The Global Markets FX Week Ahead Podcast

Jan 17, 2025 By Derek Halpenny

Will Trump’s inauguration fuel renewed USD buying ahead of anticipated BoJ...

MUFG Global Markets Podcast

Jan 17, 2025 By Ehsan Khoman

Sustainable investing 2025 outlook

The Global Markets FX Week Ahead Podcast

Jan 10, 2025 By Lee Hardman

What are the spill-overs into the FX market from the worsening bond market...

MUFG Global Markets Podcast

Jan 10, 2025 By Ehsan Khoman

Energy 2025 outlook

MUFG Global Markets US Podcast

Jan 07, 2025 By George Goncalves

2025 Outlook: A Balancing Act (Podcast Version)

MUFG Global Markets Podcast

Dec 27, 2024 By Ehsan Khoman

Commodities 2025 outlook

The Global Markets FX Week Ahead Podcast

Dec 20, 2024 By Derek Halpenny

Let’s talk about the US dollar in 2025

MUFG Global Markets Podcast

Dec 20, 2024 By Ehsan Khoman

ESG 2025 outlook

MUFG Global Markets Asia Podcast - Asia FX 2025 Outlook Podcast Series #3

Dec 16, 2024 By Michael Wan

Two key themes from our Asia 2025 FX Outlook - the possible FX outperformer...

MUFG Global Markets Asia Podcast - Asia FX 2025 Outlook Podcast Series #4

Dec 16, 2024 By Lloyd Chan

We take a look at the potential growth and FX implications on ASEAN economi...

EM EMEA Weekly

Jan 13, 2025 By Ehsan Khoman

Ten EM EMEA questions for 2025

Japan Economic Calendar

Jan 10, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

( week of January 13 to 17, 2025)

Emerging Markets 2025 outlook

Jan 06, 2025 By Ehsan Khoman

Navigating choppy waters

EM EMEA Weekly

Jan 06, 2025 By Ehsan Khoman

EM EMEA 2025 outlook

Japan Economic Calendar

Dec 26, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of December 27, 2024 to January 10, 2025）

Middle East

Dec 20, 2024 By Ehsan Khoman

Monthly Compendium

Japan Economic Calendar

Dec 20, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of December 23 to 27, 2024）

Capital Markets Strategy

Dec 19, 2024 By Tom Joyce

2025 Global Bond Market Outlook (Key Themes for the Year Ahead)

EM EMEA Weekly

Dec 16, 2024 By Ehsan Khoman

EM performance in 2024 and first glance into 2025

Europe Weekly Focus

Dec 13, 2024 By Henry Cook

Course set for neutral – but how will the ECB navigate the trade winds?

FX Weekly

Jan 17, 2025 By Derek Halpenny

USD moves dictated by level of Trump action

Asia FX Weekly - The Elephant in the room

Jan 17, 2025 By Lin Li

20th Jan is the day of Trump 2.0’s inauguration and the start of his admini...

FX Daily Snapshot

Jan 17, 2025 By Lee Hardman

US yields & USD have lost upward momentum this week

Asia FX Talk - China's monthly data will be key

Jan 17, 2025 By Michael Wan

Scott Bessent – the US Treasury Secretary nominee – was critical of China i...

FX Daily Snapshot

Jan 16, 2025 By Lee Hardman

Relief for global bond markets but limited spill-overs into G10 FX

Asia FX Talk - Softer US core CPI dampens the USD

Jan 16, 2025 By Lloyd Chan

US core inflation was 0.2%mom in December, down from 0.3%mom in November, l...

Indonesia: Policy rate will fall further in 2025, but timing is uncertain

Jan 15, 2025 By Lloyd Chan

Bank Indonesia (BI) cut its policy rate by 25bps to 5.75%, surprising Bloom...

FX Daily Snapshot

Jan 15, 2025 By Derek Halpenny

US inflation fears ebb taking USD lower as JPY outperforms

Asia FX Talk - US CPI will be next focus

Jan 15, 2025 By Michael Wan

US PPI inflation came in softer than expected, while the NFIB Small Busines...

IndonesiaPulse - Trump, Prabowo, and Perry to sway rupiah’s outlook in 2025

Jan 14, 2025 By Lloyd Chan

We expect the rupiah to remain on the backfoot for now with no catalyst for...

Fixed Income Commentary

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

Outlook for JGB supply/demand in 2025 based on FY25 issuance plan

Japan Economic & Financial Weekly

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

JGB yields seen nervously testing the upside with an eye on Trump 2.0

January 2025 Fed & Rates Call Update

Jan 10, 2025 By George Goncalves

Pushing Back/Reducing Cuts (post strong NFP)...

Japan Economic & Financial Weekly

Dec 30, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yield and yield curve scenarios for January and 2025

Macro2Markets: 2025 Outlook

Dec 24, 2024 By George Goncalves

A Balancing Act

Japan Economic & Financial Weekly

Dec 23, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Caught between hawkish Fed and dovish BoJ, 10-year JGB yield searches for...

BOJ Monetary Policy Navigator

Dec 20, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ Ueda's dovish impression at press conference due to "Trump 2.0" uncerta...

CB Views: December 2024 FOMC Recap

Dec 18, 2024 By George Goncalves

Hawks are back in town (so stay nimble into 2025) …

BOJ Monetary Policy Navigator

Dec 16, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Kyodo reports BoJ is considering leaving rates on hold in December...

Japan Economic & Financial Weekly

Dec 16, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB market unlikely to relax until BoJ and Fed meetings are over

Commodities Weekly

Jan 16, 2025 By Ehsan Khoman

Sanctions rattle energy markets

ESG Series: Sustainability themes for 2025

Jan 14, 2025 By Ehsan Khoman

What’s rising, what’s falling, what’s maturing and what’s ambiguous

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

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

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