The Global Markets FX Week Ahead Podcast

Feb 21, 2025 By Lee Hardman

What’s been driving the stronger JPY and will it continue?

MUFG Global Markets Podcast

Feb 21, 2025 By Ehsan Khoman

Sustainability implications from the AI Action Summit

The Global Markets FX Week Ahead Podcast

Feb 14, 2025 By Lee Hardman

Thoughts from Asia & Europe on what has been contributing to a weaker USD

MUFG Global Markets Podcast

Feb 14, 2025 By Ehsan Khoman

Global market implications from US tariffs on aluminium and steel imports

MUFG Global Markets US Podcast

Feb 11, 2025 By George Goncalves

US Macro Insights January 2025 CPI Preview Podcast Version

The Global Markets FX Week Ahead Podcast

Feb 07, 2025 By Lee Hardman

Trump tariff delay triggers correction lower for USD?

MUFG Global Markets Podcast

Feb 07, 2025 By Ehsan Khoman

Key takeaways from MUFG’s 2025 ESG event

MUFG Global Markets US Podcast

Feb 04, 2025 By George Goncalves

Risk-Off Flashpoint (Now in Focus) Podcast Version

The Global Markets FX Week Ahead Podcast

Jan 31, 2025 By Derek Halpenny

Trade tariffs – will he, won’t he? USD swings ahead

MUFG Global Markets Podcast

Jan 31, 2025 By Ehsan Khoman

Sustainability implications from the EU Competitiveness Compass

Japan Economic Calendar

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

( week of February 24 to 28, 2025）

EM EMEA Weekly

Feb 17, 2025 By Ehsan Khoman

Thinking global, acting local to hedge tariff-induced volatility in the EM...

Japan Economic Calendar

Feb 14, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

( week of February 17 to 23, 2025）

Middle East

Feb 13, 2025 By Ehsan Khoman

Monthly Compendium

Middle East

Feb 12, 2025 By Ehsan Khoman

Middle East - Monthly Composite Activity Indicator (CAI)

EM EMEA Weekly

Feb 10, 2025 By Ehsan Khoman

Tariff on, tariff off – what’s next for emerging markets?

Japan Economic Calendar

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

( week of February 10 to 14, 2025）

Capital Markets Strategy

Feb 03, 2025 By Tom Joyce

The Trade War Has Begun

EM EMEA Weekly

Feb 03, 2025 By Ehsan Khoman

Tariff-fied – initial readings across EMs

Japan Economic Calendar

Jan 31, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

( week week of February 3 to 7, 2025）

FX Weekly

Feb 21, 2025 By Lee Hardman

JPY continues to outperform in 2025

FX Daily Snapshot

Feb 21, 2025 By Lee Hardman

JPY gives up gains after BoJ signals unease over sharp rise in yields

Asia FX Talk - JPY outperforms on rising BOJ bets

Feb 21, 2025 By Michael Wan

Japan’s inflation accelerated more than expected in January, with CPI exclu...

FX Daily Snapshot

Feb 20, 2025 By Lee Hardman

USD/JPY is retesting support at the 150.00-level

Asia FX Talk - Markets - Tariff uncertainty persists

Feb 20, 2025 By Lloyd Chan

The US dollar (DXY) has found near-term support following Trump’s latest ta...

FX Daily Snapshot

Feb 19, 2025 By Lee Hardman

Trump’s tariff threats providing less support for USD

Asia FX Talk - Markets - complacent on tariffs?

Feb 19, 2025 By Michael Wan

We think markets are perhaps too complacent at this point, and see FX vol p...

FX Daily Snapshot

Feb 18, 2025 By Lee Hardman

GBP extends rebound against EUR & USD

Asia FX Talk - RBA and Singapore Budget in focus

Feb 18, 2025 By Michael Wan

Markets expect a 25bps cut from RBA, while Singapore's Budget 2025 is expec...

FX Daily Snapshot

Feb 17, 2025 By Lee Hardman

US dollar sell-off extends further as bullish outlook questioned

Fixed Income Commentary

Feb 14, 2025 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

10yr JGB yield upside prospects amid terminal rate overshoot speculation...

US Macro Insights: January 2025 CPI Preview

Feb 11, 2025 By George Goncalves

Rising inflation expectations: predictive of future inflation or misplaced?...

Japan Economic & Financial Weekly

Feb 10, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

US-Japan summit held amid mounting BoJ rate hike speculation

US Macro Insights: January 2025 NFP Preview

Feb 06, 2025 By George Goncalves

Major data release, with various revisions, to set the tone on the macro fr...

Japan Economic & Financial Weekly

Feb 03, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Concerns about pace of BoJ rate hikes and terminal rate seen weighing on ma...

US Macro2Markets Outlook: Risk-Off Flashpoint (Now in Focus)…

Jan 31, 2025 By George Goncalves

That escalated quickly, and with no clear off ramps, a flashpoint may occur

CB Views: January 2025 FOMC Recap

Jan 29, 2025 By George Goncalves

Clean up on Fed-Street

CB Views: January 2025 FOMC Preview

Jan 28, 2025 By George Goncalves

Defiantly Data Dependent?

BOJ Monetary Policy Navigator

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

BoJ decides to raise rates on "rising likelihood" of realizing outlook...

Japan Economic & Financial Weekly

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

Where will JGB yields settle after BoJ rate hike?

ESG Series: 2025 considerations

Feb 21, 2025 By Ehsan Khoman

sectors

Commodities Weekly

Feb 20, 2025 By Ehsan Khoman

Implications of a potential Russia-Ukraine peace agreement for commodities

ESG Series: 2025 considerations

Feb 19, 2025 By Ehsan Khoman

Climate

Commodities Weekly

Feb 13, 2025 By Ehsan Khoman

Why the European natural gas rally may be coming to an end

Commodities Flash

Feb 10, 2025 By Ehsan Khoman

President Trump unveils plans for 25% tariffs on aluminium and steel

Commodities Weekly

Jan 30, 2025 By Ehsan Khoman

Gauging tariffs risks across commodities

Commodities Weekly

Jan 16, 2025 By Ehsan Khoman

Sanctions rattle energy markets

Commodities Weekly

Jan 09, 2025 By Ehsan Khoman

Client feedback from our Commodities 2025 outlook

Energy 2025 outlook

Dec 18, 2024 By Ehsan Khoman

Abundant supply, watch the tails

Commodities 2025 outlook

Dec 11, 2024 By Ehsan Khoman

Stay selective, hedge Trump-induced tail risks

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

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

Global Markets Monthly

Mar 26, 2024 By Derek Halpenny

March 2024