News
FX Weekly
1+ hour, 1+ min ago (292+ words) Bond markets in focus " USD to strengthen further To read the full report, please download PDF. BROAD-BASED USD STRENGTH AS INFLATION FEARS LIFT YIELDS Source: Bloomberg, close on 15th May 2026 (Weekly % Change vs. USD) We are maintaining long AUD/SEK and…...
Japan Economic & Financial Weekly
2+ hour, 56+ min ago (95+ words) Investors demanding risk premium for 10-year JGB yield due to inflation uncertainty To read the full report, please download PDF. Long-term and super-long-term JGB yield scenario for May 18-22 I understand that any materials on this website have been produced only…...
Middle East
4+ hour, 6+ min ago (104+ words) Israel's economy contracts in Q1 as war pressures consumption To read the full report, please download the PDF above. MUFG Bank, Ltd. and MUFG Securities plc A member of MUFG, a global financial group MIDDLE EAST - CREDIT TRADING MIDDLE EAST - MACRO…...
FX Daily Snapshot
3+ hour, 51+ min ago (134+ words) Fiscal concerns add to downside risks for JPY from energy price shock USD/JPY: JGB & JPY sell-offs reinforced by supplementary budget FISCAL CONERNS RE-EMERGE AS A HEADWIND FOR JPY PERFORMANCE Source: Bloomberg, Macrobond & MUFG Research GBP: UK political developments reinforcing…...
Asia FX Talk - Sharp rise in global bond yields weigh on EM Asia currencies
11+ hour, 21+ min ago (98+ words) Global government yields rose sharply, with higher oil prices, fading hopes for a Strait of Hormuz resolution, and mounting fiscal concerns in the UK and US G3: US NAHB Housing Index Asia: China Monthly data, Thailand GDP I understand that any…...
Asia FX Weekly - China's macro data and BI meeting key
2+ day, 22+ hour ago (196+ words) This site uses a combination of essential and non-essential cookies (including analytical cookies). Subject to your consent, we also use Google Analytics to help us understand how our clients use the site. The data is collected in a way that…...
Asia FX Talk - Trump-Xi Summit broadly constructive on the 1st day
3+ day, 10+ hour ago (97+ words) The first day of the Trump-Xi summit in Beijing on 14 May struck a broadly constructive tone, though produced no comprehensive trade deal G3: Trump-Xi Summit Day 2 Asia: Malaysia GDP, India Trade Balance I understand that any materials on this website have…...
Asia FX Talk - Trump-Xi Summit key
4+ day, 10+ hour ago (639+ words) MUFG Research Asia FX Talk - Trump-Xi Summit key The dominant macro story was a sharply hotter-than-expected US April PPI print. Markets will focus on Trump-Xi Summit later today The dominant macro story was a sharply hotter-than-expected US April PPI print…...
Asia FX Talk - Strong Dollar and weaker Asian FX with hotter than expected US CPI
5+ day, 10+ hour ago (128+ words) Markets were dominated by a hotter-than-expected US April CPI print together with Iran and oil price developments Asia: South Korea Money Supply Looking ahead today, the Trump-Xi summit in Beijing is the dominant geopolitical focus. On the data front, US…...
Asia FX Talk - Rupiah near lows as energy shock persists
6+ day, 10+ hour ago (343+ words) The Indonesian rupiah remains under pressure, trading above the 17, 400 level against the dollar, as lingering energy disruptions raise the risk of fuel shortages. G3: US CPI, NFIB small business optimism Hopes for a swift reopening of the Strait of Hormuz continue…...