US yields drift higher and what are the consequences for the pound with increasing speculation that the UK government could be about to trigger Article 16 under the Northern Ireland Protocol? Disclaimer: www.mufgresearch.com (PDF)

In today's episode, Glenn Schultz, MUFG Head of Agency Mortgage Prepayment Modeling and Strategy, discusses the upcoming baseline loan limit increase and its potential impacts on the market. He also reviews in detail the expanded-data home price index and the standard home price index and how they behave versus each other. Disclaimer: www.mufgresearch.com (PDF)

The COP26 climate summit in Glasgow has made real progress – announcing new and unexpected net-zero pledges, a commitment to reduce methane emissions and moves to squeeze fossil fuel funding and end deforestation. The finer points, however, such as the rules for a global carbon market, the format for countries to report their emissions and the level of climate-related financial assistance provided by developed to emerging markets, remain unresolved. In this week's podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), offers perspectives on the first take of COP26 deliberations that draw to a close on 12 November and what to make of thorny questions of enforcement surrounding non-legally binding COP26 pledges until countries meet in November 2022 at COP27. Disclaimer: www.mufgresearch.com (PDF)

A new season of “Beyond Unprecedented: The Post-Pandemic Economy” examines law, business, and capital markets in a world changed by COVID-19. The hosts kick off the season with NPR's Stacey Vanek Smith to discuss what constitutes the new normal in the current economy. Brought to you by Columbia Law School and the Ira M. Millstein Center for Global Markets and Corporate Ownership.

Yields of G10 sovereign bonds, especially U.S. Treasury and JGB yields, declined in early November, following the policy meetings by the FOMC, the Reserve Bank of Australia, and the Bank of England. And the rally in spot Dollar/Yen has stalled coincidently with the Yen rallying against other currencies. Yen basis has been particularly volatile but has come off the wides.   In today's episode, MUFG Chief Japan Strategist Takahiro Sekido summarizes TDB and JGB issuance prospects for November, JPY basis moves, and Japanese pensions investment results. He also shares his views on the Dollar/Yen, Yen rates, and Yen basis. Disclaimer: www.mufgresearch.com (PDF)

Last week was a busy week for central bank policy updates, with the Bank of England delivering the biggest market surprise by leaving rates unchanged after recent hawkish policy signals. The Fed meeting was less eventful; good communication from the Fed has prevented another taper tantrum as it outlined plans to start tapering Quantitative Easing. The USD has benefitted from the scaling back of rate-hike expectations outside of the US and is set to record fresh year to date highs in the week ahead. Lee Hardman, Currency Analyst, and Michael Owen, MUFG's Head of Global Client desk for EMEA in London, discuss the market implications of last week's events, adding a short GBP/CHF trade idea to reflect heightened downside risks for the GBP from rising inflation expectations and Brexit tensions. Listen to the podcast for more insights. Disclaimer: www.mufgresearch.com (PDF)

The first week of the 26th Conference of Parties (COP26) is now history. With heads of state now exiting Glasgow, the hard and delicate slog of negotiating is officially underway. While COP26 certainly made headlines since kicking off on 31 October, there have been few true legitimate surprises, with most previous climate pledges being reiterated during the event without material visibility on the timelines for transitioning towards a renewables-led future. In this week's podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), summarises the highs and lows of the first week at COP26 in terms of energy pledges, assesses the long list of thorny issues confronting negotiators, and contextualises how deals made at COP26 will have repercussions for financial markets and corporates across all sectors of the global economy.   Disclaimer: www.mufgresearch.com (PDF)