The Global Markets FX Week Ahead Podcast

Mar 28, 2025 By Derek Halpenny

Reciprocal tariff plans are not fully priced

MUFG Global Markets Podcast

Mar 28, 2025 By Ehsan Khoman

Navigating "secondary tariffs" in global energy markets

The Global Markets FX Week Ahead Podcast

Mar 21, 2025 By Lee Hardman

What are the main takeaways for the FX market from this week’s central b...

MUFG Global Markets Podcast

Mar 21, 2025 By Ehsan Khoman

Tariffs, inflation expectations and the outperformance of commodities

MUFG Video - Reasons for weaker USD at start of President Trump's second term

Mar 20, 2025 By Lee Hardman

Reasons for weaker USD at start of President Trump's second term

MUFG Global Markets US Podcast

Mar 18, 2025 By George Goncalves

March 2025 FOMC Preview: Not in a hurry to get worried

The Global Markets FX Week Ahead Podcast

Mar 14, 2025 By Derek Halpenny

Eventful week ahead with BoJ key for JPY direction

The Global Markets FX Week Ahead Podcast

Mar 07, 2025 By Lee Hardman

All change in the FX market as US exceptionalism is challenged?

MUFG Global Markets Asia Podcast - China NPC 2025

Mar 07, 2025 By Lin Li

Proactive policies support a positive transition of growth model

MUFG Global Markets Podcast

Mar 07, 2025 By Ehsan Khoman

Policy risks and commodities

Europe Weekly Focus

Apr 03, 2025 By Henry Cook

The tariff man delivers - what does it mean for Europe?

Capital Markets Strategy

Apr 01, 2025 By Tom Joyce

Dissonance (Divergence Across Global Markets in Q1 2025)

Capital Markets Strategy

Mar 31, 2025 By Tom Joyce

The New Faces of Washington (President Trump's Leadership & Policy Team)

Japan Economic Calendar

Mar 28, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of March 31 to April 6, 2025）

Capital Markets Strategy

Mar 26, 2025 By Tom Joyce

The Grand Ambitions of a Mar-a-Lago Accord

UK Monitor

Mar 26, 2025 By Henry Cook

UK Spring Statement review

EM EMEA Weekly

Mar 24, 2025 By Ehsan Khoman

Emerging markets brace for a volatile second quarter ahead

Europe Weekly Focus

Mar 21, 2025 By Henry Cook

German fiscal policy - A question of urgency

Japan Economic Calendar

Mar 21, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of March 24 to 28, 2025）

Middle East

Mar 21, 2025 By Ehsan Khoman

Monthly Compendium - March 2025

Asia FX Talk - Huge market moves post reciprocal tariff hikes

Apr 04, 2025 By Michael Wan

Post what was the largest tariff hike by the US since the 1930s Smoot-Ha...

FX Daily Snapshot

Apr 03, 2025 By Lee Hardman

Trump tariffs raise risk of global slowdown boosting demand for yen

Asia FX Talk - Reciprocal tariffs - Largest tariff hikes since the 1930s

Apr 03, 2025 By Michael Wan

President Trump announced his reciprocal tariff plan overnight, in what...

FX Daily Snapshot

Apr 02, 2025 By Derek Halpenny

Reciprocal tariff plan – uncertainties will likely persist

Asia FX Talk - Time for reciprocity

Apr 02, 2025 By Lloyd Chan

US President Trump is thinking about 3 different tariff options – a univ...

Monthly Foreign Exchange Outlook

Apr 01, 2025 By MUFG Research

April 2025

FX Daily Snapshot

Apr 01, 2025 By Lee Hardman

FX market in “wait and see” mode ahead of Trump tariff announcement

Thailand: Growth outlook downgraded after the earthquake, baht to weaken

Apr 01, 2025 By Lloyd Chan

We have lowered our forecast for Thailand’s GDP growth to 2.2% in 2025,...

Asia FX Talk - Liberation Day - how will Reciprocal tariffs be implemented for Asia?

Apr 01, 2025 By Michael Wan

President Trump is slated to announce his signature reciprocal tariff pl...

FX Daily Snapshot

Mar 31, 2025 By Lee Hardman

Yen outperforms as growth fears build ahead of “Liberation Day”

BOJ Monetary Policy Navigator

Apr 03, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Possibility of early BoJ rate hike fades with reciprocal tariff shock

US Macro Insights: March 2025 NFP Preview

Apr 03, 2025 By George Goncalves

Difficult to see private sector outweighing DOGE-effect for months to come

Japan Economic & Financial Weekly

Mar 31, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

10-year JGB yield seen falling on start-of-year buying before stabilizin...

US Macro2Markets Outlook- It's Tariff Time: Only time will tell the macro & market

Mar 31, 2025 By George Goncalves

High uncertainty drives markets to partially liberate from stretched val...

BOJ Monetary Policy Navigator

Mar 28, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Who will replace BoJ as main buyer of JGBs?

Japan Economic & Financial Weekly

Mar 24, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

End-FY supply/demand dynamics seen putting floor under 10-year JGB yield

BOJ Monetary Policy Navigator

Mar 21, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Ueda's press conference: Wages "toward higher end" of outlook amid risin...

CB Views: March 2025 FOMC Recap

Mar 19, 2025 By George Goncalves

Steady on rates but tweak on QT opens door to cuts

Fixed Income Commentary

Mar 18, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Will plunging Cabinet approval rating reignite “Takaichi trade”?

CB Views: March 2025 FOMC Preview

Mar 18, 2025 By George Goncalves

Not in a hurry to get worried

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

Russia-Ukraine resolution prospects

Mar 12, 2025 By Ehsan Khoman

Parameterising scenarios and the implications for global markets

Commodities Weekly

Mar 06, 2025 By Ehsan Khoman

Tariffs and commodities diversification role as a critical inflation hedge

Commodities Flash

Mar 04, 2025 By Ehsan Khoman

OPEC+ to prudently proceed with production hikes

Commodities Weekly

Feb 27, 2025 By Ehsan Khoman

A new chapter in the US commodities tariff playbook – Section 232 on copper

ESG Series: 2025 considerations

Feb 21, 2025 By Ehsan Khoman

sectors

ESG Series: 2025 considerations

Feb 21, 2025 By Ehsan Khoman

Regions

Commodities Weekly

Feb 20, 2025 By Ehsan Khoman

Implications of a potential Russia-Ukraine peace agreement for commodities

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