The Global Markets FX Week Ahead Podcast

Oct 31, 2025 By Lee Hardman

Will the yen sell-off continue after latest BoJ driven sell-off?

MUFG Global Markets US Podcast

Oct 28, 2025 By George Goncalves

October 2025 FOMC Preview: QT out, flexible reserves in… (Podcast Edition)

The Global Markets FX Week Ahead Podcast

Oct 24, 2025 By Derek Halpenny

US-Japan relations in focus in key week ahead for JPY

The Global Markets FX Week Ahead Podcast

Oct 17, 2025 By Lee Hardman

How have political & trade risks impacted the FX market?

The Global Markets FX Week Ahead Podcast

Oct 10, 2025 By Lee Hardman

Political uncertainty driving FX market and gold price?

MUFG Video - Implications for the JPY from Takaichi's LDP leadership election victory

Oct 08, 2025 By Lee Hardman

Implications for the JPY from Takaichi's LDP leadership election victory

Global Markets Asia Podcast - Will MAS ease in October?

Oct 08, 2025 By Lloyd Chan

We expect MAS to maintain its monetary policy stance at the October meet...

The Global Markets FX Week Ahead Podcast

Oct 03, 2025 By Derek Halpenny

Yen volatility, the BoJ and the Fed

MUFG Global Markets US Podcast

Oct 01, 2025 By George Goncalves

It’s Still a Reach for a Goldilocks Outcome… (Podcast Edition)

The Global Markets FX Week Ahead Podcast

Sep 26, 2025 By Lee Hardman

Will stronger US growth create foundations for a bigger USD rebound?

Middle East

Nov 04, 2025 By Soojin Kim

Turkey’s inflation eases, supporting case for gradual rate cuts

Middle East

Nov 03, 2025 By Soojin Kim

OPEC+ pauses early-2026 output hikes as oil extends rally

Japan Economic Calendar

Oct 31, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Week of November 3 to 9, 2025

Bank of England preview: A dovish hold?

Oct 31, 2025 By Henry Cook

We continue to expect the next move will be in December, but Bailey's vi...

Middle East

Oct 31, 2025 By Soojin Kim

Saudi Arabia’s fiscal deficit widens despite strong growth

Middle East

Oct 30, 2025 By Soojin Kim

GCC central banks follow Fed rate cut to support monetary alignment

Middle East

Oct 29, 2025 By Soojin Kim

Saudi investment strategy shifts toward private-sector-led growth

Middle East

Oct 28, 2025 By Soojin Kim

Oman’s diversification drive gains traction under Vision 2040

Middle East

Oct 27, 2025 By Soojin Kim

GCC growth strengthens on rising non-oil Activity

ECB Preview: Check back in December

Oct 24, 2025 By Henry Cook

The ECB sees a high option value in waiting but the ‘good place’ mentali...

FX Daily Snapshot

Nov 04, 2025 By Lee Hardman

JPY rebounds after hitting fresh lows supported by verbal intervention

Asia FX Talk - USD holds firm, despite weaker ISM manufacturing PMI

Nov 04, 2025 By Lloyd Chan

The broad US dollar index (DXY) held on to their recent gains, despite a...

Monthly Foreign Exchange Outlook

Nov 03, 2025 By MUFG Research

November 2025

FX Daily Snapshot

Nov 03, 2025 By Lee Hardman

USD is attempting to break to upside after hawkish Fed guidance

Asia FX Talk - ISM manufacturing in focus following Powell’s hawkish stance

Nov 03, 2025 By Lloyd Chan

Market attention will focus on the ISM prices paid index, last recorded...

Asia FX Weekly - Navigating Powell’s hawkish stance and Asia’s manufacturing pulse

Oct 31, 2025 By Lin Li

Asian currencies are likely to trade with a cautious tone in the week ah...

FX Daily Snapshot

Oct 31, 2025 By Lee Hardman

Pace of yen weakness attracting more concern in Japan

Asia FX Talk - Yen underperforms, CNY holds firm

Oct 31, 2025 By Lloyd Chan

USDJPY surged past 154.00, rising around 1% yesterday as the US dollar s...

FX Focus

Oct 30, 2025 By Henry Cook

ECB Review: All good, for now

FX Daily Snapshot

Oct 30, 2025 By Lee Hardman

Fed & BoJ policy updates reinforce upward momentum for USD/JPY

Fixed Income Commentary

Nov 04, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Change in non-residents' super-long premium

Japan Economic & Financial Weekly

Nov 04, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

10-year JGB yield seen treading water as market monitors government-BoJ...

BOJ Monetary Policy Navigator

Oct 31, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ leaves policy rate on hold in 7-2 vote; balance of risks to price ou...

US Macro2Markets Outlook: Is everything (o)k-shaped in the economy?

Oct 31, 2025 By George Goncalves

Divergent activity & concentrated growth (via AI) expose the US to vulne...

CB Views: October 2025 FOMC Recap

Oct 29, 2025 By George Goncalves

Time to Slow Down (cuts) While Flying Blind (no data)?

CB Views: October 2025 FOMC Preview

Oct 28, 2025 By George Goncalves

QT out, flexible reserves in…

Fixed Income Commentary

Oct 27, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: JGBs as viewed by overseas investors

BOJ Monetary Policy Navigator

Oct 27, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

We expect BoJ to leave policy on hold at October MPM; Ueda worried about...

Japan Economic & Financial Weekly

Oct 27, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Fiscal expansion concerns ease; focus on policy messages from Powell and...

Fixed Income Commentary

Oct 24, 2025 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Toward a more detailed analysis of super-long JGB supply/demand

European Corporate Credit Strategy

Oct 31, 2025 By Darren Hook

The TENNNL 4.75 2042 issue affords the opportunity to capitalise on the...

European Corporate Credit Strategy

Oct 23, 2025 By Darren Hook

US headwinds present an attractive entry point into Orsted bonds

Credit Strategy Banks

Oct 23, 2025 By Carlo Mareels

ING: INTNED 3.875% Low Reset USD AT1 appealing sub 96 cash price

A sale to American Tower would deliver gains for TDF Infrastructure bondholders

Oct 08, 2025 By Darren Hook

We support a Buy recommendation on TDFINF issues. Our recommendation is...

TenneT moving up the ratings curve

Jul 01, 2025 By Darren Hook

Recommendation: Positive on TenneT senior unsecured bonds over a three t...

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