The Global Markets FX Week Ahead Podcast

Mar 13, 2026 By Derek Halpenny

What do rising geopolitical risks and crude moves mean for the USD?

The Global Markets FX Week Ahead Podcast

Mar 06, 2026 By Lee Hardman

How is the Middle East conflict impacting the FX market?

The Global Markets FX Week Ahead Podcast

Feb 27, 2026 By Lee Hardman

What’s Driving Renewed Yen Weakness as Geopolitical Tensions Between Iran...

The Global Markets FX Week Ahead Podcast

Feb 20, 2026 By Derek Halpenny

The US dollar advanced this week as economic data and the FOMC minutes...

The Global Markets FX Week Ahead Podcast

Feb 13, 2026 By Lee Hardman

How has Japan's election results & US data impacted the FX market?

The Global Markets FX Week Ahead Podcast

Feb 09, 2026 By Lee Hardman

How is the Lower House election impacting the yen?

The Global Markets FX Week Ahead Podcast

Jan 30, 2026 By Derek Halpenny

USD challenges to persist

MUFG Global Markets US Podcast

Jan 27, 2026 By George Goncalves

MUFG US Strategy FOMC Preview - Dovish under pressure (Podcast Edition)

The Global Markets FX Week Ahead Podcast

Jan 23, 2026 By Lee Hardman

How has the USD been impacted by geopolitical risks?

Central banks grapple with the return of stagflation risks

Mar 11, 2026 By Henry Cook

Assessing the justification for hawkish repricing in Europe

US Inflation Update

Mar 10, 2026 By George Goncalves

February 2026 CPI Preview

US Labor Update

Mar 05, 2026 By George Goncalves

February 2026 NFP Preview

A test of the euro area economy’s resilience

Mar 02, 2026 By Henry Cook

The ‘good place’ narrative is under some threat

Middle East

Mar 02, 2026 By Soojin Kim

Oil spikes as Strait of Hormuz disruption escalates US-Iran conflict

Political uncertainty remains the key UK risk theme

Feb 27, 2026 By Henry Cook

Another set-back for the UK government ahead of key local elections

Middle East

Feb 27, 2026 By Soojin Kim

Abu Dhabi raises USD3bn in first 2026 bond sale

Middle East

Feb 26, 2026 By Soojin Kim

IMF unlocks USD2.3bn for Egypt, urges faster structural reforms

What the US tariff ruling means for the euro area

Feb 25, 2026 By Henry Cook

The economy is better positioned to navigate trade volatility

Middle East

Feb 25, 2026 By Soojin Kim

Saudi fiscal deficit hits five-year high amid oil revenue pressure

Asian currencies under pressure with higher oil prices and stagflation risks

Mar 13, 2026 By Lin Li

Markets remain focused on developments in the Iran conflict and the...

FX Daily Snapshot

Mar 13, 2026 By Derek Halpenny

US dollar grinds higher – will Japan put a halt to USD/JPY rise?

Asia FX Talk - Oil shock reignites inflation risks

Mar 13, 2026 By Lloyd Chan

The oil price shock adds to upside inflation risks and complicates the...

FX Daily Snapshot

Mar 12, 2026 By Lee Hardman

Upside risks for USD from oil supply disruption remain in place

India - Strait of Hormuz closure: Not just about oil prices for INR

Mar 12, 2026 By Michael Wan

We see the Indian Rupee as vulnerable and USD/INR likely rising above 95...

Asia FX Talk - A drop in the bucket, or a big splash?

Mar 12, 2026 By Lloyd Chan

Brent oil prices fluctuated and rose >US$90/bbl mark, while risk sentiment...

FX Daily Snapshot

Mar 11, 2026 By Derek Halpenny

Oil reserve release will help as focus shifts to inflation

Asia FX Talk - Oil swings as Mideast conflict persists

Mar 11, 2026 By Lloyd Chan

Crude oil prices have swung sharply over recent sessions, retreating from...

FX Daily Snapshot

Mar 10, 2026 By Lee Hardman

USD softens after Trump talks down fears over prolonged conflict

Asia FX Talk - Are we there yet on the Iran conflict?

Mar 10, 2026 By Michael Wan

Brent oil prices fluctuated wildly as Trump said that the Iran war could...

Japan Economic & Financial Weekly

Mar 02, 2026 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yield and yield curve scenarios for March and FY26-FY28

A bit of both, uncertainty + stretched valuations in risk assets are...

Fixed Income Commentary

Feb 20, 2026 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

JSDA bond transaction data by investor category (January 2026)

Fixed Income Commentary

Feb 16, 2026 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Incongruity behind retreating fiscal concerns after...

Japan Economic & Financial Weekly

Feb 16, 2026 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Takaichi cabinet starts to worry about rise in 10-year JGB yield

Fixed Income Commentary

Feb 09, 2026 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Historic ruling coalition victory and key issues for bond market: Lower...

Fixed Income Commentary

Feb 09, 2026 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Gauging volatility after Lower House election

Japan Economic & Financial Weekly

Feb 06, 2026 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Focus on PM’s first public statement after election: Will efforts to...

Japan Economic & Financial Weekly

Feb 06, 2026 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Long-term yield and yield curve scenarios for February 2026: Market...

Fixed Income Commentary

Feb 05, 2026 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Super-long JGB purchases by individual investors are gradually increasing...

European Corporate Credit Strategy

Oct 31, 2025 By Darren Hook

The TENNNL 4.75 2042 issue affords the opportunity to capitalise on the...

European Corporate Credit Strategy

Oct 23, 2025 By Darren Hook

US headwinds present an attractive entry point into Orsted bonds

Credit Strategy Banks

Oct 23, 2025 By Carlo Mareels

ING: INTNED 3.875% Low Reset USD AT1 appealing sub 96 cash price

We support a Buy recommendation on TDFINF issues. Our recommendation is...

TenneT moving up the ratings curve

Jul 01, 2025 By Darren Hook

Recommendation: Positive on TenneT senior unsecured bonds over a three to...

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 the...

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