The Global Markets FX Week Ahead Podcast

Jan 23, 2026 By Lee Hardman

How has the USD been impacted by geopolitical risks?

The Global Markets FX Week Ahead Podcast

Jan 16, 2026 By Lee Hardman

How are political and intervention risks impacting the JPY?

The Global Markets FX Week Ahead Podcast

Jan 09, 2026 By Derek Halpenny

Implications of US jobs data and possible Japan election

MUFG Global Markets US Podcast

Jan 08, 2026 By George Goncalves

MUFG 2026 Strategy Outlook – Smooth Sailing Ahead? (Podcast Edition)

The Global Markets FX Week Ahead Podcast

Dec 12, 2025 By Derek Halpenny

Focus on FOMC turns to the BoJ and BoE in final full week of trading

The Global Markets FX Week Ahead Podcast

Dec 05, 2025 By Lee Hardman

Will USD/JPY continue to fall ahead of Fed & BoJ policy meetings?

The Global Markets FX Week Ahead Podcast

Nov 28, 2025 By Lee Hardman

How have fiscal concerns been impacting GBP & JPY performance?

The Global Markets FX Week Ahead Podcast

Nov 21, 2025 By Derek Halpenny

Japan and UK fiscal challenges in focus

The Global Markets FX Week Ahead Podcast

Nov 14, 2025 By Lee Hardman

Will the GBP continue to underperform?

Middle East

Jan 23, 2026 By Soojin Kim

CBRT delivers cautious 100bps cut as inflation risks temper easing pace

Middle East

Jan 22, 2026 By Soojin Kim

Egypt current account deficit narrows sharply on remittances and service...

Middle East

Jan 21, 2026 By Soojin Kim

Saudi bond issuance tops USD20bn in record January as banks and firms ta...

Middle East

Jan 20, 2026 By Soojin Kim

Gulf stocks rise as Iran tensions ease, Saudi market lags on soft oil

Euro area – Our initial take on the latest US tariff threat

Jan 19, 2026 By Henry Cook

Heightened uncertainty will test the economy’s resilience

Capital Markets Strategy

Jan 19, 2026 By Tom Joyce

Transformative Change (Expectations for Artificial Intelligence, Geopoli...

Middle East

Jan 19, 2026 By Soojin Kim

Libya devalues Dinar to shore up stability

Japan Economic Calendar

Jan 16, 2026 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of January 19 to 25, 2026)

Middle East

Jan 16, 2026 By Soojin Kim

IMF backs Oman’s reform momentum, sees stronger growth and resilient eco...

UK – Better growth, but watch for labour market weakness

Jan 15, 2026 By Henry Cook

We see growth at 1.2% this year and more BoE easing to come

Asia FX Weekly - FOMC in focus, MAS to stand pat

Jan 23, 2026 By Lin Li

The week ahead will see USD navigate a pivotal FOMC meeting, while Asia...

FX Daily Snapshot

Jan 23, 2026 By Lee Hardman

JPY volatility picks up after BoJ meeting

Asia FX Talk - BOJ to stand pat, Ueda’s forward guidance in focus

Jan 23, 2026 By Lloyd Chan

The spotlight today falls on the Bank of Japan’s upcoming policy meeting...

FX Daily Snapshot

Jan 22, 2026 By Lee Hardman

High beta FX outperforms as geopolitical risks ease

Indonesia: Rupiah stability takes priority, but easing bias still intact

Jan 22, 2026 By Lloyd Chan

Rupiah stabilisation is the immediate priority for BI.

Asia FX Talk - Trump shifts tone on Greenland, BNM to stand pat

Jan 22, 2026 By Lloyd Chan

President Trump’s softer tone on Greenland at Davos marks an important s...

FX Daily Snapshot

Jan 21, 2026 By Derek Halpenny

Triple selling highlights risks to Trump’s approach

Singapore: MAS preview – Staying the course amid resilient growth

Jan 21, 2026 By Lloyd Chan

We expect MAS to maintain its current monetary policy stance at the Janu...

Asia FX Talk - JGB: Something has changed within me

Jan 21, 2026 By Michael Wan

The JGB bond market sell-off was one for the ages, with the 30-year yiel...

FX Daily Snapshot

Jan 20, 2026 By Derek Halpenny

USD suffers mild sell-off as JGBs tank

Fixed Income Commentary

Jan 19, 2026 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: JGB market trying to grasp impact of Lower House d...

Japan Economic & Financial Weekly

Jan 19, 2026 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Market mood remains uncertain amid political realignment and general ele...

Fixed Income Commentary

Dec 30, 2025 By Kazuya Fujiwara (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.) (1)

Takaichi's fiscal management stance as seen in FY26 initial budget propo...

Japan Economic & Financial Weekly

Dec 29, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yield and yield curve scenarios for January and 2026

Fixed Income Commentary

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

Intriguing RV graphs: Trajectory of inflation expectations to watch in 2...

Fixed Income Commentary

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

JSDA bond transaction data by investor category (November 2025)

Japan Economic & Financial Weekly

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

Year-end yield curve fluctuates amid uncertainty over FY26 JGB issuance...

Macro2Markets: 2026 Outlook

Dec 19, 2025 By George Goncalves

Smooth Sailing Ahead?

BOJ Monetary Policy Navigator

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

BoJ raises rates and plans to continue hiking since real interest rates...

CB Views: December 2025 FOMC Recap

Dec 10, 2025 By George Goncalves

Markets are Jolly as Powell Pivots Again

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