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

The Global Markets FX Week Ahead Podcast

Jul 11, 2025 By Lee Hardman

How has the FX market responded to Trump’s latest tariff announcements?

The Global Markets FX Week Ahead Podcast

Jul 04, 2025 By Derek Halpenny

The BoJ, yen and Trump’s tariff announcement

MUFG Global Markets US Podcast

Jul 02, 2025 By George Goncalves

June 2025 NFP Preview (Podcast Edition)

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?

Capital Markets Strategy

Jul 22, 2025 By Tom Joyce

Politics & Policy (Observations on Tariffs, Tax Cuts, Fiscal Expansion &...

Middle East

Jul 22, 2025 By Soojin Kim

Daily - 22 July 2025

ECB preview – Time for a break

Jul 21, 2025 By Henry Cook

In a good place (except for trade uncertainty)

Middle East

Jul 21, 2025 By Soojin Kim

Daily - 21 July 2025

Japan Economic Calendar

Jul 18, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of July 21 to 25, 2025)

Middle East

Jul 18, 2025 By Soojin Kim

Daily - 18 July 2025

Middle East

Jul 17, 2025 By Soojin Kim

Daily - 17 July 2025

France – Bracing for an autumn budget showdown

Jul 16, 2025 By Henry Cook

Volatility and uncertainty are set to weigh on growth

Middle East

Jul 16, 2025 By Soojin Kim

Daily - 16 July 2025

Middle East

Jul 15, 2025 By Soojin Kim

Daily - 15 July 2025

JPY Weekly - 22 July 2025

Jul 22, 2025 By Teppei Ino

USD/JPY: Upper house election viewed as yen-negative

Singapore: MAS preview – Temporary July pause before easing resumes in October

Jul 22, 2025 By Lloyd Chan

While a pre-emptive MAS easing move in July is possible, we are of the v...

FX Daily Snapshot

Jul 22, 2025 By Derek Halpenny

Political risks linger pointing to JGB and yen risks

Asia FX Talk - Near-term relief in Japan may not last

Jul 22, 2025 By Michael Wan

The key transmission mechanism to FX markets is greater pressure on fisc...

FX Daily Snapshot

Jul 21, 2025 By Lee Hardman

Yen rebounds after Upper House election but will gains be sustained?

Asia FX Talk - Political uncertainty in Japan

Jul 21, 2025 By Michael Wan

Key for JPY markets beyond the near-term will be whether Prime Minister...

FX Weekly

Jul 18, 2025 By Derek Halpenny

USD demise on Fed credibility?

Asia FX Weekly - Tariffs and policy easing bias weigh on regional FX

Jul 18, 2025 By Lin Li

Beyond tariffs, factors such as yield differentials and positioning adju...

FX Daily Snapshot

Jul 18, 2025 By Derek Halpenny

Rate cut calls in the face of economic resilience

Asia FX Talk - Regional FX retreats on tariff concern and nascent USD strength

Jul 18, 2025 By Lloyd Chan

Asian currencies have come under pressure amid an incipient rebound in t...

Japan Economic & Financial Weekly

Jul 22, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Post-election scenario for JGB market: Outlook for freshly volatile supe...

Japan Economic & Financial Weekly

Jul 14, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yields may test upside with eye on outcome of Upper House election

US Macro Insights: June 2025 CPI Preview

Jul 14, 2025 By George Goncalves

Will there be enough service led weakness to offset the tariff effect on...

Japan Economic & Financial Weekly

Jul 07, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

10-year JGB yield seen assuming upward bias with an eye on Upper House e...

July 2025 Fed & Rates Call Update

Jul 03, 2025 By George Goncalves

Moving our Fed call to September, with 3 cuts in 2025, but we still expe...

US Macro Insights: June 2025 NFP Preview

Jul 02, 2025 By George Goncalves

Everything has to go "perfectly" (i.e. a weak jobs report) for the Fed t...

US Macro2Markets Outlook: A Stitch in Time Saves Nine

Jun 30, 2025 By George Goncalves

Uncertainty may be fading but consumer is tapped out, can the Fed cut in...

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...

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