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

The Global Markets FX Week Ahead Podcast

Jul 25, 2025 By Lee Hardman

Will the BoJ policy update provide trigger for a JPY rebound?

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)

Middle East

Aug 11, 2025 By Soojin Kim

Daily - 11 August 2025

Japan Economic Calendar

Aug 08, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Week of August 11 to 15, 2025

Middle East

Aug 08, 2025 By Soojin Kim

Daily - 8 August 2025

Middle East

Aug 07, 2025 By Soojin Kim

Daily - 07 August 2025

Middle East

Aug 06, 2025 By Soojin Kim

Daily - 06 August 2025

Middle East

Aug 05, 2025 By Soojin Kim

Daily - 05 August 2025

Middle East

Aug 04, 2025 By Soojin Kim

Daily - 04 August 2025

Japan Economic Calendar

Aug 01, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Week of August 4 to 8, 2025

BoE preview

Aug 01, 2025 By Henry Cook

Divided they cut

Euro area growth conditions are set to brighten

Jul 30, 2025 By Henry Cook

Signs of underlying resilience despite the muted expansion in Q2

JPY Weekly - 12 August 2025

Aug 12, 2025 By Teppei Ino

USD/JPY: Yen weakness risks recede ahead of Obon holidays

Asia FX Talk - Focus on US CPI: is there no free lunch?

Aug 12, 2025 By Michael Wan

The focus of markets later today will be on US CPI numbers

FX Daily Snapshot

Aug 11, 2025 By Lee Hardman

USD continues to trade at weaker levels ahead of US inflation data

India: US trade talks and tariffs - Restore, Rebalance and Reform?

Aug 11, 2025 By Michael Wan

Our analysis shows a sustained 50% tariff cuts India's GDP by 1%, with m...

Asia FX Talk - Sectoral tariff risks loom, but regional FX finds support

Aug 11, 2025 By Lloyd Chan

Last week, several Asian currencies recorded their strongest weekly gain...

FX Weekly

Aug 08, 2025 By Derek Halpenny

Renewed dollar downside risks

Asia FX Weekly- Sectoral tariffs are next in focus

Aug 08, 2025 By Lin Li

The key risk ahead lies in sectoral tariffs, particularly the 100% tarif...

FX Daily Snapshot

Aug 08, 2025 By Derek Halpenny

Trump takes more cautious step and time on Fed Chair

Asia FX Talk - Regional FX holds firm despite chip tariff threats

Aug 08, 2025 By Lloyd Chan

President Trump’s reciprocal tariffs have taken effect. Meanwhile, Trump...

FX Focus

Aug 07, 2025 By Henry Cook

A hawkish MPC outcome but the positives few and far between

US Macro Insights: July 2025 CPI Preview

Aug 11, 2025 By George Goncalves

CPI unlikely to move markets unless we see major tariff pass-through eff...

Fixed Income Commentary

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

Intriguing RV graphs: Impact of "US jobs data shock" on JGB market

Japan Economic & Financial Weekly

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

How long will JGB buybacks continue in wake of recent events?

US Macro2Markets Outlook: At an inflection point or another macro head fake?

Aug 04, 2025 By George Goncalves

Risk markets are pricing in Goldilocks (again); data trends suggest stag...

BOJ Monetary Policy Navigator

Aug 01, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ leaves policy rate on hold but may have begun preparing for rate hik...

US Macro Insights: July 2025 NFP Preview

Jul 31, 2025 By George Goncalves

Changes to immigration are likely complicating the labor market picture

CB Views: July 2025 FOMC Recap

Jul 30, 2025 By George Goncalves

Hawkish Presser - For Legacy and Fed Independence

Fixed Income Commentary

Jul 29, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graph: What has JGB market factored in since Upper House e...

CB Views: July 2025 FOMC Preview

Jul 29, 2025 By George Goncalves

The dignified defiant(s) vs the dramatic dissenter(s)?

Japan Economic & Financial Weekly

Jul 28, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

"Summer Battle, Act Two" in JGB market: Will BoJ signal possible resump...

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