The Global Markets FX Week Ahead Podcast

Apr 25, 2025 By Lee Hardman

What’s next for USD/JPY after it briefly dropped below 140.00?

MUFG Global Markets Podcast

Apr 25, 2025 By Ehsan Khoman

Green capex realignments amid a plethora of uncertainties

MUFG Global Markets Podcast

Apr 18, 2025 By Ehsan Khoman

What sustainability themes will be prioritised in a deglobalised world?

The Global Markets FX Week Ahead Podcast

Apr 11, 2025 By Derek Halpenny

Stemming the US crisis of confidence

MUFG Global Markets Podcast

Apr 11, 2025 By Ehsan Khoman

US reciprocal tariffs – sustainability implications

MUFG Global Markets US Podcast

Apr 08, 2025 By George Goncalves

Trump’s Tariff-palooza: Macro & Market Impacts…

The Global Markets FX Week Ahead Podcast

Apr 04, 2025 By Lee Hardman

What has been the impact of Trump’s tariff war in the FX market?

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...

Japan Economic Calendar

Apr 25, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of April 28 to May 9, 2025）

Middle East

Apr 23, 2025 By Ehsan Khoman

Monthly Compendium - April 2025

Middle East

Apr 22, 2025 By Ehsan Khoman

Middle East - Monthly Composite Activity Indicator (CAI)

EM EMEA Weekly

Apr 21, 2025 By Ehsan Khoman

Revisiting the reverberations of US tariffs on EM EMEA

European Macro

Apr 17, 2025 By Henry Cook

ECB review – Navigating the trade tides

European Macro

Apr 15, 2025 By Henry Cook

ECB Preview – Not the time for a pause

EM EMEA Weekly

Apr 14, 2025 By Ehsan Khoman

Reconfiguration of the global trade order and the role of EMs

European Macro

Apr 11, 2025 By Henry Cook

Euro Area Outlook Update - Navigating The Trade Tides

Japan Economic Calendar

Apr 11, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of April 14 to 18, 2025）

EM EMEA Weekly

Apr 07, 2025 By Ehsan Khoman

Evaluating the implications for EM EMEA from US tariffs

FX Weekly

Apr 25, 2025 By Derek Halpenny

Long-term downtrend for the US dollar

Asia FX Weekly - Will the relief rally last?

Apr 25, 2025 By Lin Li

This week, headlines on tariff reductions and Fed’s independence ease so...

FX Daily Snapshot

Apr 25, 2025 By Derek Halpenny

USD respite but evidence of easing trade frictions are tentative

Asia FX Talk - Mixed signals

Apr 25, 2025 By Lloyd Chan

There are mixed signals about whether there have been some talks about t...

FX Daily Snapshot

Apr 24, 2025 By Lee Hardman

USD stages tentative rebound but built on shaky foundations

Asia FX Talk - There may be a Trump put

Apr 24, 2025 By Lloyd Chan

The Trump administration has reportedly mulled lowering tariffs on China...

Indonesia: BI holds rates amid rupiah concerns

Apr 23, 2025 By Lloyd Chan

Concerns about rupiah stability have likely led to the rate hold. There...

FX Daily Snapshot

Apr 23, 2025 By Derek Halpenny

Trump tries to rein back US dollar slump of historic proportions

Asia FX Talk - IMF cut global growth outlook

Apr 23, 2025 By Lloyd Chan

The IMF has downgraded its global growth forecast by 0.5ppt to 2.8% in 2...

FX Daily Snapshot

Apr 22, 2025 By Derek Halpenny

Uncertainty over Fed’s independence is another negative for USD

Japan Economic & Financial Weekly

Apr 21, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

10-year JGB yield tries to find its level after speculation of early BoJ...

Japan Economic & Financial Weekly

Apr 14, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Risk-averse market mood likely to persist on Trump concerns

BOJ Monetary Policy Navigator

Apr 11, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Revising our monetary policy forecast; we now see BoJ hiking in January...

US Macro Insights: March 2025 CPI Preview

Apr 09, 2025 By George Goncalves

A tariff-ying turn: once deflationary, goods now pose a risk to overall...

Japan Economic & Financial Weekly

Apr 07, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Reciprocal tariff shock forces review of BoJ rate hike scenario

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?

Global ESG

Apr 25, 2025 By Ehsan Khoman

Monthly Compendium - April 2025

Commodities Weekly

Apr 24, 2025 By Ehsan Khoman

Gold’s steamroller rally is far from overblown

Commodities and Trump 2.0

Apr 22, 2025 By Ehsan Khoman

Why commodities are the hedge of first resort against stagflation trepid...

Commodities Weekly

Apr 17, 2025 By Ehsan Khoman

Framing tariff-induced stagflation risks

Commodities Flash

Apr 15, 2025 By Ehsan Khoman

Scenario analysis for global oil markets

Commodities Weekly

Apr 10, 2025 By Ehsan Khoman

Contextualising the “art of the delay” in tariffs across commodities

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

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