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 updates FY2019

Reports brought to you by Mizuho Bank, Ltd.

JanuaryDecemberNovemberOctober | SeptemberAugust 

 

Mizuho Global Weekly Preview FY2019

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

17 January 2020

 

Recent Global Weekly reports:

January: 1003

December: 201306

November: 29 | 22 | 1508 | 01

 

Mizuho Market Comment FY2019

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

In brief:

UK outlook - Brexit Part II

  • The conservative election victory means the UK will leave the EU on 31 January next year...
  • ...but there are still significant uncertainties with regard to the Free Trade Agreement and fiscal policy in 2020.
  • The lack of clarity on the near-term outlook likely means that the BoE will remain on hold...
  • ...ahead of the appointment of a new Governor in the next few weeks.

Read the full report - 18 December 2019

 

Previous Market Comment reports: FY2019

12 December10 December07 November | 17 October 


Currency reports FY2019: Daily Yen Watch

Latest report in brief:

Back buying foreign bonds

  • Equities edge higher as USD/JPY pushes to 8-month high above 110.
  • Yields edge lower but soft 20yr auction weighs on the long end.
  • Government further delays its plans for a zero primary balance.
  • Huge foreign bond buying last week as geo-political tensions rise.
  • Read the full report - 17 January 2020

     

    Recent Daily Yen reports: FY2019

    January: 141009 | 0807 | 06

    December: 201918171613 | 121110090605040302

    November: 2928272625 | 21 | 20191815141312 | 110807 | 06 | 0501

     

    Mizuho Dealer's View FY2019: EMEA emerging currencies

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

    January: 1306

    December: 23160902

    November: 25181104

     

    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
    FY2019
     15 Jan  -  16 Jan 14 Jan 
     08 Jan    09 Jan  
    -  30 Dec -
    -  23 Dec -  24 Dec
     18 Dec  16 Dec 19 Dec 17 Dec 
     11 Dec  09 Dec 12 Dec   10 Dec
    04 Dec   02 Dec 05 Dec   -
     27 Nov  25 Nov 28 Nov  26 Nov 
     13 Nov 18 Nov
    14 Nov  12 Nov 
    06 Nov   04 Nov 07 Nov  05 Nov 
    30 Oct 28 Oct 31 Oct 29 Oct

     

    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