The MUFG Global Markets Podcast

Oct 08, 2024 By George Goncalves

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

The Global Markets FX Week Ahead Podcast

Oct 04, 2024 By Lee Hardman

What’s behind the abrupt reversal of the weaker USD trend?

MUFG Global Markets Podcast

Oct 04, 2024 By Ehsan Khoman

Key takeaways from New York climate week and what this may signal for COP29...

The Global Markets FX Week Ahead Podcast

Sep 27, 2024 By Derek Halpenny

Japan’s political ‘changing of the guard’ and JPY implications

MUFG Global Markets Podcast

Sep 27, 2024 By Ehsan Khoman

The Draghi Report – Decarbonisation, Digitalisation and Defence

MUFG Video - USD performance and Fed rate cut cycles

Sep 25, 2024 By Lee Hardman

USD performance and Fed rate cut cycles

The Global Markets FX Week Ahead Podcast

Sep 20, 2024 By Lee Hardman

What is the fall out for the USD & JPY after Fed decides to start easing wi...

The MUFG Global Markets Podcast

Sep 17, 2024 By George Goncalves

September FOMC Preview: The 1st cut in the cycle, 50bp or bust?

The Global Markets FX Week Ahead Podcast

Sep 13, 2024 By Lee Hardman

What’s next for the USD ahead of the Fed’s pivotal policy meeting?

MUFG Global Markets Podcast

Sep 13, 2024 By Ehsan Khoman

Commodities outperform when the Fed cuts during soft landings

EM EMEA Weekly

Oct 07, 2024 By Ehsan Khoman

Prospects for emerging markets in the last quarter of 2024

Europe Weekly Focus

Oct 04, 2024 By Henry Cook

Policymakers change their tune

Capital Markets Strategy

Oct 03, 2024 By Tom Joyce

Threading the Needle (Q3 & YTD Markets in a Time of Policy Easing & Elevate...

EM EMEA Weekly

Sep 30, 2024 By Ehsan Khoman

Fed cuts, China stimulates, EM capital flows reignite

EM EMEA Weekly

Sep 23, 2024 By Ehsan Khoman

Fed cuts are helpful for EMs but US election event-risk is not

Europe Weekly Focus

Sep 20, 2024 By Henry Cook

No recalibration from the BoE

EM EMEA Weekly

Sep 16, 2024 By Ehsan Khoman

The promised land(ing) in sight

Europe Weekly Focus

Sep 13, 2024 By Henry Cook

A divided BoE looks unlikely to step up the pace of easing

Capital Markets Strategy

Sep 13, 2024 By Tom Joyce

The Road to 270 (A Closer Look at Markets & the 2024 US Election)

Capital Markets Strategy

Sep 10, 2024 By Tom Joyce

As the World Turns (The "New Narrative" Driving Markets in the 2H 2024)

India: RBI Policy (Oct 2024) - Opening the door towards rate cuts

Oct 09, 2024 By Michael Wan

The Reserve Bank of India turned less hawkish by voting unanimously to chan...

FX Daily Snapshot

Oct 09, 2024 By Derek Halpenny

RBNZ cuts as US dollar stabilises at stronger levels

Asia FX Talk - South Korea added to FTSE WGBI

Oct 09, 2024 By Michael Wan

FTSE Russell announced that South Korea will join its key WGBI bond index i...

FX Daily Snapshot

Oct 08, 2024 By Lee Hardman

China fiscal plans dampen investor optimism over stronger growth

Asia FX Talk - Key economic briefing by China

Oct 08, 2024 By Michael Wan

Markets in Asia will focus on a press briefing held by the China’s National...

IndiaPulse: Bringing forward the 1st RBI rate cut

Oct 07, 2024 By Michael Wan

We now expect RBI to start its rate cut cycle from December, and bring the...

FX Daily Snapshot

Oct 07, 2024 By Lee Hardman

Stronger NFP report reinforces USD rebound ahead of US election

Asia FX Talk - Asia FX braces for further Mideast tensions and a stronger US dollar

Oct 07, 2024 By Lloyd Chan

With Mideast tensions not abating, a spike in oil prices would worsen the t...

FX Weekly

Oct 04, 2024 By Lee Hardman

Sharp rebound for USD from YTD lows

Asia FX Weekly - Mideast tensions and nonfarm payroll take centre stage

Oct 04, 2024 By Lin Li

Market sentiment has quickly turned sour on Asian currencies amid rising ge...

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...

CB Views: September 2024 FOMC Recap

Sep 18, 2024 By George Goncalves

Fed launches easing with a big 50bp splash…

CB Views: September 2024 FOMC Preview

Sep 15, 2024 By George Goncalves

The Final Countdown (to the first cut, we call for a jumbo cut)

Japan Economic & Financial Weekly

Aug 26, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

10-year JGB yield seen testing the upside now that Fed and BoJ events are b...

CB Views: Jackson Hole Recap

Aug 23, 2024 By George Goncalves

With the clock ticking, the time has come for Fed cuts

Japan Economic & Financial Weekly

Aug 19, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Will diminished expectations of further BoJ rate hikes recover?

BOJ Monetary Policy Navigator

Aug 19, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Tail wags dog as rate hike expectations fade despite hawkish rate increase...

Japan Economic & Financial Weekly

Aug 13, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGBs look to find their footing after mid-summer turmoil

U.S. Desk Strategy Market Views

Aug 06, 2024 By George Goncalves

August 2024 Fed Call Update — Post the Macro Mania

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

US Federal Reserve and commodities

Sep 10, 2024 By Ehsan Khoman

Commodities outperform when the Fed cuts during soft landings

Commodities Weekly

Sep 05, 2024 By Ehsan Khoman

Oversold commodities to withstand macro fears

ESG Series: US Inflation Reduction Act (IRA) two years on

Sep 03, 2024 By Ehsan Khoman

How the US elections may alter the contours of the capex supercycle

Commodities Weekly

Aug 29, 2024 By Ehsan Khoman

Gold-oil ratio is sounding alarm for risk assets

Commodities Weekly

Aug 22, 2024 By Ehsan Khoman

Volatility fire sale over with commodities well-positioned for Fed rate cut...

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

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

Global Markets Monthly - October 2023

Oct 18, 2023 By Derek Halpenny

Global Markets Monthly - October 2023