MUFG Video - Further US Dollar strength or renewed sell-off into year-end?

Nov 12, 2025 By Derek Halpenny

Further US Dollar strength or renewed sell-off into year-end?

The Global Markets FX Week Ahead Podcast

Nov 07, 2025 By Derek Halpenny

BoE policy outlook, the UK budget and FX and Rates implications

The Global Markets FX Week Ahead Podcast

Oct 31, 2025 By Lee Hardman

Will the yen sell-off continue after latest BoJ driven sell-off?

MUFG Global Markets US Podcast

Oct 28, 2025 By George Goncalves

October 2025 FOMC Preview: QT out, flexible reserves in… (Podcast Edition)

The Global Markets FX Week Ahead Podcast

Oct 24, 2025 By Derek Halpenny

US-Japan relations in focus in key week ahead for JPY

The Global Markets FX Week Ahead Podcast

Oct 17, 2025 By Lee Hardman

How have political & trade risks impacted the FX market?

The Global Markets FX Week Ahead Podcast

Oct 10, 2025 By Lee Hardman

Political uncertainty driving FX market and gold price?

MUFG Video - Implications for the JPY from Takaichi's LDP leadership election victory

Oct 08, 2025 By Lee Hardman

Implications for the JPY from Takaichi's LDP leadership election victory

Global Markets Asia Podcast - Will MAS ease in October?

Oct 08, 2025 By Lloyd Chan

We expect MAS to maintain its monetary policy stance at the October meet...

The Global Markets FX Week Ahead Podcast

Oct 03, 2025 By Derek Halpenny

Yen volatility, the BoJ and the Fed

Middle East

Nov 13, 2025 By Soojin Kim

Turkey’s posts third consecutive current account surplus

Middle East

Nov 12, 2025 By Soojin Kim

Saudi Arabia strengthens us investment ties ahead of Washington summit

Middle East

Nov 11, 2025 By Soojin Kim

Egypt’s foreign exchange reserves cross USD50bn threshold

Middle East

Nov 10, 2025 By Soojin Kim

Israel outlook upgrade reflects reduced geopolitical risk

Japan Economic Calendar

Nov 07, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Week of November 10 to 14, 2025

Middle East

Nov 07, 2025 By Soojin Kim

Saudi Arabia posts SAR88.5bn budget deficit in Q3 2025

Capital Markets Strategy

Nov 06, 2025 By Tom Joyce

The Tactical, Temporary Truce (Long March Ahead for the 21st Century's M...

Middle East

Nov 06, 2025 By Soojin Kim

Qatar’s USD3.5bn investment boosts Egypt’s North coast development

Middle East

Nov 05, 2025 By Soojin Kim

Gulf PMI divergence

Middle East

Nov 04, 2025 By Soojin Kim

Turkey’s inflation eases, supporting case for gradual rate cuts

Asia FX Talk - Markets await delayed US data

Nov 14, 2025 By Lloyd Chan

President Trump has signed the government funding bill, officially endin...

FX Daily Snapshot

Nov 13, 2025 By Lee Hardman

Political storm clouds & weak UK GDP report deliver blow to GBP

Asia FX Talk - Soft India CPI cements RBI Dec cut

Nov 13, 2025 By Michael Wan

Global markets are focusing on three factors: 1) the resolution of the U...

FX Daily Snapshot

Nov 12, 2025 By Derek Halpenny

US dollar weakens but yen continues to underperform

Asia FX Talk - Mixed tone and divergence in Asia FX

Nov 12, 2025 By Michael Wan

Markets took on a more mixed tone overnight, with divergence across Asia...

FX Daily Snapshot

Nov 11, 2025 By Lee Hardman

GBP hit by further evidence of weakening UK labour market

Asia FX Talk - US government shutdown may end soon

Nov 11, 2025 By Michael Wan

Markets are took an upbeat tone as the US government shutdown disruption...

JPY Weekly - 10 November 2025

Nov 10, 2025 By Terumasa Kawakami

USD/JPY: Dollar rally pauses as concerns over US economic slowdown emerge

FX Daily Snapshot

Nov 10, 2025 By Derek Halpenny

Mixed FX impact as shutdown end in sight

Asia FX Talk - USD pauses rally as government shutdown drags on

Nov 10, 2025 By Lloyd Chan

The broad US dollar has paused its recent rally, after encountering tech...

Fixed Income Commentary

Nov 07, 2025 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Evolution of regional financial institutions' yen bond portfolios

Fixed Income Commentary

Nov 04, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Change in non-residents' super-long premium

Japan Economic & Financial Weekly

Nov 04, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

10-year JGB yield seen treading water as market monitors government-BoJ...

BOJ Monetary Policy Navigator

Oct 31, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ leaves policy rate on hold in 7-2 vote; balance of risks to price ou...

US Macro2Markets Outlook: Is everything (o)k-shaped in the economy?

Oct 31, 2025 By George Goncalves

Divergent activity & concentrated growth (via AI) expose the US to vulne...

CB Views: October 2025 FOMC Recap

Oct 29, 2025 By George Goncalves

Time to Slow Down (cuts) While Flying Blind (no data)?

CB Views: October 2025 FOMC Preview

Oct 28, 2025 By George Goncalves

QT out, flexible reserves in…

Fixed Income Commentary

Oct 27, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: JGBs as viewed by overseas investors

BOJ Monetary Policy Navigator

Oct 27, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

We expect BoJ to leave policy on hold at October MPM; Ueda worried about...

Japan Economic & Financial Weekly

Oct 27, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Fiscal expansion concerns ease; focus on policy messages from Powell and...

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

A sale to American Tower would deliver gains for TDF Infrastructure bondholders

Oct 08, 2025 By Darren Hook

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 t...

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 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