This week on the podcast, Ehsan Khoman delves into why a U.S.-Iran nuclear deal would not derail his structurally bullish oil conviction. Meanwhile, after another week of huge moves in rates markets, where does this leave FX?Derek Halpenny explains: bit.ly/3bobUhC

The Russia invasion of Ukraine is going to have two main impacts, according to Lee Hardman; a negative impact on growth and a stagflationary shock for the global economy. In this video blog, Lee outlines the outlook for FX markets and central bank policy: bit.ly/3Mj9d2Z

This week on the podcast, Lee Hardman discusses FX market implications following sanctions on Russia, while Ehsan Khoman explains why commodities are now marching to levels where demand destruction – through still higher prices – will become prevalent: bit.ly/3bobUhC

Le Pen continues to close the gap to Macron. There’s been very little interest on the French elections this year. That could well be about to change.

With a #USD advance of over 1% this week, Federal Reserve balance sheet shrinkage plans, the first round of the French presidential election and upcoming ECB policy meeting all impacting #fx markets this week, listen to outlook from Derek Halpenny here: bit.ly/3LTMXLP

US 2yr yield now down close to 20bps from Friday’s high. If this continues #USD/JPY will fall all on its own!

A short video on #USD outlook and prospects for Japan intervention to limit #JPY weakness

Has the US dollar bull run ended? Probably not but worth a discussion! My latest podcast discusses US dollar performance

EUR/USD recovery back above parity might not last long!

The financial markets are braced for a busy week, with 6 G10 central bank meetings, and all are expected to hike rates apart from the BoJ. Derek Halpenny discusses the threat of JPY intervention after comments from Tokyo: bit.ly/3Lrw8Jl #markets

With another week of wild swings in the financial markets, Derek Halpenny provides a view on what might happen next for the pound. Derek also discusses JPY moves with USD/JPY rebounding notably from the post-intervention lows: bit.ly/3C26BSK #research #markets #usd #gbp

It has been another volatile week in the FX market as the USD and US yields have corrected lower. Lee Hardman discusses whether it is too soon to expect a dovish Fed policy pivot and sustained reversal of USD strength. Listen here: bit.ly/3VdldHA #currency #markets #usd

Jeremy saves the day for Liz Truss. But confidence in the PM severely damaged. What lies ahead in FX? Listen to my latest podcast.

USD weakness reversing already ahead of the FOMC on Wednesday. Markets may have got ahead of themselves in expecting a dovish pivot. My latest MUFG podcast covers in more detail.

BoE hike with grim guidance that spell warnings for GBP - #GBP vs #USD down close to 2%. And for good reason. The #BoE couldn't have been more pessimistic if they tried! Please click below to view the full article: market-research.bk.mufg.jp/distribution/4…

It was just one #CPI report from the #US but still important nonetheless. I cover the prospect of “three peaks” in my podcast this week. x.com/mufgemea/statu…

Sorry. Previous tweet didn’t include my podcast.

Did the new government do enough to reverse the recent loss of credibility? Derek Halpenny discusses the implications of the Autumn Statement for #BoE monetary policy and the Pound. bit.ly/3AB9QAG

My latest podcast I speak about the #USD swinging back and forth. Last week was a week of selling. This week has started with the #USD rebounding.

The MUFG Global Markets Podcast podbean.com/pu/pbblog-ygbg…