The Global Markets FX Week Ahead Podcast

Dec 06, 2024 By Derek Halpenny

Fed to cut. Will the BoJ hike and take the yen stronger?

The Global Markets FX Week Ahead Podcast

Nov 29, 2024 By Lee Hardman

What’s behind the correction lower for USD/JPY?

The MUFG Global Markets Podcast

Nov 27, 2024 By George Goncalves

From the lame duck session to a new administration, how to think about rate...

The Global Markets FX Week Ahead Podcast

Nov 22, 2024 By Derek Halpenny

US dollar strengthens amid geopolitical risks

MUFG Video - Trump and the US dollar - what's next?

Nov 20, 2024 By Derek Halpenny

Trump and the US dollar - what's next?

The MUFG Global Markets Podcast

Nov 19, 2024 By George Goncalves

Post Election Thoughts: Has the Trump Trade run its course?

The Global Markets FX Week Ahead Podcast

Nov 15, 2024 By Lee Hardman

How hard will Asian currencies be hit by the fallout from a second Trump pr...

MUFG Global Markets Podcast

Nov 15, 2024 By Ehsan Khoman

Back to basics approach to sustainable investing post US elections?

The Global Markets FX Week Ahead Podcast

Nov 08, 2024 By Lee Hardman

What's next for the USD after the US election?

MUFG Global Markets Podcast

Nov 08, 2024 By Ehsan Khoman

Trump 2.0 implications for the world of ESG

Middle East 2025 outlook

Dec 05, 2024 By Ehsan Khoman

Themes shaping the outlook in 2025

Japan Economic Calendar

Nov 29, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of December 2 to 6, 2024）

Europe Weekly Focus

Nov 22, 2024 By Henry Cook

Germany – the case for optimism

Japan Economic Calendar

Nov 22, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(November 25 to 29, 2024）

Capital Markets Strategy

Nov 20, 2024 By Tom Joyce

The Trump Trade (A Closer Look at Market Reaction to the US Election)

Capital Markets Strategy

Nov 19, 2024 By Tom Joyce

Consequential Elections (The Outlook for Trade, Tax, Deregulation & "Americ...

Japan Economic Calendar

Nov 15, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of November 18 to 23, 2024）

Europe Weekly Focus

Nov 15, 2024 By Henry Cook

UK growth details are more encouraging than the headline figure

Middle East

Nov 12, 2024 By Ehsan Khoman

Monthly Compendium

EM EMEA Weekly

Nov 11, 2024 By Ehsan Khoman

First thoughts post US elections on the EM complex

Asia FX Talk - Regional markets stay calm ahead of US CPI

Dec 11, 2024 By Lloyd Chan

Asian FX markets have been calm against the US dollar as they await the US...

FX Daily Snapshot

Dec 10, 2024 By Lee Hardman

China stimulus optimism provides boost for commodity currencies

JPY Weekly - 9 December 2024

Dec 10, 2024 By Teppei Ino

BOJ and Fed monetary policy likely to become clearer

Asia FX Talk - China signals more macro policy support in 2025

Dec 10, 2024 By Lloyd Chan

China’s Politburo has announced that it will adopt a “moderately loose” sta...

Asia FX Outlook 2025 - Navigating Asia FX markets in Trump 2.0

Dec 09, 2024 By Lin Li

For 2025, potential slower growth of semiconductor demand, softer global gr...

FX Daily Snapshot

Dec 09, 2024 By Lee Hardman

USD continues to consolidate at stronger levels after NFP report

Asia FX Talk - Fed December rate cut odds increased

Dec 09, 2024 By Michael Wan

Even as headline NFP was strong, the market could have placed more weight i...

FX Weekly

Dec 06, 2024 By Derek Halpenny

USD/JPY divergence in focus in December

India: RBI (Dec 2024) - CRR cut, FCNR changes unlikely to change USD/INR trajectory

Dec 06, 2024 By Michael Wan

RBI kept its key repo rate unchanged, but cut the Cash Reserve Ratio (CRR)...

FX Daily Snapshot

Dec 06, 2024 By Lee Hardman

USD is trading on softer footing heading into NFP report

BOJ Monetary Policy Navigator

Dec 03, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Ueda interview seen as possible preparation for December rate hike

Japan Economic & Financial Weekly

Dec 03, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yield and yield curve scenarios for December and 2H FY24-FY27

US Macro2Markets Outlook: Markets feel adrift post election, now what?

Nov 26, 2024 By George Goncalves

Bond markets lack direction as we are in both monetary & fiscal policy limb...

Japan Economic & Financial Weekly

Nov 25, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Wait-and-see mood takes hold amid absence of obvious catalysts for December...

Japan Economic & Financial Weekly

Nov 18, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Trump 2.0, rate hike speculation, and fiscal policy fears pose threats to J...

Japan Economic & Financial Weekly

Nov 11, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Revising our outlook for JGB yields following Donald Trump's victory

CB Views: November 2024 FOMC Recap

Nov 07, 2024 By George Goncalves

Fed policy normalization to continue well into 2025…

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.....

Commodities Weekly

Dec 05, 2024 By Ehsan Khoman

OPEC+ set to delay its production hikes until spring 2025

ESG Series: ESG 2025 outlook

Dec 03, 2024 By Ehsan Khoman

Navigating the physical realities of the energy transition

ESG Series: COP29 outcomes

Nov 28, 2024 By Ehsan Khoman

Historic “face value” climate finance agreement

Commodities Weekly

Nov 14, 2024 By Ehsan Khoman

Commodities’ slide signifies dual risks of a tepid China and strong dollar

Commodities Weekly

Nov 07, 2024 By Ehsan Khoman

Trifecta week is testing commodity traders

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

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

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

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

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