The Global Markets FX Week Ahead Podcast

Jun 27, 2025 By Lee Hardman

What's next for the USD after Middle East tensions ease?

The Global Markets FX Week Ahead Podcast

Jun 20, 2025 By Derek Halpenny

USD downside risks persist in most Middle East scenarios

MUFG Global Markets US Podcast

Jun 17, 2025 By George Goncalves

June 2025 FOMC Preview Podcast Edition - It’s never “too late” to pivot...

The Global Markets FX Week Ahead Podcast

Jun 13, 2025 By Lee Hardman

Will Middle East tensions trigger a reversal of the weakening USD trend?

MUFG Video - FX market impact from easing of trade fears

Jun 12, 2025 By Lee Hardman

FX market impact from easing of trade fears

Global Markets Asia Podcast - Malaysia's strong investment to support ringgit

Jun 12, 2025 By Lloyd Chan

We assess our outlook for Malaysia's economy and the ringgit amid linger...

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...

Middle East

Jun 30, 2025 By Soojin Kim

Daily - 30 June 2025

Japan Economic Calendar

Jun 27, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(June 30 to July 4, 2025)

Middle East

Jun 26, 2025 By Soojin Kim

Daily - 26 June 2025

Middle East

Jun 25, 2025 By Soojin Kim

Daily - 25 June 2025

Middle East

Jun 24, 2025 By Soojin Kim

Daily - 24 June 2025

Middle East

Jun 23, 2025 By Soojin Kim

Daily - 23 June 2025

Japan Economic Calendar

Jun 20, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(June 23 to 27, 2025)

Bank of England preview (June 2025)

Jun 17, 2025 By Henry Cook

Soft domestic data could bolster dovish dissent

The UK economy is once again losing steam after a fast start to the year

Jun 13, 2025 By Henry Cook

The fiscal situation remains precarious and labour market slack is build...

Japan Economic Calendar

Jun 13, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(June 16 to 22, 2025)

FX Daily Snapshot

Jun 30, 2025 By Lee Hardman

USD remains on a softer footing ahead of NFP report

India Monsoon Tracker - Improving growth-inflation dynamics support INR

Jun 30, 2025 By Michael Wan

If these positive monsoon trends continue, India’s growth should improve...

Asia FX Talk - Asia FX gain amid ongoing US policy uncertainties

Jun 30, 2025 By Lloyd Chan

Asian currencies have gained against the US dollar amid growing market c...

FX Weekly

Jun 27, 2025 By Derek Halpenny

USD selling can extend still further

FX Daily Snapshot

Jun 27, 2025 By Derek Halpenny

Reciprocal tariff risks receding

Asia FX Talk - Asia FX strength and USD weakness over Fed independence concerns

Jun 27, 2025 By Michael Wan

The big market development was the sharp US Dollar weakness and Asia cur...

FX Daily Snapshot

Jun 26, 2025 By Lee Hardman

USD weakening trend regains momentum after Middle East risk fades

Asia FX Talk - USD slips back to recent lows, BoT stays dovish

Jun 26, 2025 By Lloyd Chan

Asian currencies have broadly extended their gains against the US dollar...

Thailand: Thai baht vulnerable as growth slows and multiple risks loom

Jun 26, 2025 By Lloyd Chan

We maintain our outlook for the Thai baht to weaken modestly against the...

FX Daily Snapshot

Jun 25, 2025 By Derek Halpenny

Powell adds to lower yields momentum

Fixed Income Commentary

Jun 25, 2025 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Super-long JGB supply/demand concerns: How to view issuance reduction im...

Japan Economic & Financial Weekly

Jun 23, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Elevated Middle East tensions complicate super-long JGB supply/demand pi...

BOJ Monetary Policy Navigator

Jun 18, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ decides to prioritize JGB market stability by tapering reductions in...

CB Views: June 2025 FOMC Recap

Jun 18, 2025 By George Goncalves

Markets disappointed with the halfway Fed pivot

Fixed Income Commentary

Jun 17, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Euro-denominated JGBs become more attractive as hedging costs fall

CB Views: June 2025 FOMC Preview

Jun 17, 2025 By George Goncalves

It’s never “too late” to pivot (so long as it’s to the dovish side)

Japan Economic & Financial Weekly

Jun 16, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

10-year JGB yield seen remaining sensitive to downward pressure

BOJ Monetary Policy Navigator

Jun 12, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ seen leaving policy rate on hold; may slightly taper reductions in b...

US Macro Insights: May 2025 CPI Preview

Jun 10, 2025 By George Goncalves

Last of the softer inflation reports or will tariff effects start showin...

Japan Economic & Financial Weekly

Jun 09, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

10-year JGB yield seen taking on downward bias as supply/demand concerns...

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