The Global Markets FX Week Ahead Podcast

Jul 11, 2025 By Lee Hardman

How has the FX market responded to Trump’s latest tariff announcements?

The Global Markets FX Week Ahead Podcast

Jul 04, 2025 By Derek Halpenny

The BoJ, yen and Trump’s tariff announcement

MUFG Global Markets US Podcast

Jul 02, 2025 By George Goncalves

June 2025 NFP Preview (Podcast Edition)

The Global Markets FX Week Ahead Podcast

Jun 27, 2025 By Lee Hardman

What's next for the USD after Middle East tensions ease?

The Global Markets FX Week Ahead Podcast

Jun 20, 2025 By Derek Halpenny

USD downside risks persist in most Middle East scenarios

MUFG Global Markets US Podcast

Jun 17, 2025 By George Goncalves

June 2025 FOMC Preview Podcast Edition - It’s never “too late” to pivot...

The Global Markets FX Week Ahead Podcast

Jun 13, 2025 By Lee Hardman

Will Middle East tensions trigger a reversal of the weakening USD trend?

MUFG Video - FX market impact from easing of trade fears

Jun 12, 2025 By Lee Hardman

FX market impact from easing of trade fears

Global Markets Asia Podcast - Malaysia's strong investment to support ringgit

Jun 12, 2025 By Lloyd Chan

We assess our outlook for Malaysia's economy and the ringgit amid linger...

The Global Markets FX Week Ahead Podcast

Jun 06, 2025 By Lee Hardman

What’s next for the USD after the latest NFP report?

UK GDP

Jul 11, 2025 By Henry Cook

Looking past the noise

Japan Economic Calendar

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

(July 14 to 20, 2025)

Middle East

Jul 11, 2025 By Soojin Kim

Daily - 11 July 2025

Middle East

Jul 10, 2025 By Soojin Kim

Daily - 10 July 2025

Middle East

Jul 09, 2025 By Soojin Kim

Daily - 09 July 2025

Middle East

Jul 08, 2025 By Soojin Kim

Daily - 08 July 2025

Middle East

Jul 07, 2025 By Soojin Kim

Daily - 07 July 2025

Japan Economic Calendar

Jul 04, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(July 7 to 11, 2025)

Middle East

Jul 04, 2025 By Soojin Kim

Daily - 04 July 2025

Middle East

Jul 03, 2025 By Soojin Kim

Daily - 03 July 2025

FX Weekly

Jul 11, 2025 By Derek Halpenny

Tariff political risks for the yen

Asia FX Weekly- Expedited trade talks under the pressure of newly announced tariffs?

Jul 11, 2025 By Lin Li

Trump announced a new set of reciprocal tariffs for more than 20 countri...

FX Daily Snapshot

Jul 11, 2025 By Derek Halpenny

More tariff announcements – but can market indifference continue?

Asia FX Talk - Regional currencies stay calm amid modest USD strength

Jul 11, 2025 By Lloyd Chan

US Treasury yields rose across the curve and the US dollar index (DXY) e...

FX Focus

Jul 10, 2025 By Derek Halpenny

FX reserve managers cautious on EUR but big sellers of JPY in Q1!

Philippines and US tariffs - Relatives matter, but so do opportunity costs

Jul 10, 2025 By Michael Wan

While the 20% tariff rate for the Philippines is higher than we assumed,...

FX Daily Snapshot

Jul 10, 2025 By Lee Hardman

Trump creates more trade policy uncertainty hitting BRL

Asia FX Talk - Fed divided on rate path as tariff pressures mount

Jul 10, 2025 By Lloyd Chan

The June FOMC meeting minutes indicate a divide among Fed officials over...

Malaysia: Ringgit tested by trade headwinds, shielded by domestic strength

Jul 10, 2025 By Lloyd Chan

The ringgit faces near-term pressure from rising tariff risks, but resil...

FX Daily Snapshot

Jul 09, 2025 By Derek Halpenny

Copper tariff signalled underlining rising risks in coming weeks

Japan Economic & Financial Weekly

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

10-year JGB yield seen assuming upward bias with an eye on Upper House e...

July 2025 Fed & Rates Call Update

Jul 03, 2025 By George Goncalves

Moving our Fed call to September, with 3 cuts in 2025, but we still expe...

US Macro Insights: June 2025 NFP Preview

Jul 02, 2025 By George Goncalves

Everything has to go "perfectly" (i.e. a weak jobs report) for the Fed t...

US Macro2Markets Outlook: A Stitch in Time Saves Nine

Jun 30, 2025 By George Goncalves

Uncertainty may be fading but consumer is tapped out, can the Fed cut in...

Fixed Income Commentary

Jun 25, 2025 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Super-long JGB supply/demand concerns: How to view issuance reduction im...

Japan Economic & Financial Weekly

Jun 23, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Elevated Middle East tensions complicate super-long JGB supply/demand pi...

BOJ Monetary Policy Navigator

Jun 18, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ decides to prioritize JGB market stability by tapering reductions in...

CB Views: June 2025 FOMC Recap

Jun 18, 2025 By George Goncalves

Markets disappointed with the halfway Fed pivot

Fixed Income Commentary

Jun 17, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Euro-denominated JGBs become more attractive as hedging costs fall

CB Views: June 2025 FOMC Preview

Jun 17, 2025 By George Goncalves

It’s never “too late” to pivot (so long as it’s to the dovish side)

European Corporate Credit Strategy

Jul 01, 2025 By Darren Hook

TenneT moving up the ratings curve

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

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