The Global Markets FX Week Ahead Podcast

Jun 06, 2025 By Lee Hardman

What’s next for the USD after the latest NFP report?

MUFG Global Markets US Podcast

Jun 03, 2025 By George Goncalves

The Great Whiplash (Podcast Version)

The Global Markets FX Week Ahead Podcast

May 30, 2025 By Derek Halpenny

US dollar confidence to remain an issue

Global Markets Asia Podcast - Indonesian policy and FX outlook

May 29, 2025 By Lloyd Chan

We assess our outlook for the Indonesian rupiah following the 2 April US...

The Global Markets FX Week Ahead Podcast

May 23, 2025 By Lee Hardman

What’s behind the latest USD sell-off?

The Global Markets FX Week Ahead Podcast

May 16, 2025 By Derek Halpenny

Foreign investors still buying UST bonds

The Global Markets FX Week Ahead Podcast

May 09, 2025 By Lee Hardman

Is a USD recovery underway?

MUFG Global Markets US Podcast

May 06, 2025 By George Goncalves

May 2025 FOMC Preview: Inaction is action (and a potential policy mistake)…

The Global Markets FX Week Ahead Podcast

May 02, 2025 By Derek Halpenny

USD Sell-off Intensifies Despite Strong US Jobs Data

MUFG Video - USD Long-Term Downtrend

May 02, 2025 By Derek Halpenny

USD Long-Term Downtrend

The ECB easing cycle seems close to an end

Jun 05, 2025 By Henry Cook

Lagarde pushed back against the significance of lower headline inflation...

Capital Markets Strategy

Jun 03, 2025 By Tom Joyce

Monthly Market Recap (Markets Complete Post-"Liberation Day" Roundtrip i...

ECB preview – The last of the back-to-back cuts?

Jun 02, 2025 By Henry Cook

The reinforced disinflation process paves the way for more easing, but t...

Japan Economic Calendar

May 30, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of June 2 to 7, 2025）

Japan Economic Calendar

May 16, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of May 19 to 23, 2025)

UK – Another strong start to the year

May 15, 2025 By Henry Cook

Fixed investment supported growth in Q1 - but a slowdown ahead remains l...

Capital Markets Strategy

May 13, 2025 By Tom Joyce

Calibrating Expectations (The Global Economy, Policy & Markets in 2025)

Japan Economic Calendar

May 09, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of May 12 to 16, 2025）

BoE Review (May 2025)

May 08, 2025 By Henry Cook

A divided MPC continues along the path of least resistance

BoE Preview (May 2025)

May 06, 2025 By Henry Cook

Still sticking to the default path

FX Daily Snapshot

Jun 10, 2025 By Lee Hardman

UK labour market report delivers setback for pound

Asia FX Talk - 3 things from Asia exports for May

Jun 10, 2025 By Michael Wan

Asia exports for May highlighted 3 things: 1) negative impact to China's...

JPY Weekly - 9 June 2025

Jun 09, 2025 By Teppei Ino

USD/JPY: Market remains range-bound

JPY Weekly Topics - 9 June 2025

Jun 09, 2025 By Teppei Ino

US Treasury report backs BOJ policy normalization

FX Daily Snapshot

Jun 09, 2025 By Lee Hardman

USD vulnerable to further weakness after NFP fails to provide lasting su...

Asia FX Talk - Focus on US-China talks

Jun 09, 2025 By Michael Wan

The key to watch include the US-China trade talks, which are expected to...

FX Weekly

Jun 06, 2025 By Derek Halpenny

USD doubts to persist

Asia FX Weekly - South Korea’s election result lifts KRW

Jun 06, 2025 By Lin Li

The key reason driving the strengthening of KRW is South Korea’s preside...

India: RBI (June 2025) Front-loading rate cuts, next rate cut likely in Dec

Jun 06, 2025 By Michael Wan

The most important takeaway from the RBI meeting is that this is a front...

FX Daily Snapshot

Jun 06, 2025 By Derek Halpenny

Trade tensions ease but limited reaction ahead of US jobs data

US Macro Insights: May 2025 NFP Preview

Jun 05, 2025 By George Goncalves

Will uncertainty clouds part, or will we finally start to see liberation...

US Macro2Markets Outlook: The Great Whiplash

May 31, 2025 By George Goncalves

Many policy shifts+low conviction led to a stop/start (but go nowhere) m...

Fixed Income Commentary

May 30, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Media reports MoF sending out questionnaire regarding its JGB issuance p...

Japan Economic & Financial Weekly

May 26, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Directionless trading likely as market ponders outlook for US-China "det...

Fixed Income Commentary

May 22, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Super-long JGB supply-demand concerns: Sluggish domestic demand, foreign...

Japan Economic & Financial Weekly

May 19, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Directionless trading likely as market ponders outlook for US-China "det...

BOJ Monetary Policy Navigator

May 19, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Our scenarios for BoJ monetary policy against backdrop of "high uncertai...

US Fiscal Perspectives: May 2025 US Credit Downgrade Views - Rates Compounding Issue

May 19, 2025 By George Goncalves

Three Strikes: Slow & long slide from being a full AAA Story

May 2025 Fed & Rates Call Update

May 15, 2025 By George Goncalves

Shifting our Fed call to July & increasing cuts, as the longer they wait...

Japan Economic & Financial Weekly

May 12, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yields may reverse higher on hopes of US trade deal and fears of det...

Credit Strategy Banks

May 23, 2025 By Carlo Mareels

Arbejdernes Landsbank a small but resilient domestic Danish lender

Credit Strategy Banks

May 01, 2025 By Carlo Mareels

Banco Sabadell / BBVA Callable EUR SNP Switch Idea

TenneT optionality on the rise

Nov 14, 2024 By Darren Hook

TenneT unsecured bond rating: BUY. We support a strong preference for t...

European Credit - September 2023

Sep 26, 2023 By Carlo Mareels

European Credit - September 2023

European Credit - June 2023

Jun 22, 2023 By Carlo Mareels

European Credit - June 2023

European Credit - March 2023

Mar 15, 2023 By Carlo Mareels

European Credit - March 2023

MUFG European Banks Comment- 15 February 2023

Feb 15, 2023 By Carlo Mareels

MUFG European Banks Comment- 15 February 2023

Global Markets Monthly

Mar 25, 2025 By MUFG Research

March 2025

Global Markets Monthly

Feb 20, 2025 By MUFG Research

February 2025

Global Markets Monthly

Jan 27, 2025 By MUFG Research

January 2025

Global Markets Monthly

Nov 19, 2024 By MUFG Research

November 2024

Global Markets Monthly

Oct 28, 2024 By MUFG Research

October 2024

Global Markets Monthly

Sep 24, 2024 By MUFG Research

September 2024

Global Markets Monthly

Jul 23, 2024 By MUFG Research

July 2024

Global Markets Monthly

Jun 25, 2024 By MUFG Research

June 2024

Global Markets Monthly

May 22, 2024 By MUFG Research

May 2024

Global Markets Monthly

Apr 23, 2024 By MUFG Research

April 2024