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

March 2019 | February 2019 | January 2019

 

Mizuho Global Weekly Preview

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

15 March 2019

 

Recent Global Weekly reports:

March 2019: 08 | 01

February 2019: 22 | 15 | 08

January 2019: 25 | 18 | 11 | 04

 

Mizuho Market Comment

The latest insights brought to you by Mizuho Bank, Ltd

In brief:

Brexit update - a 2-week delay

  • The PM has unified the Conservative Party by promising to ask the EU to re-negotiate the Irish Backstop... 
  • ... although the EU has been very clear that the scope to do so is extremely limited.
  • We expect no progress and for the parliamentary vote in mid-February to be a re-run of the 29 January vote.
  • Yesterday's vote is simply a 2-week delay in the process, with a softer Brexit now more likely

Read the full report - 30 January 2019

 

Previous Market Comment reports:

December 2018: 05

November: 15


Currency reports

Daily Yen Watch - latest report

In brief:

Probing the low end of the range

  • Equities eke out modest gains as benign sentiment trumps a firmer yen
  • JGBs track overseas developments sliding to a 2-year low
  • CPI soft and still well below target, underscoring the difficulty of the BoJ's task
  • Japanese investors sell foreign bonds ahead of fiscals year end

Read the full report - 22 March 2019

 

Recent Daily Yen reports:

March 2019:  20 | 19 | 18 | 15 | 14 | 13 | 12 | 11 | 08 | 07 | 06 | 05 | 04 | 01

February 2019: 28 | 27 | 26 | 25 | 22 | 21 |20 | 15 | 14 | 12 | 08 | 07 | 06 | 05 | 04 | 01

January 2019: 31 | 30 | 29 | 28 | 25 | 23 | 21 | 18 | 15 | 11 | 10 | 09 | 08 | 07 | 04

 

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

        

 CEEC  Russian Rouble    South African Rand   Turkish Lira  
2019 
 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
 13 Feb  11 Feb 12 Feb 
06 Feb   04 Feb  07 Feb 05 Feb 
 30 Jan  28 Jan  31 Jan 29 Jan 
 23 Jan 21 Jan  24 Jan 
 16 Jan 14 Jan   17 Jan 15 Jan 
09 Jan   10 Jan  08 Jan

 

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