The MUFG Global Markets Podcast

Nov 19, 2024 By George Goncalves

Post Election Thoughts: Has the Trump Trade run its course?

The Global Markets FX Week Ahead Podcast

Nov 15, 2024 By Lee Hardman

How hard will Asian currencies be hit by the fallout from a second Trump pr...

MUFG Global Markets Podcast

Nov 15, 2024 By Ehsan Khoman

Back to basics approach to sustainable investing post US elections?

The Global Markets FX Week Ahead Podcast

Nov 08, 2024 By Lee Hardman

What's next for the USD after the US election?

MUFG Global Markets Podcast

Nov 08, 2024 By Ehsan Khoman

Trump 2.0 implications for the world of ESG

Global Markets Asia Podcast - US election impact on ASEAN

Nov 05, 2024 By Lloyd Chan

We take a look at the potential growth, monetary policy, and FX implication...

The Global Markets FX Week Ahead Podcast

Nov 01, 2024 By Derek Halpenny

The US dollar into and beyond the US elections

MUFG Global Markets Podcast

Nov 01, 2024 By Ehsan Khoman

The US election energy transition playbook

The Global Markets FX Week Ahead Podcast

Oct 25, 2024 By Lee Hardman

What’s next for the JPY after Japan steps up intervention threat?

Europe Weekly Focus

Nov 15, 2024 By Henry Cook

UK growth details are more encouraging than the headline figure

Middle East

Nov 12, 2024 By Ehsan Khoman

Monthly Compendium

EM EMEA Weekly

Nov 11, 2024 By Ehsan Khoman

First thoughts post US elections on the EM complex

Europe Weekly Focus

Nov 08, 2024 By Henry Cook

Our initial thoughts on Trump and the euro area

EM EMEA Weekly

Nov 04, 2024 By Ehsan Khoman

Brace for impact as EMs will struggle under Trump 2.0

Europe Weekly Focus

Nov 01, 2024 By Henry Cook

Better news on euro area growth & BoE preview

Japan Economic Calendar

Nov 01, 2024 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of November 4 to 8, 2024）

Capital Markets Strategy

Oct 31, 2024 By Tom Joyce

Policy Note: Trade War Begins on Day 1 of Trump 2.0

UK Budget review

Oct 31, 2024 By Henry Cook

Higher tax, higher spend, more investment

Middle East – Egypt Economic Update

Oct 31, 2024 By Ehsan Khoman

October 2024

Asia FX Talk - Regional FX weakness could persist

Nov 21, 2024 By Lloyd Chan

We think any reprieve for Asian currencies could prove to be temporary.

Indonesia: A slower pace of BI rate cuts ahead given rupiah headwinds

Nov 20, 2024 By Lloyd Chan

Bank Indonesia kept the policy rate unchanged at 6.00% in November. We stil...

FX Daily Snapshot

Nov 20, 2024 By Derek Halpenny

USD consolidation as Trump cabinet nears completion

Asia FX Talk - BI to hold rates amid a strong dollar

Nov 20, 2024 By Lloyd Chan

We expect Bank Indonesia to keep its policy rate unchanged at 6.00% today t...

FX Daily Snapshot

Nov 19, 2024 By Lee Hardman

USD gives back recent gains as tariff fears ease

Asia FX Talk - No clear BOJ hike guidance from Ueda

Nov 19, 2024 By Michael Wan

The Dollar weakened overnight, as better risk sentiment in equity markets c...

FX Daily Snapshot

Nov 18, 2024 By Lee Hardman

Governor Ueda fails to push back strongly against weaker JPY

JPY Weekly - 18 November 2024

Nov 18, 2024 By Teppei Ino

Declining expectations of a rate cut at December FOMC

Asia FX Talk - US Treasury Secretary key for Asia

Nov 18, 2024 By Michael Wan

The Dollar strengthened further as markets continued to price for the prior...

FX Weekly

Nov 15, 2024 By Derek Halpenny

USD buying momentum to ease

CB Views: November 2024 FOMC Recap

Nov 07, 2024 By George Goncalves

Fed policy normalization to continue well into 2025…

CB Views: November 2024 FOMC Preview

Nov 06, 2024 By George Goncalves

Sticking to 2 more cuts in 2024 (outlook uncertain beyond that)

BOJ Monetary Policy Navigator

Nov 01, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ confirms that data are "on track" and still sees upside risk to prices...

US Macro2Markets Outlook: Nearing the end (of the uncertainty vortex)...

Oct 31, 2024 By George Goncalves

Elections come and go, markets are focused on a forever growing debt bill.....

Fixed Income Commentary

Oct 29, 2024 By Naomi Muguruma

Oct 27 Lower House election: JGB yield decline on political turmoil likely...

Japan Economic & Financial Weekly

Oct 28, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB market seen reacting nervously to election results with one eye on BoJ...

Fixed Income Commentary

Oct 23, 2024 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Lower House election: Initial JGB market reaction after votes counted

BOJ Monetary Policy Navigator

Oct 22, 2024 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ expected to leave rates on hold while noting increased confidence in it...

Japan Economic & Financial Weekly

Oct 21, 2024 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Rate hike expectations recover on backlash against US pessimism and dovish...

Rates & Fed Call Update — Post Strong NFP (induced) Shock

Oct 07, 2024 By George Goncalves

Jumbo strong jobs report derails the future of jumbo rate cuts, for now…

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

Commodities Weekly

Oct 17, 2024 By Ehsan Khoman

China’s long on words but short of numbers stimulus leaves commodities aski...

Commodities Weekly

Oct 10, 2024 By Ehsan Khoman

Oil markets remain on tenterhooks with uncertainties abound

Commodities Flash

Oct 06, 2024 By Ehsan Khoman

Energy market implications stemming from heightened geopolitical risks in t...

Commodities Weekly

Oct 03, 2024 By Ehsan Khoman

Geopolitical risk premium in oil markets remains negligible (for now)

Commodities Weekly

Sep 26, 2024 By Ehsan Khoman

Commodities riding high on Chinese stimulus but is it enough?

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