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News 2026-09-29 08:35 UTC

MUFG: The JPY

The yen has continued to trade at stronger levels overnight after strengthening at the start of this week on the back of fresh warnings from Japanese policymakers over the threat of further intervention. USD/JPY fell to an intra-day low yesterday of 156.51 after Reuters reported comments from Japan's chief currency off

News 2026-09-25 08:45 UTC

MUFG: The JPY

We start the final day of the week with some respite for fixed income markets - UST bond yields are down modestly today indicating a potential for at least a pause in the recent strong selling. Yields are currently very tightly correlated with crude oil prices and Brent crude oil is currently over 1 % lower today on re

News 2026-09-24 12:56 UTC

MUFG: Global Duration Selloff Intensifies as Oil and Data Reprice Rates

The US 2-year yield is up around 60bp this month, close to the move seen in March, as strong September PMIs, hawkish Fed commentary and renewed oil strength reinforce tightening expectations. Brent has rebounded nearly 6% from yesterday’s lows after Iran’s UN speech, while reports of a possible US diesel export ban hav