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.

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Mizuho Global Perspective - G4 forecast updates 2019

Reports brought to you by Mizuho Bank, Ltd.

NovemberOctober | SeptemberAugustJuly | June 

 

Mizuho Global Weekly Preview 2019

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

15 November

 

Recent Global Weekly reports:

November: 08 |  01

October: 251811

September: 27 | 20 | 13 | 06

 

Mizuho Market Comment 2019

The latest insights brought to you by Mizuho Bank, Ltd.

In brief:

Fiscal support for GBP

  • BoE still sees limited and gradual rate increases over the forecast horizon, despite growth downgrade.
  • With risks on the downside and 2 members voting for a cut, investors have prices in looser policy.
  • Whoever wins the election, it seems fiscal policy is set to loosen further, which should support growth...
  • ...help stabilise the economy and limit any downside for GBP.

Read the full report - 07 November 2019

 

Previous Market Comment reports: 2019

17 October24 September | 10 September | 29 August | 12 August | 30 July 


Currency reports 2019: Daily Yen Watch

Latest report in brief:

The bar remains high

  • Equities slip a little, USD/JPY dips as trade sentiment weakens.
  • JGB yields marginally lower ahead of tomorrow's 20yr auction.
  • BoJ's Kuroda indicates that the bar for further easing remains high.
  • Abenomics not helping Japan move up the ranks in terms of international competitiveness.
  • Read the full report - 19 November 2019

     

    Recent Daily Yen reports: 2019

    November: 1815141312 | 110807 | 06 | 0501

    October: 313029282524232118 | 17 | 1615 | 1110 | 09 | 08 | 07 | 04

    September: 27 | 26 | 25 | 24 | 20 | 19 | 18 | 1713 |12 | 11 | 10 | 09 | 06 | 05 | 04 | 03 | 02

     

    Mizuho Dealer's View 2019: EMEA emerging currencies

    Bringing you a clear insight into, and analysis of, the movements and trends of EMEA currencies from a dealer's perspective.

    November: 181104

    October: 28211407

    September: 3023 | 16 | 09 | 02

     

    Currency reports: CEEC | Russian Rouble | South African Rand | Turkish Lira

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

    CEEC Russian Rouble South African Rand Turkish Lira
    2019
       18 Nov    
     13 Nov 14 Nov  12 Nov 
    06 Nov   04 Nov 07 Nov  05 Nov 
    30 Oct 28 Oct 31 Oct 29 Oct
    23 Oct 21 Oct 17 Oct 24 Oct
    16 Oct 14 Oct 10 Oct 15 Oct
    25 Sept 30 Sept
    26 Sept 24 Sept
    18 Sept 16 Sept 19 Sept 17 Sept
    11 Sept - - 10 Sept
    21 Aug 26 Aug 22 Aug 23 Aug
    14 Aug 19 Aug 15 Aug 13 Aug
    31 Jul 29 Jul 01 Aug 30 Jul

     

    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.

     

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    Mizuho Bank, Ltd: mizuhobank.com

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

    Mizuho Americas: mizuhoamericas.com

    Mizuho Research Institute: mizuho-ri.co.jp