The MUFG Global Markets Podcast

MUFG's EMEA research head: 3 more hikes are priced, the Fed's dots show 1

8 calls: Why he thinks the dollar can overshoot for weeks before it retraces, the ECB peak he has moved to 3%, and what the Bank of England just did to…

Sep 19 • The Scuttlebutt

Derek Halpenny: Warsh's Jackson Hole speech reopens the case for a September Fed hike, the debasement trade fades, and the BOJ still moves…

Why he reads higher real yields as AI capital demand, why the dollar index can grind up to 100, and why the Canadian dollar's slide has barely started…

Aug 29 • The Scuttlebutt

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