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.

AprilMarch February

 

Mizuho Global Weekly Preview FY2019

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

03 April 2020

 

Recent Global Weekly reports:

March: 27 | 2013 | 06

February: 28211407

January: 3124171003

 

Mizuho Market Comment FY2019

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

In brief:

Global recession watch

  • The Chinese data over the weekend were shocking - far below expectations for January and February.
  • Ex-China COVID-19 cases are now greater than those within China. The economic impact is spreading too.
  • Recessions in many countries across the world now look likely. Central banks have stepped up, in size...
  • ...although the fiscal response is still in low gear.

Read the full report - 16 March 2020

 

Previous Market Comment reports: FY2019

12 February22 January18 December


Currency reports FY2019: Daily Yen Watch

Latest report in brief:

The crisis playbook: Go hard, go early

  • Early gains fade as number of COVID-19 infections tops 1 million. Topix ends lower for 5th consecutive day
  • Choppy JGB session. 2yr sector outperforms. USD/JPY little changed 
  • FX intervention picked up among a number of countries in March. Japan to remain on the side lines for now
  • Fiscal package details due next week. Portfolio flows data for March also due

    Read the full report - 03 April 2020
  •  

    Recent Daily Yen reports: FY2019

    April: 02 | 01

    March:  3130272625 | 242319 | 181716131110 | 09 | 0604 | 0302

    February: 28 | 27 | 26252019 | 1817141312 | 10 | 07 |060504 | 03

     

    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.

    March: 30 | 23160902

    February: 24171003

    January: 27201306

     

    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
    01 Apr  30 Mar 02 Apr 31 Mar 
    18 Mar  16 Mar 26 Mar 24 Mar 
    18 Mar  16 Mar 19 Mar  17 Mar 
     11 Mar 09 Mar  12 Mar 10 Mar 
     04 Mar  - 05 Mar  03 Mar 
     -  24 Feb  -
     19 Feb  17 Feb 20 Feb  18 Feb 
     12 Feb  10 Feb  13 Feb  11 Feb
    05 Feb   03 Feb 06 Feb   04 Feb
     29 Jan  27 Jan 30 Jan  28 Jan
     22 Jan  20 Jan 23 Jan   21 Jan
     15 Jan  -  16 Jan 14 Jan 
     08 Jan  -  09 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