Our analysts, economists and strategists create timely, in-depth analysis of companies, industries, markets and economies. Their research yields some of the most respected thought leadership in equity and fixed-income investing. On this foundation, we collaborate and consult with our clients to better inform their investment decisions and identify opportunities across major asset classes and geographies.

Our areas of focus:

 

Independent macroeconomic research:

We provide key analysis, forecasts and commentary on macroeconomic and market developments.

 

Fixed income analysis

Our rates strategists cover rates markets in both cash and derivatives, researching macro and micro themes and providing frequent analysis and trade ideas.

Our credit analysts provide coverage of a wide range of individual credits, including banks and non-financial corporates.

Log into our London securities research portal.

 

Mizuho Global Perspective - G4 forecast update

Reports brought to you by Mizuho Bank, Ltd

May 2019 | April 2019March 2019 | February 2019 | January 2019

 

Mizuho Global Weekly Preview

This week's report brought to you by Mizuho Bank, Ltd

24 May 2019

 

Recent Global Weekly reports:

May: 17 | 10 | 03

April: 26 | 05

March 2019: 29 | 22 | 15 | 08 | 01

 

Mizuho Market Comment

The latest insights brought to you by Mizuho Bank, Ltd

In brief:

Soft landing, low volatility support USD

  • Recent yield curve inversions hint that the US expansion may be drawing to a close...
  • ... but we judge such a conclusion as premature. The recovery is likely to last into 2020
  • With inflation pressures limited, a soft landing looks possible, leaving rates little changed for a prolonged period
  • The lack of volatility, against the backdrop of relatively high USD rates, should delay the US dollar decline

Read the full report - 24 May 2019

 

Previous Market Comment reports:

 14 May 2019 26 March 2019 | 30 January 2019 | 05 December 2018 | 15 November 2018


Currency reports

Daily Yen Watch - latest report

In brief:

Inflation pressures still tepid

  • Equity market recovers after early dip, USD/JPY stable around the overnight lows
  • Yields drop in sympathy with USTs
  • Today's CPI data showed a surge at headline level but core CPI remains tepid, with downside risks
  • US to boost focus on undervalued currencies. US likely to leverage the currency issue in trade talks

Read the full report - 24 May 2019

 

Recent Daily Yen reports:

May 2019: 23 | 22 | 21 | 20 | 16 | 15 | 14 | 13 | 10 | 09 | 08 | 07

April 2019:  25 | 24 | 23 | 05 | 0403 | 02 | 01

March 2019:  29 | 28 | 27 | 26 | 25 | 22 | 20 | 19 | 18 | 15 | 14 | 13 | 12 | 11 | 08 | 07 | 06 | 05 | 04 | 01

 

Other regular reports brought to you by Mizuho Bank, Ltd.  Reports below in Japanese.

        

 CEEC  Russian Rouble    South African Rand   Turkish Lira  
2019 
 22 May  - 23 May
 15 May 13 May 16 May   14 May
 08 May  -  09 May  -
 01 May  29 Apr 02 May 30 Apr 
 10 Apr  08 Apr 25 Apr  09 Apr 
 03 Apr  01 Apr 04 Apr  02 Apr 
 27 Mar 25 Mar  28 Mar  26 Mar 
 20 Mar  18 Mar  21 Mar  19 Mar
 13 Mar  11 Mar  14 Mar  12 Mar
 04 Mar 07 Mar   -
 27 Feb 25 Feb  28 Feb   26 Feb
 20 Feb  -  21 Feb  19 Feb

 

Japanese equity

Our extensive equity research covers all sectors of the Japanese marketplace, including autos and auto parts, banks, chemicals, computer and software, construction, consumer electronics, cross-sector, economics, electronics devices, energy, entertainment, financial services, fishery, agriculture and forestry, foods, glass and ceramics, healthcare, industrial electronics, information technology, insurance, machinery, media and internet, nonferrous metals, pharmaceuticals, precision instruments, printing, quants, real estate and housing, REIT, retail, semiconductor device production equipment, services, shipbuilding and plant, steel products, strategy, technical analysis, telecommunications, textiles and apparel, trading companies, transportation, utilities and wholesale.

Log into our Japanese equity research portal.

 

Find further research from Mizuho via the links below

Mizuho Bank, Ltd: mizuhobank.com

Mizuho Bank, Ltd - Singapore: mizuhobank.com/singapore

Mizuho Americas: mizuhoamericas.com

Mizuho Research Institute: mizuho-ri.co.jp