Global Markets Asia Podcast - US election impact on ASEAN

Nov 05, 2024 By Lloyd Chan

We take a look at the potential growth, monetary policy, and FX implication...

The Global Markets FX Week Ahead Podcast

Nov 01, 2024 By Derek Halpenny

The US dollar into and beyond the US elections

MUFG Global Markets Podcast

Nov 01, 2024 By Ehsan Khoman

The US election energy transition playbook

The Global Markets FX Week Ahead Podcast

Oct 25, 2024 By Lee Hardman

What’s next for the JPY after Japan steps up intervention threat?

MUFG Global Markets Podcast

Oct 25, 2024 By Ehsan Khoman

What does success at the COP16 biodiversity summit look like?

MUFG Global Markets Asia Podcast - RBI and Indian Rupee amidst US Election risks

Oct 24, 2024 By Michael Wan

We discuss key driving factors behind RBI's policy decision and the Indian...

The Global Markets FX Week Ahead Podcast

Oct 18, 2024 By Lee Hardman

Pricing in a higher Trump risk premium in the USD

MUFG Global Markets Podcast

Oct 18, 2024 By Ehsan Khoman

Electrifying Europe at the centre of the Draghi Plan

The Global Markets FX Week Ahead Podcast

Oct 11, 2024 By Derek Halpenny

USD buying momentum may fade from here

MUFG Global Markets Podcast

Oct 11, 2024 By Ehsan Khoman

Contextualising the IEA's latest renewables assessment

EM EMEA Weekly

Nov 04, 2024 By Ehsan Khoman

Brace for impact as EMs will struggle under Trump 2.0

Europe Weekly Focus

Nov 01, 2024 By Henry Cook

Better news on euro area growth & BoE preview

Japan Economic Calendar

Nov 01, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of November 4 to 8, 2024）

Capital Markets Strategy

Oct 31, 2024 By Tom Joyce

Policy Note: Trade War Begins on Day 1 of Trump 2.0

UK Budget review

Oct 31, 2024 By Henry Cook

Higher tax, higher spend, more investment

Middle East – Egypt Economic Update

Oct 31, 2024 By Ehsan Khoman

October 2024

The impact on Europe from Trump 2.0

Oct 30, 2024 By Henry Cook

Europe braces for the potential return of the “tariff man”

EM EMEA Weekly

Oct 28, 2024 By Ehsan Khoman

US elections and EMs

Japan Economic Calendar

Oct 25, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of October 28 to November 3, 2024）

EM EMEA Weekly

Oct 21, 2024 By Ehsan Khoman

Growth rotation, delayed disinflation and geopolitics

Asia FX Talk - Trump’s return to weigh on regional FX

Nov 07, 2024 By Lloyd Chan

We look for markets to continue pricing in the prospects of higher tariffs...

FX Daily Snapshot

Nov 06, 2024 By Derek Halpenny

Trump wins with FX reaction as expected so far

Asia FX Talk - Who will hold the Trump card?

Nov 06, 2024 By Michael Wan

The 2024 US Presidential and Congressional Elections are happening now. The...

FX Daily Snapshot

Nov 05, 2024 By Lee Hardman

FX market in holding pattern ahead of pivotal US election

Asia FX Talk - US election day

Nov 05, 2024 By Lloyd Chan

The US presidential election will be held today with far-reaching economic...

FX Daily Snapshot

Nov 04, 2024 By Lee Hardman

USD giving back some of recent strong gains ahead of US election

Asia FX Talk - US election odds tighten meaningfully in prediction markets

Nov 04, 2024 By Michael Wan

Prediction markets have tightened the odds of the 2024 US Presidential Elec...

Monthly Foreign Exchange Outlook

Nov 01, 2024 By MUFG Research

November 2024

Asia FX Weekly - Which will Trump - Elections or Macro?

Nov 01, 2024 By Lin Li

Markets will focus on 3 events next week – the 2024 US Elections, the Novem...

FX Daily Snapshot

Nov 01, 2024 By Lee Hardman

All eyes on NFP report & Gilt market fall out

CB Views: November 2024 FOMC Preview

Nov 06, 2024 By George Goncalves

Sticking to 2 more cuts in 2024 (outlook uncertain beyond that)

BOJ Monetary Policy Navigator

Nov 01, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ confirms that data are "on track" and still sees upside risk to prices...

US Macro2Markets Outlook: Nearing the end (of the uncertainty vortex)...

Oct 31, 2024 By George Goncalves

Elections come and go, markets are focused on a forever growing debt bill.....

Fixed Income Commentary

Oct 29, 2024 By Naomi Muguruma

Oct 27 Lower House election: JGB yield decline on political turmoil likely...

Japan Economic & Financial Weekly

Oct 28, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB market seen reacting nervously to election results with one eye on BoJ...

Fixed Income Commentary

Oct 23, 2024 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Lower House election: Initial JGB market reaction after votes counted

BOJ Monetary Policy Navigator

Oct 22, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ expected to leave rates on hold while noting increased confidence in it...

Japan Economic & Financial Weekly

Oct 21, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Rate hike expectations recover on backlash against US pessimism and dovish...

Rates & Fed Call Update — Post Strong NFP (induced) Shock

Oct 07, 2024 By George Goncalves

Jumbo strong jobs report derails the future of jumbo rate cuts, for now…

US Macro2Markets Outlook: Fed, pulling out all the stops (for a soft landing)…

Sep 30, 2024 By George Goncalves

Still in the bumpy landing camp but if we get more jumbo cuts, odds decline...

Commodities Weekly

Oct 31, 2024 By Ehsan Khoman

(Gold)en hedge for US elections

ESG Series: COP29 preview

Oct 29, 2024 By Ehsan Khoman

Climate finance to take centre stage

Commodities Weekly

Oct 24, 2024 By Ehsan Khoman

Parameterising commodity price volatility and the terms of trade

Commodities Weekly

Oct 17, 2024 By Ehsan Khoman

China’s long on words but short of numbers stimulus leaves commodities aski...

Commodities Weekly

Oct 10, 2024 By Ehsan Khoman

Oil markets remain on tenterhooks with uncertainties abound

Commodities Flash

Oct 06, 2024 By Ehsan Khoman

Energy market implications stemming from heightened geopolitical risks in t...

Commodities Weekly

Oct 03, 2024 By Ehsan Khoman

Geopolitical risk premium in oil markets remains negligible (for now)

Commodities Weekly

Sep 26, 2024 By Ehsan Khoman

Commodities riding high on Chinese stimulus but is it enough?

Commodities Weekly

Sep 19, 2024 By Ehsan Khoman

All systems go in the commodities complex as the Fed begins its easing cycl...

Commodities Weekly

Sep 12, 2024 By Ehsan Khoman

Searching for the floor

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

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

Global Markets Monthly

Mar 26, 2024 By Derek Halpenny

March 2024

Global Markets Monthly

Feb 21, 2024 By Derek Halpenny

February 2024

Global Markets Monthly

Jan 24, 2024 By Derek Halpenny

January 2024

Global Markets Monthly - November 2023

Nov 22, 2023 By Derek Halpenny

Global Markets Monthly - November 2023