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Market Pulse | High-signal updates for investors and operators

Market Pulse · Global · Daily high-signal market updates for investors and operators | Showing 8 of 8

Market Pulse | High-signal updates for investors and operators

Daily stream of high-signal market updates and intelligence. Refreshed every day.

Market Pulse · Global · Showing 8 of 8

FX Crosscurrents: The Impact of Global Central Bank Decisions | 20 Jun 2026 | The MUFG Global Markets Podcast

**1. Executive Briefing (TL;DR)** - **The Core Thesis:** Despite a historic, hawkish shift in the Federal Reserve's dot plot driven by leadership changes, peaking inflation and crumbling energy prices will contain the upside for US yields, limiting sustained dollar appreciation. Concurrently, a structural regime shift across the ECB, BOJ, and UK politics is creating highly localized, volatile FX crosscurrents,…

Jun 20, 2026·Macro / Economics
FX Crosscurrents: The Impact of Global Central Bank Decisions | 20 Jun 2026 | The MUFG Global Markets Podcast

Under the Banyan Tree – Unexpected moves in Asian FX | 12 Jun 2026 | HSBC Global Investment Research

**Host:** Fred Newman (HSBC, Hong Kong) **Guest:** Joey Chu (Head of Asian FX Research, HSBC, Singapore) **Global Macro Environment & The Strong Dollar Regime** - **The Core Disconnect:** Global equity markets have climbed to all-time highs following recent ceasefire announcements, which typically dampens safe-haven demand. However, the US dollar (USD) has remained exceptionally well-supported…

Jun 12, 2026
·Macro / Economics
Under the Banyan Tree – Unexpected moves in Asian FX | 12 Jun 2026 | HSBC Global Investment Research

Themes and trades for the summer | May 29 | Rate Check Podcast | Deutsche Bank Research Institute

> In the latest Rate Check episode, George Saravelos (Global Head of FX Research) and Ioannis Sokos (Rates Strategist) join to discuss key trends in global rates and FX markets. **1. Global Macro & US Dollar Outlook: Transitioning to Neutral** The broader market has settled back into a defined range, primarily driven by Brent crude oil dipping back below the $100 per barrel mark. Client focus has visibly shifted…

Jun 4, 2026·Markets & Investments
Themes and trades for the summer | May 29 | Rate Check Podcast | Deutsche Bank Research Institute

Limbo of war | 30 May 2026 | Macro Minutes | RBC Capital Markets

**[00:00:22](#yt=22) Introduction & The "Limbo of War"** - **Host & Guests:** The episode is hosted by Avasani, joined by Luis Estrada (LATAM FX Strategist) and Dasha Parko (EMIA FX Strategist). It was recorded across May 27th and May 28th, 2026 [[00:00:22](https://youtu.be/kRw0FAdYsL4?si=qTsAT2_gZHi5C035&t=22s)]. - **The War Limbo:** The core macro backdrop is the prospect of a potential resolution to the ongoing…

May 31, 2026·Markets & Investments
Limbo of war | 30 May 2026 | Macro Minutes | RBC Capital Markets

Thursday: RBNZ to hike sooner than expected | 28 May 2026 | 5 in 5 with ANZ

**Speaker Profiles & Metadata** - **Episode Date:** Thursday, May 28, 2026 (Published May 27, 2026) - **Bernard Hickey:** Podcast Host [[00:08:54](https://youtu.2026/Wh4IVeMu1MY?si=F4PZ9SYUIJQjZTRm&t=8m54s)]. - **Sharon Zollner:** Chief Economist, ANZ New Zealand [[00:00:52](https://youtu.2026/Wh4IVeMu1MY?si=F4PZ9SYUIJQjZTRm&t=52s)]. - **Miles Workman:** Senior Economist, ANZ…

May 28, 2026·Macro / Economics
Thursday: RBNZ to hike sooner than expected | 28 May 2026 | 5 in 5 with ANZ

U.S. Midterms: What Investors Should Watch | Thoughts on the Market | Morgan Stanley

> In this episode of *Thoughts on the Market* from Morgan Stanley, recorded on **Wednesday, April 22nd** at 10:00 a.m. in New York [[00:15](http://www.youtube.com/watch?v=kffpT1Ggc2o&t=15)], Michael Zizus and Ariana Salvatore discuss the upcoming U.S. midterm elections and their anticipated impact on the markets. They provide a nuanced view, suggesting that while elections generate significant noise, their macro…

Apr 23, 2026·Macro / Economics
U.S. Midterms: What Investors Should Watch | Thoughts on the Market | Morgan Stanley

Markets Edition: Iran, Petro$ & IMF | Research @ Citi

> This is a summary of the **Citi Markets Edition** podcast recorded on **April 20, 2026**, featuring **Dirk Willer** (Global Head of Macro) and **Adam Picket** (London Macro Head). The discussion centers on the impact of geopolitical tensions in Iran, the evolution of the "Petro-dollar," and insights from the IMF Spring Meetings. **[[00:00:00](https://youtu.be/OEC5WEQ6N0g?si=bk0yZp4LJmgumKPZ&t=0s)] Research at…

Apr 23, 2026·Macro / Economics
Markets Edition: Iran, Petro$ & IMF | Research @ Citi

Paul Gigot in Conversation with U.S. Treasury Secretary Scott Bessent | Wall Street Journal Opinion

> In this interview, U.S. Treasury Secretary Scott Bessent discusses the administration’s aggressive economic strategies regarding Iran, the stability of the U.S. dollar against Chinese competition, domestic growth projections, and the future of the Federal Reserve. **I. Introduction & Editorial Banter** - **Editorial Friction:** The interview opens with Paul Gigot addressing a WSJ editorial that Secretary Scott…

Apr 15, 2026·Macro / Economics
Paul Gigot in Conversation with U.S. Treasury Secretary Scott Bessent | Wall Street Journal Opinion
Source
Currencies & FXMacro / EconomicsOutlook / Update

FX Crosscurrents: The Impact of Global Central Bank Decisions | 20 Jun 2026 | The MUFG Global Markets Podcast

1. Executive Briefing (TL;DR)

  • The Core Thesis: Despite a historic, hawkish shift in the Federal Reserve's dot plot driven by leadership changes, peaking inflation and crumbling energy prices will contain the upside for US yields, limiting sustained dollar appreciation. Concurrently, a structural regime shift across the ECB, BOJ, and UK politics is creating highly localized, volatile FX crosscurrents,…
View Full Article
UJ
Jun 20, 2026
Source
Currencies & FXMacro / EconomicsOutlook / Update

Under the Banyan Tree – Unexpected moves in Asian FX | 12 Jun 2026 | HSBC Global Investment Research

Host: Fred Newman (HSBC, Hong Kong) Guest: Joey Chu (Head of Asian FX Research, HSBC, Singapore)

Global Macro Environment & The Strong Dollar Regime

  • The Core Disconnect: Global equity markets have climbed to all-time highs following recent ceasefire announcements, which typically dampens safe-haven demand. However, the US dollar (USD) has remained exceptionally well-supported…
Source
Currencies & FXMarkets & InvestmentsOutlook / Update

Themes and trades for the summer | May 29 | Rate Check Podcast | Deutsche Bank Research Institute

Source
Currencies & FXMarkets & InvestmentsPodcast

Limbo of war | 30 May 2026 | Macro Minutes | RBC Capital Markets

00:00:22 Introduction & The "Limbo of War"

  • Host & Guests: The episode is hosted by Avasani, joined by Luis Estrada (LATAM FX Strategist) and Dasha Parko (EMIA FX Strategist). It was recorded across May 27th and May 28th, 2026 [00:00:22].
  • The War Limbo: The core macro backdrop is the prospect of a potential resolution to the ongoing…
Source
Currencies & FXEmerging MarketsMacro / Economics
+33 more tags
Markets & Investments
Source
Currencies & FXEquityFixed Income
+33 more tags
Macro / Economics
Source
Currencies & FXMacro / EconomicsMarkets & Investments
+22 more tags
Middle East
Source
Currencies & FXMacro / EconomicsMarkets & Investments
+33 more tags
View Full Article
UJ
Jun 12, 2026

In the latest Rate Check episode, George Saravelos (Global Head of FX Research) and Ioannis Sokos (Rates Strategist) join to discuss key trends in global rates and FX markets.

1. Global Macro & US Dollar Outlook: Transitioning to Neutral

The broader market has settled back into a defined range, primarily driven by Brent crude oil dipping back below the $100 per barrel mark. Client focus has visibly shifted…

View Full Article
UJ
Jun 4, 2026
View Full Article
UJ
May 31, 2026
Podcast
Southeast Asia

Thursday: RBNZ to hike sooner than expected | 28 May 2026 | 5 in 5 with ANZ

Speaker Profiles & Metadata

  • Episode Date: Thursday, May 28, 2026 (Published May 27, 2026)
  • Bernard Hickey: Podcast Host [00:08:54].
  • Sharon Zollner: Chief Economist, ANZ New Zealand [00:00:52].
  • Miles Workman: Senior Economist, ANZ…
View Full Article
UJ
May 28, 2026
Podcast
US

U.S. Midterms: What Investors Should Watch | Thoughts on the Market | Morgan Stanley

In this episode of Thoughts on the Market from Morgan Stanley, recorded on Wednesday, April 22nd at 10:00 a.m. in New York [00:15], Michael Zizus and Ariana Salvatore discuss the upcoming U.S. midterm elections and their anticipated impact on the markets. They provide a nuanced view, suggesting that while elections generate significant noise, their macro…

View Full Article
UJ
Apr 23, 2026
Podcast

Markets Edition: Iran, Petro$ & IMF | Research @ Citi

This is a summary of the Citi Markets Edition podcast recorded on April 20, 2026, featuring Dirk Willer (Global Head of Macro) and Adam Picket (London Macro Head). The discussion centers on the impact of geopolitical tensions in Iran, the evolution of the "Petro-dollar," and insights from the IMF Spring Meetings.

**[00:00:00] Research at…

View Full Article
UJ
Apr 23, 2026
Monetary Policy
Podcast
US

Paul Gigot in Conversation with U.S. Treasury Secretary Scott Bessent | Wall Street Journal Opinion

In this interview, U.S. Treasury Secretary Scott Bessent discusses the administration’s aggressive economic strategies regarding Iran, the stability of the U.S. dollar against Chinese competition, domestic growth projections, and the future of the Federal Reserve.

I. Introduction & Editorial Banter

  • Editorial Friction: The interview opens with Paul Gigot addressing a WSJ editorial that Secretary Scott…
View Full Article
UJ
Apr 15, 2026