The Global Markets FX Week Ahead Podcast

Aug 29, 2025 By Derek Halpenny

US dollar resilience unlikely to last

The Global Markets FX Week Ahead Podcast

Aug 22, 2025 By Lee Hardman

What’s next for the USD after Jackson Hole?

The Global Markets FX Week Ahead Podcast

Aug 15, 2025 By Lee Hardman

How is the changing outlook for BoJ and Fed policies impacting USD/JPY?

The Global Markets FX Week Ahead Podcast

Aug 08, 2025 By Derek Halpenny

USD downside risks increasing

MUFG Global Markets US Podcast

Aug 05, 2025 By George Goncalves

At an inflection point or another macro head fake? (Podcast Edition)

The Global Markets FX Week Ahead Podcast

Aug 01, 2025 By Derek Halpenny

Weak jobs data a gamechanger

The Global Markets FX Week Ahead Podcast

Jul 25, 2025 By Lee Hardman

Will the BoJ policy update provide trigger for a JPY rebound?

The Global Markets FX Week Ahead Podcast

Jul 18, 2025 By Derek Halpenny

Japan, Politics and the Yen - Is It All Priced?

MUFG Video - USD/JPY - Tariffs and Political Risks

Jul 16, 2025 By Derek Halpenny

USD/JPY - Tariffs and Political Risks

MUFG Global Markets US Podcast

Jul 15, 2025 By George Goncalves

Mid-Month Update: Balancing Tariff News vs Recent Data Trends

Middle East

Sep 02, 2025 By Soojin Kim

Daily - 02 September 2025

Middle East

Sep 01, 2025 By Soojin Kim

Daily - 01 September 2025

Japan Economic Calendar

Aug 29, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Week of September 1 to 7, 2025

Middle East

Aug 29, 2025 By Soojin Kim

Daily - 29 August 2025

Middle East

Aug 28, 2025 By Soojin Kim

Daily - 28 August 2025

Middle East

Aug 27, 2025 By Soojin Kim

Daily - 27 August 2025

Middle East

Aug 26, 2025 By Soojin Kim

Daily - 26 August 2025

Japan Economic Calendar

Aug 22, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Week of August 25 to 31, 2025

Middle East

Aug 22, 2025 By Soojin Kim

Daily - 22 August 2025

Middle East

Aug 21, 2025 By Soojin Kim

Daily - 21 August 2025

IndonesiaPulse: Rupiah outlook tested by protests, anchored by policy buffers

Sep 02, 2025 By Lloyd Chan

Indonesia’s near-term rupiah outlook is shaped by a confluence of politi...

FX Daily Snapshot

Sep 02, 2025 By Lee Hardman

JPY weakens after BoJ remains cautious over resuming rate hikes

Asia FX Talk - Sectoral tariffs could become more important with legal complications

Sep 02, 2025 By Michael Wan

Overall, Trump may ultimately lean more on sectoral tariffs, while using...

Monthly Foreign Exchange Outlook

Sep 01, 2025 By MUFG Research

September 2025

FX Daily Snapshot

Sep 01, 2025 By Lee Hardman

USD continues to weaken after fresh US tariff policy uncertainty

Asia FX Talk - PBOC anchors yuan, rupiah weakens amid protests

Sep 01, 2025 By Lloyd Chan

Since the Jackson Hole symposium last week, USDCNH has declined by 0.8%,...

Asia FX Weekly - CNY supported by equity sentiment

Aug 29, 2025 By Lin Li

Asia’s economic calendar will be headlined by China’s official PMIs, US...

FX Daily Snapshot

Aug 29, 2025 By Derek Halpenny

USD broadly stable with focus on the Fed

Asia FX Talk - BSP rate cuts: the beginning of the end?

Aug 29, 2025 By Michael Wan

The key theme was renewed Dollar weakness and also stronger CNH/CNY, as...

Singapore: Why inflation will stay soft and support further MAS easing?

Aug 28, 2025 By Lloyd Chan

Singapore’s benign inflation could remain entrenched, giving MAS room to...

Fixed Income Commentary

Sep 02, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Factors driving 10-year JGB yield's climb above 1.6%; future outlook

Japan Economic & Financial Weekly

Sep 02, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yield and yield curve scenarios for September and 2H FY25-FY27

Fixed Income Commentary

Sep 01, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Net basis for super-long JGB futures

Fixed Income Commentary

Aug 25, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: JGB yield curve (medium/long-term JGBs) failing to...

Japan Economic & Financial Weekly

Aug 25, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Nervousness over content and timing of "next moves" by Fed and BoJ

CB Views: August 2025 Jackson Hole Recap

Aug 22, 2025 By George Goncalves

Powell Pivot Strikes Again...

CB Views: August 2025 Jackson Hole Preview

Aug 20, 2025 By George Goncalves

We know what you did last summer (pivot to rate cuts)… But not so fast!

Fixed Income Commentary

Aug 18, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Super-long JGB yields now at high levels even with...

Japan Economic & Financial Weekly

Aug 18, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Impact of Bessent's comment that BoJ is "behind the curve"

Fixed Income Commentary

Aug 12, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Pronounced caution regarding super-long JGBs even...

European Corporate Credit Strategy

Jul 01, 2025 By Darren Hook

TenneT moving up the ratings curve

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