The Global Markets FX Week Ahead Podcast

Feb 14, 2025 By Lee Hardman

Thoughts from Asia & Europe on what has been contributing to a weaker USD

MUFG Global Markets Podcast

Feb 14, 2025 By

Global market implications from US tariffs on aluminium and steel imports

MUFG Global Markets US Podcast

Feb 11, 2025 By George Goncalves

US Macro Insights January 2025 CPI Preview Podcast Version

The Global Markets FX Week Ahead Podcast

Feb 07, 2025 By Lee Hardman

Trump tariff delay triggers correction lower for USD?

MUFG Global Markets Podcast

Feb 07, 2025 By

Key takeaways from MUFG’s 2025 ESG event

MUFG Global Markets US Podcast

Feb 04, 2025 By George Goncalves

Risk-Off Flashpoint (Now in Focus) Podcast Version

The Global Markets FX Week Ahead Podcast

Jan 31, 2025 By Derek Halpenny

Trade tariffs – will he, won’t he? USD swings ahead

MUFG Global Markets Podcast

Jan 31, 2025 By

Sustainability implications from the EU Competitiveness Compass

MUFG Global Markets US Podcast

Jan 28, 2025 By George Goncalves

January 2025 FOMC Preview: Defiantly Data Dependent?

The Global Markets FX Week Ahead Podcast

Jan 24, 2025 By Lee Hardman

What’s next for the USD after setback at start of Trump’s second term?

EM EMEA Weekly

Feb 17, 2025 By Lee Hardman

Thinking global, acting local to hedge tariff-induced volatility in the...

Japan Economic Calendar

Feb 14, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

( week of February 17 to 23, 2025）

Middle East

Feb 13, 2025 By Soojin Kim

Monthly Compendium

Middle East

Feb 12, 2025 By Soojin Kim

Middle East - Monthly Composite Activity Indicator (CAI)

EM EMEA Weekly

Feb 10, 2025 By Lee Hardman

Tariff on, tariff off – what’s next for emerging markets?

Japan Economic Calendar

Feb 07, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

( week of February 10 to 14, 2025）

Capital Markets Strategy

Feb 03, 2025 By Tom Joyce

The Trade War Has Begun

EM EMEA Weekly

Feb 03, 2025 By Lee Hardman

Tariff-fied – initial readings across EMs

Japan Economic Calendar

Jan 31, 2025 By Shuji Tonouchi (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

( week week of February 3 to 7, 2025）

EM EMEA Weekly

Jan 27, 2025 By Lee Hardman

EMs stay calm as US tariff speculation swirls

Test with multiple images

Sep 01, 2025 By Derek Halpenny

Test with multiple images

Asia FX Talk - Regional currencies react unevenly to Fed’s dovish signal

Aug 27, 2025 By Lloyd Chan

Dollar weakness has only modestly lifted several other Asian currencies...

Test item with multiple groups

Jul 07, 2025 By Derek Halpenny

Test item with multiple groups

FX Weekly

Apr 11, 2025 By Derek Halpenny

Loss of confidence in the USD

FX Weekly

Feb 21, 2025 By Lee Hardman

JPY continues to outperform in 2025

FX Daily Snapshot

Feb 20, 2025 By Lee Hardman

USD/JPY is retesting support at the 150.00-level

Asia FX Talk - Markets - Tariff uncertainty persists

Feb 20, 2025 By Lloyd Chan

The US dollar (DXY) has found near-term support following Trump’s latest...

FX Daily Snapshot

Feb 19, 2025 By Lee Hardman

Trump’s tariff threats providing less support for USD

Asia FX Talk - Markets - complacent on tariffs?

Feb 19, 2025 By Michael Wan

We think markets are perhaps too complacent at this point, and see FX vo...

FX Daily Snapshot

Feb 18, 2025 By Lee Hardman

GBP extends rebound against EUR & USD

May 2025 Fed & Rates Call Update

May 15, 2025 By George Goncalves

Shifting our Fed call to July & increasing cuts, as the longer they wait...

Fixed Income Commentary

Feb 14, 2025 By Keisuke Tsuruta (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

10yr JGB yield upside prospects amid terminal rate overshoot speculation...

US Macro Insights: January 2025 CPI Preview

Feb 11, 2025 By George Goncalves

Rising inflation expectations: predictive of future inflation or misplac...

Japan Economic & Financial Weekly

Feb 10, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

US-Japan summit held amid mounting BoJ rate hike speculation

US Macro Insights: January 2025 NFP Preview

Feb 06, 2025 By George Goncalves

Major data release, with various revisions, to set the tone on the macro...

Japan Economic & Financial Weekly

Feb 03, 2025 By Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Concerns about pace of BoJ rate hikes and terminal rate seen weighing on...

US Macro2Markets Outlook: Risk-Off Flashpoint (Now in Focus)…

Jan 31, 2025 By George Goncalves

That escalated quickly, and with no clear off ramps, a flashpoint may occur

CB Views: January 2025 FOMC Recap

Jan 29, 2025 By George Goncalves

Clean up on Fed-Street

CB Views: January 2025 FOMC Preview

Jan 28, 2025 By George Goncalves

Defiantly Data Dependent?

BOJ Monetary Policy Navigator

Jan 27, 2025 By Naomi Muguruma (Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.)

BoJ decides to raise rates on "rising likelihood" of realizing outlook...

Commodities Weekly

Feb 20, 2025 By Soojin Kim

Implications of a potential Russia-Ukraine peace agreement for commodities

ESG Series: 2025 considerations

Feb 19, 2025 By Soojin Kim

Climate

Commodities Weekly

Feb 13, 2025 By Soojin Kim

Why the European natural gas rally may be coming to an end

Commodities Flash

Feb 10, 2025 By Soojin Kim

President Trump unveils plans for 25% tariffs on aluminium and steel

Commodities Weekly

Jan 30, 2025 By Soojin Kim

Gauging tariffs risks across commodities

Commodities Weekly

Jan 16, 2025 By Soojin Kim

Sanctions rattle energy markets

Commodities Weekly

Jan 09, 2025 By Soojin Kim

Client feedback from our Commodities 2025 outlook

Commodities Weekly

Dec 05, 2024 By Soojin Kim

OPEC+ set to delay its production hikes until spring 2025

ESG Series: ESG 2025 outlook

Dec 03, 2024 By Soojin Kim

Navigating the physical realities of the energy transition

ESG Series: COP29 outcomes

Nov 28, 2024 By Soojin Kim

Historic “face value” climate finance agreement

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

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

Global Markets Monthly

Mar 26, 2024 By Derek Halpenny

March 2024