mitsubishi

Согласно официальному объявлению банка Mitsubishi UFJ Trust, банк Mitsubishi UFJ Trust совместно с банком Mitsubishi UFJ, банком Mitsui Sumitomo, банком Mizuho и компанией TISI провел эмпирический эксперимент по совместному выпуску стабильной валюты в иенах и оптимизации трансграничных платежей с 17 по 23 июля 2026 года.Эксперимент проводился при поддержке проекта "Fintech эмпирический экспериментальный хаб - проект повышения платежей" финансового управления, подтвердив жизнеспособность модели совместного выпуска стабильной валюты несколькими банками и исследовав потенциал применения технологии блокчейн в международных переводах и межкорпоративных платежах. Результаты эксперимента показали, что выпуск и обращение стабильной валюты являются осуществимыми, что предоставляет важные рекомендации для будущих цифровых платежных услуг и социальной реализации финансовых активов на основе блокчейн.

ChainCatcher Сообщение, что крупнейшая банковская группа Японии Mitsubishi UFJ Financial Group (MUFG) планирует использовать технологии блокчейн для предоставления услуг мгновенного расчета по сделкам с некоторыми японскими государственными облигациями (JGB).Сообщается, что MUFG планирует использовать токенизированные денежные рыночные фонды и стейблкоины для проведения сделок по репо с японскими государственными облигациями на основе блокчейна, чтобы сократить процесс расчета традиционных ценных бумаг.

According to Jinshi reports, Mitsubishi UFJ analyst Michael Wan stated that after the U.S. inflation data exceeded expectations, the yen became the most pressured currency in the process of the dollar strengthening again. The USD/JPY exchange rate fell to around 157.88, approaching the high set on May 6.The market expects the Federal Reserve to further tighten policies, pushing the 10-year U.S. Treasury yield to its highest level since July of last year, and the 30-year U.S. Treasury yield has surpassed 5%.

According to Jinshi reports, Mitsubishi UFJ analysts stated in a report that the dollar may strengthen further in the coming days and weeks, potentially rising in sync with U.S. Treasury yields. If there is no resolution to the Iran conflict and the Strait of Hormuz remains closed, this trend will become more pronounced. Analysts pointed out that the current market enthusiasm surrounding artificial intelligence is an important support against the risk of a stock market correction, and once the stock market adjusts, it usually benefits the dollar.

According to Jinshi reports, due to the lack of progress in the US-Iran peace talks, oil prices have risen, triggering market concerns about prolonged disruptions and intensified inflation, leading to a 1% drop in gold futures prices. Soojin Kim, an analyst at Mitsubishi UFJ Financial Group, stated that the market increasingly expects interest rates to rise to address inflation risks associated with high energy prices, which is unfavorable for gold. Meanwhile, strong US labor market data continues to support market expectations that the Federal Reserve will maintain high interest rates for a longer period.

According to Jinshi reports, Mitsubishi UFJ Bank analyst Derek Halpern stated in a report that if the upcoming U.S. non-farm payroll data supports a rate cut by the Federal Reserve, the dollar may decline. If the employment data is weak, coupled with a further drop in oil prices due to a potential peace agreement between the U.S. and Iran in the coming days, it may trigger market expectations for a divergence in monetary policy between the Federal Reserve and other central banks.

According to Jinshi News, Derek Halpern, a bank analyst at Mitsubishi UFJ Financial Group, stated in a report that if the Federal Reserve acknowledges that the Iran war driving up energy prices could lead to rising inflation, the dollar may strengthen. He pointed out that this interest rate decision could be the last meeting during Chairman Powell's tenure, and it may emphasize that the risks to price stability are accumulating. This could lead to a sharp rise in the front end of the U.S. yield curve and reinforce initial signs of improving dollar demand.

According to a report by Jinshi, Derek Halpenny, a foreign exchange analyst at Mitsubishi UFJ Bank, stated that the dollar's response to the surge in energy prices has been mild, highlighting that the current foundation of the U.S. economy is weaker compared to the inflation shock in 2022. He pointed out that since the outbreak of the conflict, although oil prices have risen nearly 60%, the dollar index has only strengthened by about 2.5%. The current price shock may have a greater impact on the U.S. economy than expected, undermining business confidence and employment.

According to Nikkei Asia, Mitsubishi Corporation plans to soon start using JPMorgan's blockchain technology for global fund transfers, enabling instant remittances through this service. JPMorgan is also taking this opportunity to promote its blockchain payment products to more Japanese companies.

According to Nikkei Asia, Mitsubishi Corporation plans to connect to JPMorgan's blockchain payment platform soon, becoming the first Japanese company to use the service.The service supports instant international money transfers, and JPMorgan is also taking this opportunity to promote its blockchain payment products to more Japanese companies. Against this backdrop, Japanese financial institutions are accelerating their layout in blockchain and stablecoins, with major banks like MUFG and Mizuho testing yen stablecoins, and Japanese regulators are also considering approving the listing of cryptocurrency ETFs as early as 2028.

According to Cointelegraph, Mitsubishi Corporation of Japan will adopt the blockchain-based payment system Kinexys developed by JPMorgan for its global business fund transfers, achieving near-instantaneous fund transfers, reducing reliance on traditional banks, and providing 24/7 service.JPMorgan is seeking to expand the platform's daily transaction volume from the current $7 billion to $10 billion, with a cumulative transaction amount exceeding $30 trillion since its launch in 2020.

According to a report by Jinshi, Mitsubishi UFJ analyst Derek Halpenny stated that if the conflict in Iran leads to an increase in capital inflows into safe-haven assets, the dollar may strengthen further. He anticipates that if the stock market experiences a larger decline, the dollar will strengthen further. In a more severe scenario, if Brent crude oil prices rise from $110 per barrel to the range of $120 to $160, the dollar index could rise to around 105.

According to Jinshi reports, George Goncalves, the head of macro strategy at Mitsubishi UFJ in the United States, stated that the Federal Reserve FOMC's statement is "neutral." The fine-tuning of the statement aims to avoid sending any signals while conveying that they are vigilant about any growth shocks and the inflation spillover effects caused by the Middle East conflict.

Mitsubishi UFJ, with an asset size of $30 trillion in Japan, announced that it will use AI for loan reviews and conduct a joint stablecoin proof of concept with three major banks.

According to Jinshi reports, Mitsubishi UFJ has lowered its forecast for the number of rate cuts by the Federal Reserve this year, expecting the first rate cut to take place in April.

According to Jinshi News, analysts at MUFG Bank have pointed out that the dollar will face further declines this year as the Federal Reserve's rate cuts may exceed market expectations. Federal Reserve Chairman Powell stated that since April, the monthly job additions may have been overestimated by 6,000. Analysts claim that the U.S. is actually losing jobs, and under the current tight monetary policy, improvements will be very rare. MUFG expects that by the fourth quarter of 2026, the euro to dollar exchange rate will rise from the current 1.169 to 1.24.

Mitsubishi UFJ analyst Lee Hardman stated in a report that the dollar is expected to record its worst annual performance since 2017 and face further weakness next year. The dollar index is projected to decline by 9.3% this year. Its declines this year and in 2017 coincided with the early period of President Trump's term.Hardman pointed out that the dollar regained some ground in 2018, rising by 4.4%, but a similar recovery is unlikely in the coming year. He believes that "as the Federal Reserve continues to cut interest rates, while other G10 central banks have ended their easing cycles, the yield spread between U.S. Treasuries and those of other major economies will continue to narrow." (Jin Shi)

According to Jinshi News, Derek Halpenny, head of foreign exchange research at MUFG, pointed out that the US dollar may continue to depreciate in 2026, but the decline will be more moderate than this year. He emphasized that the dollar has peaked and is at the beginning of a multi-year downtrend. The dollar index is expected to drop by about 5% in 2026, a forecast that aligns with the outlook for the euro to rise to 1.24 against the dollar. The main factor driving the dollar's weakness is the divergence in monetary policy: the Federal Reserve is expected to implement three to four rate cuts in 2026, while the European Central Bank may keep rates unchanged.

According to Jinshi, the U.S. November employment report will be released later today, with Asian currencies showing mixed performance in the morning.Michael Wan, a foreign exchange analyst at MUFG, stated that if the November non-farm payroll data is disappointing and the unemployment rate rises, this will strengthen the Fed's dovish stance and may accelerate the sell-off of the dollar until the end of the year. Given the recent U.S. government shutdown, there may be issues with data quality, and the market should prepare for fluctuations in interest rates and foreign exchange.

Mitsubishi UFJ stated that the Federal Reserve voted 9 to 3 to lower interest rates by 25 basis points, acknowledging that the labor market is gradually cooling down, and Powell also emphasized the significant downside risks facing the labor market.Regarding inflation, the Federal Reserve pointed out that if no new tariffs are imposed, goods inflation may peak in the first quarter of 2026, but the risks of persistent inflation still exist. Powell signaled that rate hikes are not a baseline expectation, and there are divergences among FOMC members between maintaining rates and cutting rates.The latest released median dot plot shows that the Federal Reserve will only cut rates once in 2026, a stance that is clearly more hawkish than the market's expectation of about 55 basis points (or slightly more than two rate cuts). Powell also emphasized that the Federal Reserve is currently "in a favorable position" to patiently observe the development of the U.S. economic situation.Looking ahead, the policy outlook for the second half of next year may become complicated due to changes in the Federal Reserve leadership, increasing market uncertainty. (Jin Shi)