Opinion | US-China tech war is coming for AI’s plumbing
The US Federal Communications Commission (FCC) is reportedly considering a ban on Chinese optical transceivers, signalling that the…
Philippines – Strait of Hormuz closure: Impact of higher oil prices and more – MUFG Research
Philippines – Strait of Hormuz closure: Impact of higher oil prices and more MUFG ResearchPalace: 54 gas stations ordered…
On Display At The Petersen
2026 marks 25 years of the Fast & Furious franchise. The Petersen Automotive Museum will display a handful…
‘This Should Be A Wake Up Call.’ Americans Are Turning In Cars With Record Levels Of Debt
The Morning Dump today will again be about vehicle affordability, specifically focusing on new data from Edmunds that…
‘This Should Be A Wake Up Call.’ Americans Are Turning In Cars With Record Levels Of Debt
The Morning Dump today will again be about vehicle affordability, specifically focusing on new data from Edmunds that…
Asia FX Talk – A dovish Powell
While the US government shutdown has disrupted the release of several key macro indicators, Fed Chair Jerome Powell…
Asia FX Talk – Political risks dominate
Political risks remained front and center of markets this week, first in Japan and more recently in France.…
Asia FX Talk – Slower US hiring
A range of US employment indicators for August suggests that job creation remained relatively steady, layoffs stayed low,…
Asia FX Talk – Markets cautious ahead of LDP vote and US jobs data
BOJ Deputy Governor Uchida has signalled that the central bank stays committed to raising the policy rate, provided…
Monthly Foreign Exchange Outlook – MUFG Research
OUTLOOK Recent macro data indicated slowing economic momentum in August and September. Retail sales growth softened further in…
FX Daily Snapshot – MUFG Research
A few hours ago (12:01 EDT) the government shutdown began – the first since Trump’s last term in…