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?

MUFG Global Markets US Podcast

Jun 03, 2025 By George Goncalves

The Great Whiplash (Podcast Version)

The Global Markets FX Week Ahead Podcast

May 30, 2025 By Derek Halpenny

US dollar confidence to remain an issue

Global Markets Asia Podcast - Indonesian policy and FX outlook

May 29, 2025 By Lloyd Chan

We assess our outlook for the Indonesian rupiah following the 2 April US...

The Global Markets FX Week Ahead Podcast

May 23, 2025 By Lee Hardman

What’s behind the latest USD sell-off?

Bank of England preview (June 2025)

Jun 17, 2025 By Henry Cook

Soft domestic data could bolster dovish dissent

The UK economy is once again losing steam after a fast start to the year

Jun 13, 2025 By Henry Cook

The fiscal situation remains precarious and labour market slack is build...

The ECB easing cycle seems close to an end

Jun 05, 2025 By Henry Cook

Lagarde pushed back against the significance of lower headline inflation...

Capital Markets Strategy

Jun 03, 2025 By Tom Joyce

Monthly Market Recap (Markets Complete Post-"Liberation Day" Roundtrip i...

ECB preview – The last of the back-to-back cuts?

Jun 02, 2025 By Henry Cook

The reinforced disinflation process paves the way for more easing, but t...

Japan Economic Calendar

May 30, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of June 2 to 7, 2025）

Japan Economic Calendar

May 16, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of May 19 to 23, 2025)

UK – Another strong start to the year

May 15, 2025 By Henry Cook

Fixed investment supported growth in Q1 - but a slowdown ahead remains l...

Capital Markets Strategy

May 13, 2025 By Tom Joyce

Calibrating Expectations (The Global Economy, Policy & Markets in 2025)

Japan Economic Calendar

May 09, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

(week of May 12 to 16, 2025）

FX Weekly

Jun 20, 2025 By Derek Halpenny

Short-term relief for USD?

Asia FX Weekly - Geopolitical tensions to persist, with Asian FX underperforming

Jun 20, 2025 By Lin Li

Since the start of the Israel-Iran war, the Philippines Peso, South Kore...

FX Daily Snapshot

Jun 20, 2025 By Derek Halpenny

Easing tensions as USD/Asia drifts lower

Philippines: BSP June - Dovish tilt while allowing PHP to adjust weaker within reason

Jun 20, 2025 By Michael Wan

The BSP cut rates by 25bps as anticipated. We’ll likely have to adjust o...

Asia FX Talk - Questions around US involvement, BSP cuts rates with dovish tilt

Jun 20, 2025 By Michael Wan

US President Trump said he would decide whether to join Israel’s attacks...

FX Focus

Jun 19, 2025 By Henry Cook

The BoE still looks set to maintain its current pace of easing

FX Daily Snapshot

Jun 19, 2025 By Lee Hardman

Fed rate cut caution provides support for USD alongside Middle East risks

Indonesia: A dovish rate hold amid escalating Middle East tensions

Jun 19, 2025 By Lloyd Chan

Indonesia’s inflation will likely remain within BI target of 1.5%-3.5% t...

Asia FX Talk - Fed holds amid uncertainties, regional FX under pressure

Jun 19, 2025 By Lloyd Chan

The Fed left the policy rate unchanged at 4.25%-4.50% in June as widely...

ChinaPulse: May data suggests an ongoing growth deceleration

Jun 18, 2025 By Lin Li

The better performance of May retail sales was helped by trade-in progra...

CB Views: June 2025 FOMC Recap

Jun 18, 2025 By George Goncalves

Markets disappointed with the halfway Fed pivot

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)

US Macro Insights: May 2025 CPI Preview

Jun 10, 2025 By George Goncalves

Last of the softer inflation reports or will tariff effects start showin...

US Macro Insights: May 2025 NFP Preview

Jun 05, 2025 By George Goncalves

Will uncertainty clouds part, or will we finally start to see liberation...

US Macro2Markets Outlook: The Great Whiplash

May 31, 2025 By George Goncalves

Many policy shifts+low conviction led to a stop/start (but go nowhere) m...

Fixed Income Commentary

May 30, 2025 By Takahiro Otsuka (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

Media reports MoF sending out questionnaire regarding its JGB issuance p...

Japan Economic & Financial Weekly

May 26, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Directionless trading likely as market ponders outlook for US-China "det...

Fixed Income Commentary

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

Super-long JGB supply-demand concerns: Sluggish domestic demand, foreign...

Japan Economic & Financial Weekly

May 19, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Directionless trading likely as market ponders outlook for US-China "det...

BOJ Monetary Policy Navigator

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

Our scenarios for BoJ monetary policy against backdrop of "high uncertai...

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