Institution
Mizuho International Research Hub
Mizuho International's recent research emphasizes a global macro environment defined by the convergence of persistent inflation, central bank policy uncertainty, and heightened geopolitical volatility. Across the US, UK, and Eurozone, sovereign bond markets remain under pressure as investors navigate hawkish stances from the Fed and ECB against the backdrop of potential stagflationary shocks. US Treasuries are particularly sensitive to data-dependent rate repricing, while European and Gilt markets are grappling with both heavy supply schedules and domestic economic headwinds. Geopolitical tensions, particularly in the Middle East, continue to drive oil price spikes, effectively complicating the inflation outlook and limiting potential rallies in risk assets. Meanwhile, regional divergences are emerging, with the JPY responding to specific Bank of Japan policy signals and domestic wage trends. Ultimately, the institution’s research underscores a cautious sentiment, where central bank communication and upcoming labor data remain critical catalysts for determining the trajectory of global rates and risk positioning.
38 reports available
Multi-Asset Strategy Daily
This daily report covers global multi-asset strategy, focusing on upcoming labor and inflation data to drive yield curve adjustments. It highlights cautious market sentiment amid geopolitical risks and political uncertainty in the UK.
Multi-Asset Strategy Daily
This report outlines the market's reaction to rising geopolitical tensions in Iran, which have triggered oil price spikes and upward pressure on sovereign yields globally. The strategist highlights the divergent reactions in USD, EUR, and GBP rates while emphasizing the risk of a front-end washout if inflation expectations become unanchored.
Multi-Asset Strategy Daily
Geopolitical turmoil in Iran has spiked oil prices, prompting a hawkish repricing in rates markets. The strategist remains cautious on the front end of the curve while monitoring upcoming US Treasury auctions and FOMC minutes.
Multi-Asset Strategy Daily
The report highlights upward pressure on UST yields driven by resilient economic data and geopolitical risks in the Middle East. It also covers supply concerns in the Eurozone and the upcoming BoE Financial Stability Review.
Multi-Asset Strategy Daily
The report highlights a quiet start to the week across major currency markets, with a focus on upcoming ISM services data for the US and central bank commentary for the UK and Eurozone. Market participants remain cautious, largely trading within existing post-FOMC ranges.
Multi-Asset Strategy Daily
The report highlights a market shift towards pricing a weaker US labour market, driving yield curve steepening. Focus is also placed on the ECB's September stance and the Gilt market's holiday-mode consolidation.
Multi-Asset Strategy Daily
Multi-Asset Strategy Daily
Multi-Asset Strategy Daily
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Multi-Asset Strategy Daily
Mizuho International · Jun 30, 2026
Multi-Asset Strategy Daily
Mizuho International · Jul 8, 2026
Multi-Asset Strategy Daily
Mizuho International · Jul 8, 2026
Multi-Asset Strategy Daily
Mizuho International · Jul 7, 2026
Multi-Asset Strategy Daily
Mizuho International · Jul 6, 2026
Multi-Asset Strategy Daily
Mizuho International · Jul 3, 2026
Multi-Asset Strategy Daily
Mizuho International · Jul 2, 2026
Multi-Asset Strategy Daily
Mizuho International · Jul 1, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 29, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 26, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 25, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 24, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 19, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 22, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 23, 2026
Cross-Currency Weekly
Mizuho International · Jun 19, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 17, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 18, 2026
Cross-Currency Weekly
Mizuho International · Jun 12, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 15, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 9, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 12, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 11, 2026
Multi-Asset Strategy Daily
Mizuho International · Jun 5, 2026