The Global Markets FX Week Ahead Podcast

Jan 09, 2026 By Derek Halpenny

Implications of US jobs data and possible Japan election

MUFG Global Markets US Podcast

Jan 08, 2026 By George Goncalves

MUFG 2026 Strategy Outlook – Smooth Sailing Ahead? (Podcast Edition)

The Global Markets FX Week Ahead Podcast

Dec 12, 2025 By Derek Halpenny

Focus on FOMC turns to the BoJ and BoE in final full week of trading

The Global Markets FX Week Ahead Podcast

Dec 05, 2025 By Lee Hardman

Will USD/JPY continue to fall ahead of Fed & BoJ policy meetings?

The Global Markets FX Week Ahead Podcast

Nov 28, 2025 By Lee Hardman

How have fiscal concerns been impacting GBP & JPY performance?

The Global Markets FX Week Ahead Podcast

Nov 21, 2025 By Derek Halpenny

Japan and UK fiscal challenges in focus

The Global Markets FX Week Ahead Podcast

Nov 14, 2025 By Lee Hardman

Will the GBP continue to underperform?

MUFG Video - Further US Dollar strength or renewed sell-off into year-end?

Nov 12, 2025 By Derek Halpenny

Further US Dollar strength or renewed sell-off into year-end?

The Global Markets FX Week Ahead Podcast

Nov 07, 2025 By Derek Halpenny

BoE policy outlook, the UK budget and FX and Rates implications

The Global Markets FX Week Ahead Podcast

Oct 31, 2025 By Lee Hardman

Will the yen sell-off continue after latest BoJ driven sell-off?

Euro area outlook – Geopolitical noise, macro stability?

Jan 09, 2026 By Henry Cook

The economy starts the year on a decent footing; further disinflation to...

Japan Economic Calendar

Jan 09, 2026 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of January 12 to 16, 2026)

Middle East

Jan 09, 2026 By Soojin Kim

Qatar boosts foreign reserves, to reinforce riyal peg and financial stab...

Middle East

Jan 08, 2026 By Soojin Kim

Bahrain’s GDP growth accelerates in Q3 2025 on broad-based expansion

Middle East

Jan 07, 2026 By Soojin Kim

Saudi Arabia fully opens stock market to foreign investors

Middle East

Jan 06, 2026 By Soojin Kim

Bank of Israel delivers surprise rate cut as inflation eases

Middle East

Jan 05, 2026 By Soojin Kim

Saudi Arabia maps USD58bn 2026 borrowing strategy

Japan Economic Calendar

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

(week of December 26, 2025 to January 9, 2026)

Middle East

Dec 24, 2025 By Soojin Kim

Turkey raises minimum wage in line with inflation to support disinflatio...

Middle East

Dec 23, 2025 By Soojin Kim

IMF reached staff-level deal with Egypt, paving way for fresh funding

Asia FX Weekly - Local factors drive FX dispersion

Jan 09, 2026 By Lin Li

Across Asia, this week can be considered as a tale of two halves to star...

FX Daily Snapshot

Jan 09, 2026 By Derek Halpenny

Jobs data in focus with scope for dollar to extend modest gains

Asia FX Talk - USD holds firm ahead of nonfarm payrolls

Jan 09, 2026 By Lloyd Chan

The US dollar (DXY) has held firm at the start of the year, after findin...

FX Daily Snapshot

Jan 08, 2026 By Lee Hardman

USD continues to trade on stronger footing in run up to NFP report

Asia FX Talk - ISM services data supports USD, PHP hits new low

Jan 08, 2026 By Lloyd Chan

The ISM services index delivered a strong upside surprise.

2026 Annual Foreign Exchange Outlook

Jan 07, 2026 By MUFG Research

January 2026

FX Daily Snapshot

Jan 07, 2026 By Derek Halpenny

China / Japan tensions rise again as equities fall

Asia FX Talk - Markets embrace growth optimism

Jan 07, 2026 By Lloyd Chan

Markets kick off the year in risk-on mode. The S&P 500 closed at record...

FX Daily Snapshot

Jan 06, 2026 By Lee Hardman

High beta G10 FX strengthen including GBP at start of 2026

Asia FX Talk - Positive sentiment on Asia starting 2026

Jan 06, 2026 By Michael Wan

We think Asian FX can do better moving forward, even as there will be in...

Fixed Income Commentary

Dec 30, 2025 By Kazuya Fujiwara (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.) (1)

Takaichi's fiscal management stance as seen in FY26 initial budget propo...

Japan Economic & Financial Weekly

Dec 29, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB yield and yield curve scenarios for January and 2026

Fixed Income Commentary

Dec 22, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Trajectory of inflation expectations to watch in 2...

Fixed Income Commentary

Dec 22, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

JSDA bond transaction data by investor category (November 2025)

Japan Economic & Financial Weekly

Dec 22, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Year-end yield curve fluctuates amid uncertainty over FY26 JGB issuance...

Macro2Markets: 2026 Outlook

Dec 19, 2025 By George Goncalves

Smooth Sailing Ahead?

BOJ Monetary Policy Navigator

Dec 19, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ raises rates and plans to continue hiking since real interest rates...

CB Views: December 2025 FOMC Recap

Dec 10, 2025 By George Goncalves

Markets are Jolly as Powell Pivots Again

Fixed Income Commentary

Dec 09, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Intriguing RV graphs: Driver behind 10yr JGB yield topping 1.9%

Japan Economic & Financial Weekly

Dec 09, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

JGB market probing resolve and policy stance of government and BoJ

European Corporate Credit Strategy

Oct 31, 2025 By Darren Hook

The TENNNL 4.75 2042 issue affords the opportunity to capitalise on the...

European Corporate Credit Strategy

Oct 23, 2025 By Darren Hook

US headwinds present an attractive entry point into Orsted bonds

Credit Strategy Banks

Oct 23, 2025 By Carlo Mareels

ING: INTNED 3.875% Low Reset USD AT1 appealing sub 96 cash price

A sale to American Tower would deliver gains for TDF Infrastructure bondholders

Oct 08, 2025 By Darren Hook

We support a Buy recommendation on TDFINF issues. Our recommendation is...

TenneT moving up the ratings curve

Jul 01, 2025 By Darren Hook

Recommendation: Positive on TenneT senior unsecured bonds over a three t...

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