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...

MUFG Global Markets Asia Podcast - Asia FX 2025 Outlook Podcast Series #1

Dec 16, 2024 By Lin Li

Possible impact of Trump's trade policies and tariffs on Chinese and Asian...

MUFG Global Markets Asia Podcast - Asia FX 2025 Outlook Podcast Series #2

Dec 16, 2024 By Lin Li

The levers to stimulate China's growth in 2025, and implication of Trump’s...

The Global Markets FX Week Ahead Podcast

Dec 13, 2024 By Lee Hardman

Why has the USD strengthened even as the Fed is set to cut rates again next...

The Global Markets FX Week Ahead Podcast

Dec 06, 2024 By Derek Halpenny

Fed to cut. Will the BoJ hike and take the yen stronger?

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?

Japan Economic Calendar

Dec 13, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of December 16 to 21, 2024）

Middle East 2025 outlook

Dec 05, 2024 By Ehsan Khoman

Themes shaping the outlook in 2025

FX Daily Snapshot

Jan 08, 2025 By Derek Halpenny

US yields could quickly start to bite

Asia FX Talk - Stronger US data supported US yields

Jan 08, 2025 By Michael Wan

US data overnight indicated still decent momentum in the US economy, with J...

FX Daily Snapshot

Jan 07, 2025 By Lee Hardman

Trump trade policy uncertainty contributing to FX market volatility

Asia FX Talk - The Tariff Man

Jan 07, 2025 By Michael Wan

Markets whipsawed with the Dollar weakening as a new report suggests that T...

Annual Foreign Exchange Outlook

Jan 06, 2025 By MUFG Research

January 2025

FX Daily Snapshot

Jan 06, 2025 By Lee Hardman

China attempts to dampen pace of CNY sell-off

Asia FX Talk - A weaker CNY ahead of Trump’s inauguration

Jan 06, 2025 By Lloyd Chan

USDCNY rose beyond 7.3000 level after authorities had defended that level f...

Asia FX Weekly - Asian FX starting 2025 on a weaker note

Jan 03, 2025 By Lin Li

As we emerge from the shadows of 2024 and enter into the dawn of 2025, Asia...

FX Daily Snapshot

Jan 03, 2025 By Derek Halpenny

GBP & EUR suffer at the start of the new year

Asia FX Talk - Starting the year with weaker Asian FX

Jan 03, 2025 By Michael Wan

If the first few days of the year are anything to go by, our forecasts for...

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

CB Views: December 2024 FOMC Preview

Dec 16, 2024 By George Goncalves

The Dots strike back...

Japan Economic & Financial Weekly

Dec 09, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Markets deadlocked ahead of final Fed and BoJ meeting in 2024

BOJ Monetary Policy Navigator

Dec 03, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Ueda interview seen as possible preparation for December rate hike

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

Commodities Weekly

Oct 31, 2024 By Ehsan Khoman

(Gold)en hedge for US elections

ESG Series: COP29 preview

Oct 29, 2024 By Ehsan Khoman

Climate finance to take centre stage

Commodities Weekly

Oct 24, 2024 By Ehsan Khoman

Parameterising commodity price volatility and the terms of trade

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