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.

July 2019 | June 2019 | May 2019 | April 2019March 2019 | February 2019 | January 2019

 

Mizuho Global Weekly Preview

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

12 July 2019

 

Recent Global Weekly reports:

July: 05 July 2019

June: 24 | 14 | 07

May: 31 | 24 | 17 | 10 | 03

 

Mizuho Market Comment

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

In brief:

Brexit update - Still in the balance

  • Boris Johnson remains the heavy favourite to be the next leader of the Conservative Party and PM
  • We see the odds of a 'No Deal' little changed and continue to expect parliament to block such a development
  • GBP, under pressure due to weak data and speculative selling, is at its lowest since early 2017
  • On a 12-month view we see the risk/reward balance for GBP as biased to the upside

Read the full report - 16 July 2019

 

Previous Market Comment reports:

14 June 2019 | 12 June 2019 |  29 May 2019 | 24 May 2019 | 14 May 2019 26 March 2019


Currency reports: Daily Yen Watch

Latest report in brief:

Manufacturing under pressure

  • Stocks slide amid linger trade tensions and fears over earnings. USD/JPY drops as risk appetite fades
  • JGBs get a lift from developments overseas
  • Trade data show exports continuing to decline, imports soft. Manufacturing sentiment back to 2013 levels
  • BoJ's Senior Loan Officer Survey shows loan demand from manufacturers on the slide

Read the full report - 18 July 2019

 

Recent Daily Yen reports:

July 2019: 17 | 1612 | 11 | 10 | 09 | 08 | 0302 | 01

June 2019: 27 | 26 | 25 | 24 | 13 | 12 | 11 | 10 | 07 | 06 | 05 | 04 | 03

May 2019: 31 | 30 | 29 | 28 | 24 | 23 | 22 | 21 | 20 | 16 | 15 | 14 | 13 | 10 | 09 | 08 | 07

 

Mizuho Dealer's View: EMEA emerging currencies

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

15 July | 08 July | 01 July | 24 June 17 June10 June | 03 June | 27 May 2019

 

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 
 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
 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

 

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