The Global Markets FX Week Ahead Podcast

May 16, 2025 By Derek Halpenny

Foreign investors still buying UST bonds

The Global Markets FX Week Ahead Podcast

May 09, 2025 By Lee Hardman

Is a USD recovery underway?

MUFG Global Markets US Podcast

May 06, 2025 By George Goncalves

May 2025 FOMC Preview: Inaction is action (and a potential policy mistake)…

The Global Markets FX Week Ahead Podcast

May 02, 2025 By Derek Halpenny

USD Sell-off Intensifies Despite Strong US Jobs Data

MUFG Global Markets Podcast

May 02, 2025 By Ehsan Khoman

How low could oil prices go?

MUFG Video - USD Long-Term Downtrend

May 02, 2025 By Derek Halpenny

USD Long-Term Downtrend

MUFG Global Markets US Podcast

Apr 29, 2025 By George Goncalves

An April to Remember…

The Global Markets FX Week Ahead Podcast

Apr 25, 2025 By Lee Hardman

What’s next for USD/JPY after it briefly dropped below 140.00?

MUFG Global Markets Podcast

Apr 25, 2025 By Ehsan Khoman

Green capex realignments amid a plethora of uncertainties

MUFG Global Markets Podcast

Apr 18, 2025 By Ehsan Khoman

What sustainability themes will be prioritised in a deglobalised world?

Japan Economic Calendar

May 16, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of May 19 to 23, 2025)

UK – Another strong start to the year

May 15, 2025 By Henry Cook

Fixed investment supported growth in Q1 - but a slowdown ahead remains l...

Capital Markets Strategy

May 13, 2025 By Tom Joyce

Calibrating Expectations (The Global Economy, Policy & Markets in 2025)

Japan Economic Calendar

May 09, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of May 12 to 16, 2025）

BoE Review (May 2025)

May 08, 2025 By Henry Cook

A divided MPC continues along the path of least resistance

BoE Preview (May 2025)

May 06, 2025 By Henry Cook

Still sticking to the default path

Middle East

May 05, 2025 By Ehsan Khoman

Daily - 05 May 2025

Middle East

May 02, 2025 By Ehsan Khoman

Daily - 02 May 2025

Capital Markets Strategy

May 01, 2025 By Tom Joyce

Trump's First 100 Days (Policy, the Economy and Markets from Jan 20 to A...

Middle East

May 01, 2025 By Ehsan Khoman

Daily - 01 May 2025

Asia FX Talk - BI could cut rates amid rupiah strength

May 21, 2025 By Lloyd Chan

We look for BI to cut the policy rate by 25bps to 5.50%, as recent rupia...

FX Daily Snapshot

May 20, 2025 By Derek Halpenny

Japan yields continue march higher – JPY to outperform

Asia FX Talk - Regional FX lifted by a weaker dollar

May 20, 2025 By Lloyd Chan

The broad US dollar index (DXY) has stayed on the backfoot, following Mo...

China: A thorny housing market amid trade ructions

May 19, 2025 By Lin Li

Major indicators of the housing sector contracted significantly in April

IndiaPulse: INR - Art of the Deal

May 19, 2025 By Michael Wan

We keep our USD/INR forecast at 85.00 by 2Q2025 and 83.50 by 1Q2026. We...

FX Daily Snapshot

May 19, 2025 By Derek Halpenny

US dollar remains vulnerable to downside after downgrade

JPY Weekly - 19 May 2025

May 19, 2025 By Teppei Ino

USD/JPY: Lingering speculation of weak yen correction ahead of Japan–US...

Asia FX Talk - Till debt do us part

May 19, 2025 By Michael Wan

The US was stripped of its last remaining AAA credit rating by Moody’s R...

FX Weekly

May 16, 2025 By Derek Halpenny

Consolidating as US dollar doubts persist

Asia FX Weekly - Asian CBs to shift more towards supporting growth

May 16, 2025 By Lin Li

The inflation conditions and recent strength in Asian currencies have cr...

Japan Economic & Financial Weekly

May 19, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Directionless trading likely as market ponders outlook for US-China "det...

BOJ Monetary Policy Navigator

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

Our scenarios for BoJ monetary policy against backdrop of "high uncertai...

US Fiscal Perspectives: May 2025 US Credit Downgrade Views - Rates Compounding Issue

May 19, 2025 By George Goncalves

Three Strikes: Slow & long slide from being a full AAA Story

May 2025 Fed & Rates Call Update

May 15, 2025 By George Goncalves

Shifting our Fed call to July & increasing cuts, as the longer they wait...

Japan Economic & Financial Weekly

May 12, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yields may reverse higher on hopes of US trade deal and fears of det...

US Macro Insights: April 2025 CPI Preview

May 12, 2025 By George Goncalves

Calm before the storm?

CB Views: May 2025 FOMC Recap

May 07, 2025 By George Goncalves

Your Fed call is important to us… Please Stay on Hold!

CB Views: May 2025 FOMC Preview

May 06, 2025 By George Goncalves

Inaction is action (and a potential policy mistake)…

BOJ Monetary Policy Navigator

May 02, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ in no hurry to raise rates given downside risks to economy and price...

US Macro Insights: April 2025 NFP Preview

May 01, 2025 By George Goncalves

The damage has been done but a lot of negativity is priced-in (buy dips...

Commodities Weekly

May 01, 2025 By Ehsan Khoman

Lowering our oil price call despite the “Trump put”

Global ESG

Apr 25, 2025 By Ehsan Khoman

Monthly Compendium - April 2025

Commodities Weekly

Apr 24, 2025 By Ehsan Khoman

Gold’s steamroller rally is far from overblown

Commodities and Trump 2.0

Apr 22, 2025 By Ehsan Khoman

Why commodities are the hedge of first resort against stagflation trepid...

Commodities Weekly

Apr 17, 2025 By Ehsan Khoman

Framing tariff-induced stagflation risks

Commodities Flash

Apr 15, 2025 By Ehsan Khoman

Scenario analysis for global oil markets

Commodities Weekly

Apr 10, 2025 By Ehsan Khoman

Contextualising the “art of the delay” in tariffs across commodities

ESG Series: The EU Competitiveness Compass

Mar 28, 2025 By Ehsan Khoman

Unlocking innovation, regulatory simplification, industrial decarbonisation

Commodities Weekly

Mar 20, 2025 By Ehsan Khoman

Policy risks reinforce gold’s status as the geopolitical hedge of first...

Commodities Weekly

Mar 13, 2025 By Ehsan Khoman

Tariffs, trade tensions and the outperformance of commodities

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