The Global Markets FX Week Ahead Podcast

Sep 19, 2025 By Derek Halpenny

US dollar gains unlikely to be sustained

The Global Markets FX Week Ahead Podcast

Sep 12, 2025 By Lee Hardman

How will the BoE’s policy update impact GBP performance?

The Global Markets FX Week Ahead Podcast

Sep 05, 2025 By Lee Hardman

Will the USD continue to fall as the Fed moves closer to cutting rates?

Global Markets Asia Podcast - Rupiah tested by protests, anchored by policy buffers

Sep 04, 2025 By Lloyd Chan

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

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

Middle East

Sep 23, 2025 By Soojin Kim

Daily - 23 September 2025

Middle East

Sep 22, 2025 By Soojin Kim

Daily - 22 September 2025

Middle East

Sep 19, 2025 By Soojin Kim

Daily - 19 September 2025

Middle East

Sep 18, 2025 By Soojin Kim

Daily - 18 September 2025

Middle East

Sep 17, 2025 By Soojin Kim

Daily - 17 September 2025

Middle East

Sep 16, 2025 By Soojin Kim

Daily - 16 September 2025

Middle East

Sep 15, 2025 By Soojin Kim

Daily - 15 September 2025

Capital Markets Strategy

Sep 12, 2025 By Tom Joyce

Generational Change (The Dispersion of Global Power Across Geopolitics,...

BoE preview: A more straightforward decision for the divided MPC

Sep 12, 2025 By Henry Cook

We see a 7-2 vote for a hold, with the annual pace of QT slowing to 60bn

Japan Economic Calendar

Sep 12, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Week of September 15 to 19, 2025

Asia FX: Contrasting fortunes for IDR and THB amid political transitions

Sep 24, 2025 By Lloyd Chan

The rupiah has weakened against the US dollar year-to-date, while the Th...

Asia FX Talk - Powell leans on caution

Sep 24, 2025 By Lloyd Chan

Fed Chair Powell has reiterated that there is “no risk-free policy path”...

FX Daily Snapshot

Sep 23, 2025 By Derek Halpenny

Strong risk appetite & low vol will continue to work against US dollar

Asia FX Talk - LDP Election officially starts

Sep 23, 2025 By Michael Wan

The LDP Presidential election contest formally kicked off yesterday, and...

JPY Weekly - 22 September 2025

Sep 22, 2025 By Teppei Ino

USD/JPY: BOJ debates whether to raise rates

FX Daily Snapshot

Sep 22, 2025 By Lee Hardman

USD is still staging relief rally after last week’s FOMC meeting

Asia FX Talk - H-1B confusion – INR to underperform

Sep 22, 2025 By Michael Wan

We think this development gives us more confidence that the Indian Rupee...

FX Weekly

Sep 19, 2025 By Derek Halpenny

BoJ caution hits yen but downside limited

Asia FX Weekly - Fed’s cut opened the door for Asian CBs to ease

Sep 19, 2025 By Lin Li

Bank Indonesia (BI)’s policy rate cut helped to explain the relative wea...

FX Daily Snapshot

Sep 19, 2025 By Derek Halpenny

BoJ on hold but support for hike building

BOJ Monetary Policy Navigator

Sep 17, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ seen leaving rates on hold; will Governor Ueda provide hints on timi...

CB Views: September 2025 FOMC Recap

Sep 17, 2025 By George Goncalves

No risk-free paths ahead (after a hawkish leaning cut)

Fixed Income Commentary

Sep 16, 2025 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Hints from JGB trends since PM Ishiba’s resignati...

Japan Economic & Financial Weekly

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

Messages from upcoming Fed and BoJ events amid political turmoil

CB Views: September 2025 FOMC Preview

Sep 16, 2025 By George Goncalves

Cautious restart of the easing cycle

US Macro Insights: August 2025 CPI Preview

Sep 10, 2025 By George Goncalves

25bp cut likely a done deal, while a very soft CPI does not ensure a 50b...

Fixed Income Commentary

Sep 09, 2025 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

How will JGB curve respond to Ishiba's resignation announcement?

Japan Economic & Financial Weekly

Sep 08, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Where will domestic political turmoil lead JGB yields?

US Macro Insights: August 2025 NFP Preview

Sep 04, 2025 By George Goncalves

Stars need to align (to the downside) for this jobs report to force a Se...

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

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