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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.

SeptemberAugustJuly | June | May | April

 

Mizuho Global Weekly Preview 2019

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

20 September

 

Recent Global Weekly reports:

September: 13 | 06

August: 30 | 23 | 16 | 09 | 02

July: 26 | 19 | 12 | 05

 

Mizuho Market Comment 2019

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

In brief:

Draghi to struggle to beat expectations

  • Expectations for this week's ECB meeting are elevated, making it difficult for Draghi to exceed them...
  • ...especially given that there have been a series of podcasts from a range of ECB members.
  • We expect marginal disappointment, with the start of QE left for a later date, which should see EUR/USD edge up.
  • Over the longer term, we expect the Fed to 'out-ease' the ECB adding to upside pressure on the single currency. 

Read the full report - 10 September

 

Previous Market Comment reports: 2019

29 August | 12 August | 30 July | 18 July | 16 July | 14 June | 12 June


Currency reports 2019: Daily Yen Watch

Latest report in brief:

Curve steepening

  • Topix flat as USP/JPY eases off recent highs, but still up for 5th consecutive week.
  • BoJ cuts volumes off all 3 longer-dated operations. Curve steepens - Kuroda gets his wish.
  • Core CPI dips to 2-year low amid weaker energy prices, but core CPI little changed.
  • We see BoJ policy in October as still in the balance. Kuroda has not committed himself.
  • Read the full report - 20 September

     

    Recent Daily Yen reports: 2019

    September: 19 | 18 | 1713 |12 | 11 | 10 | 09 | 06 | 05 | 04 | 03 | 02

    August: 30 | 29 | 28 | 27 | 23 | 22 | 21 |20 | 19 | 16 | 15 | 14 | 13 | 09 | 08070605 | 0201

    July:  3130 | 2926 | 25 | 24 | 23 | 22 | 19 | 18 | 17 | 16 | 12 | 11 | 10 | 09 | 08 | 03 | 02 | 01

     

    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.

    September: 23 | 16 | 09 | 02

    August: 27 | 19 | 12 | 05

    July: 29 | 22 | 15 | 08 | 01

     

    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 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
    24 Jul 22 Jul 25 Jul 23 Jul
    17 Jul - 18 Jul 16 Jul
    03 Jul 01 Jul - 02 Jul
    26 Jun 24 Jun 27 Jun 25 Jun
    19 Jun 17 Jun 20 Jun 18 Jun
    12 Jun 10 Jun 13 Jun 11 Jun
    05 Jun 03 Jun 06 Jun 04 Jun
    29 May 27 May 30 May -

     

    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.

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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