Derek Halpenny

Head of Research for Global Markets at @MUFGEMEA

[Derek Halpenny @derekhalpenny]

The MUFG Global Markets Podcast https://t.co/Us9vgZEsHe

[Derek Halpenny @derekhalpenny]

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.

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In his latest podcast, @derekhalpenny, Head of Research for Global Markets EMEA & International Securities, discusses the implications of Fed Chair Powell’s recent speech for the #dollar. https://t.co/q1yaeQ1cdw

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Did the new government do enough to reverse the recent loss of credibility? @derekhalpenny discusses the implications of the Autumn Statement for #BoE monetary policy and the Pound.
https://t.co/84iaYj1FGI

[Derek Halpenny @derekhalpenny]

Sorry. Previous tweet didn’t include my podcast.

[MUFG EMEA @MUFGEMEA]

After a drop of over 5% for the US dollar this week,
@derekhalpenny discusses the primary driver of the move – the weak US inflation data, and what this means for the US #dollar.

Listen here: https://t.co/l3tNjyNVVM #USD #podcast #markets

[Derek Halpenny @derekhalpenny]

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. https://t.co/Dgum23gONn

[Derek Halpenny @derekhalpenny]

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:
https://t.co/g4iYLEQQT1

[Derek Halpenny @derekhalpenny]

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.

[MUFG EMEA @MUFGEMEA]

@derekhalpenny discusses whether the US dollar sell-off will be sustained into this week.

He also discusses what the central bank meetings this week mean for the #FX #markets and how the BoE meeting next week will impact the pound. Listen here: https://t.co/ZZmB9WQbU6

[Derek Halpenny @derekhalpenny]

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

[MUFG EMEA @MUFGEMEA]

A major policy U-turn is underway in the UK and levels of volatility are high. Has Liz Truss done enough to restore confidence and is Jeremy Hunt a wise choice as Chancellor?

@derekhalpenny outlines what this might mean for the UK markets: https://t.co/ytulHcQXME #markets

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It has been another volatile week in the FX market as the USD and US yields have corrected lower. @LeeHardman6 discusses whether it is too soon to expect a dovish Fed policy pivot and sustained reversal of USD strength.
Listen here: https://t.co/VnE7VFGyN3 #currency #markets #usd

[MUFG EMEA @MUFGEMEA]

With another week of wild swings in the financial markets, @derekhalpenny 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: https://t.co/08OMuhud0j #research #markets #usd #gbp

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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.

@derekhalpenny discusses the threat of JPY intervention after comments from Tokyo: https://t.co/VmbD9A2Brm #markets

[Derek Halpenny @derekhalpenny]

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

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With EUR/USD breaching parity this week and the Fed expected to maintain its hawkish stance given stubbornly high inflation, the 2s10s US Treasury curve has inverted further.

@derekhalpenny discusses implications for USD in periods of curve inversion: https://t.co/Y6HFofH0T9

[Derek Halpenny @derekhalpenny]

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

[MUFG EMEA @MUFGEMEA]

USD depreciated again this week, with US yields declining and equity markets rebounding – always a bad mix for the dollar.

@derekhalpenny discusses the outlook for the currency with Michael Owen, MUFG’s Head of Global Client desk for EMEA.

Listen here: https://t.co/5PNFtdTbAh

[Derek Halpenny @derekhalpenny]

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

[MUFG EMEA @MUFGEMEA]

Against a background of war in Ukraine and the US dollar heading to highs not seen since 2016, @DerekHalpenny covers all the key issues for #fx markets on his latest video blog: https://t.co/uWBi2L5ng0 #USD #JPY

[Derek Halpenny @derekhalpenny]

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

[MUFG EMEA @MUFGEMEA]

With #USDJPY hitting the highest level since 2002, it has been another tumultuous week. @derekhalpenny discusses the ongoing turmoil, breaking down vital market issues like the prospect for joint intervention by Japan and the US to stem yen weakness: https://t.co/hZrDCCPtrz

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With a #USD advance of over 1% this week, @federalreserve 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 @derekhalpenny here: https://t.co/4aXPie7aNl

[Derek Halpenny @derekhalpenny]

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.

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This week, joins us as @derekhalpenny provides an update on energy supplies into Europe after Russia’s decree for natural gas payments to be made in rouble and what to expect from the French presidential election on April 10. #markets #fx

Listen now: https://t.co/Cmdiqfm6dZ

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This week on the podcast, @LeeHardman6 discusses FX market implications following sanctions on Russia, while @EhsanKhoman explains why commodities are now marching to levels where demand destruction – through still higher prices – will become prevalent: https://t.co/TjgWIR4Fd5

[MUFG EMEA @MUFGEMEA]

The Russia invasion of Ukraine is going to have two main impacts, according to @LeeHardman6; 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: https://t.co/2Lsf6LrLaQ

[MUFG EMEA @MUFGEMEA]

This week on the podcast, @EhsanKhoman 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?@derekhalpenny explains:
https://t.co/TjgWIR4Fd5