Ad-hoc Macro & Economic Research
Mizuho Insights
- Mizuho Brief:13 June 2025: Temporary HIBOR Departure, Not Irrevocable (Peg) Break
- Mizuho Brief:3 June 2025: Sell America & Risk Re-pricing Term Premium
- Mizuho Brief:2 June 2025: Risks of Doubling Steel (& Aluminium) Tariffs
- Mizuho Brief:21 May 2025: Exceptional Correlation Departures Mask FX Risks
- Mizuho Brief:19 May 2025:Moody’s US Downgrade to Clip, Not Crush
- Mizuho Brief:28 April 2025: CNH & The Illusion of Stability
- Mizuho Brief:23 April 2025: USD: Doubt, Not Demise
- Mizuho Brief:16 April 2025: Trump 2.0 Trade War: Beware Dead Cats on Rollercoasters
- Mizuho Brief:11 April 2025: MAS Watch: Suspend (Slope Appreciation)
- Mizuho Brief:7 April 2025: Don't Bet on Beijing Folding (Or Risks Simply Evaporating)
- Mizuho Brief:4 April 2025: OPEC+ & Oil: Lesser Evils & Lower Yields?
- Mizuho Brief:3 April 2025:Reciprocal Tariffs: Revealed, Not Resolved (on Liberation Day)
- Mizuho Brief:1 April 2025: USD Risks: Has the USD Lost Its Mojo?
- Mizuho Theme:23 March 2025: US Risks: The Price of America's Security
- Mizuho Brief: 20 March 2025: FOMC Patience (No Reason for Complacency)
- Mizuho Brief: 5 March 2025: Asia & China Risks: Trilemmas & Traps
- Mizuho Brief: 3 March 2025: Trump 2.0 Tariff Risks: Why Reciprocity is No Relief
- Mizuho Brief: 20 February 2025: The Impossible Trinity of Trump 2.0 Tariffs
- Mizuho Brief: 13 February 2025: the JPY Conundrum
- Mizuho Brief: 11 February 2025: US-China Trade Conflict: Silver Linings, Not Bullets
- Mizuho Brief: 4 February 2025: US-China Trade War: Not All Tariffs Are Created Equal
- Mizuho Brief: 3 February 2025: Trump 2,0 Trade War
- Mizuho Brief: 28 January 2025: DeepSeek: The Efficiency-Allocation Paradox
- Mizuho Brief: 21 January 2025:Macro Tail Risks: The "Trump Plaza"
- Mizuho Brief: 20 January 2025:MAS Watch: An Exercise in (Interim) Patience
- Mizuho Brief: 15 January 2025: Why AUD Bears will not intimidate the RBA
- Mizuho Brief: 14 January 2025: Thailand in 2025:Fortuitous Notes, Rough Pitch
- Mizuho Brief: 13 January 2025: Oil: Russia Sanctions a Sizable Twitch, Not an Unremitting Trend
- Mizuho Macro Themes: 10 January 2025: The Trump (Wild) Card (I): Will the Real Trump Trades Please Stand Up?
- Mizuho Brief: 23 December 2024: Why the BoJ Must Endure JPY Carry Risk
- Mizuho Musings: 19 December 2024: Fed: The Problem With Partial Assumptions
- Mizuho Musings: 17 December 2024: JPY Depreciation Spells BoJ Tension, Not Trigger
- Mizuho Brief: 16 December 2024: China: Pushing on a String Risks
- Mizuho Musings: 13 December 2024: What Central Banks Should Worry About
- Mizuho Brief: 12 December 2024: Why Beijing Will Not Deploy an Aggressive CNY Devaluation Strategy
- Mizuho Brief: 10 December 2024: The Korea Puzzle
- Mizuho Brief: 04 December 2024: Korea Risks: Short-Lived Martial Law Jolt, But Sticky Risk Premium?
- Mizuho Brief:20 November 2024: Trump 2.0 Tariffs: Collateral & Bi-lateral Pain
- Mizuho Brief:30 October 2024:USD : A Bumpy Ride with a Boisterous USD to a "Soft Landing"
- Mizuho Macro Themes:30 October 2024: Chaos & Control
- Mizuho Macro Themes:22 October 2024: Binary
- Mizuho Brief:17 October 2024: AXJ: The Challenge of Shifting FX Sands
- Mizuho Brief:14 October 2024: MAS After-Thoughts - Distinctly, Even if Not Obviously Dovish
- Mizuho Brief:10 October 2024: MAS Watch: Sweet Spot
- Mizuho Macro Themes:7 October 2024: Dampened, Not Derailed
- Mizuho Macro Themes:30 September 2024:China Put, Not Panacea
- Mizuho Macro Themes:23 September 2024: Cold-ilocks?
- Mizuho Macro Themes:18 September 2024: Overzealous or Ominous?
- Mizuho Macro Themes:17 September 2024: Of Curves & Curveballs
- Mizuho Brief:6 September 2024: Bracing for Steeper Curves & Loftier Term Premium
- Mizuho Macro Themes:2 September 2024: Sun-Kissed or Sun-Burnt?
- Mizuho Macro Themes:26 August 2024: The Jerry Maguire Fed
- Mizuho Brief:22 August 2024: EM-Asia Policy and FX Risks: Can Em-Asia Start Cutting Rates Now?
- Mizuho Macro Themes:19 August 2024: Jackson Hole: Digging In Or Out?
- Mizuho Brief:6 August 2024: China Risks & AXJ Spillover
- Mizuho Themes:5 August 2024: The Icarus Problem
- Mizuho Brief:30 July 2024: BoJ & Risks: Misunderstanding BOJ & Misgauging Risks
- Mizuho Themes:29 July 2024: Changing Minds?
- Mizuho Brief: MAS Watch: Patience
- Mizuho Themes: 15 July 2024: Non-Linearity
- Mizuho Brief: 15 July 2024: Dodging & Biting Bullets
- Mizuho Brief: 11 July 2024: Unpacking Powell's Pivot and Premium
- Mizuho Themes: 8 July 2024: Electing Goldilocks
- Mizuho Brief: 2 July 2024:EM Asia FX & Rates: Still in the Shadows of “Higher for Longer”
- Mizuho Themes: 1 July 2024: Incumbent Doubts
- Mizuho Themes: 18 June 2024: The Fed's Hawkish Flex and Other Stories
- Mizuho Themes: 10 June 2024: Inequitable Inaction
- Mizuho Insights: 5 June 2024: India Elections: Diminished Sway & Dulled Bulls
- Mizuho Insights: 19 April 2024: Currency Risks for EM Asia Central Banks
- Mizuho Insights: 18 April 2024: CNY Risks: Addressed, Not Acquitted
- Mizuho Insights: 11 April 2024: Gold's Geo-Political Shine & Anti-Fiat Super-power
- Mizuho Insights: 2 April 2024: India Growth & Rupee
- Mizuho Insights: 27 March 2024: CNY & PBoC
- Mizuho Insights: 15 March 2024: BoJ and Volatility
- Mizuho Insights: 12 March 2024: Ten Dragon Themes
- Mizuho Insights: 4 March 2024: China NPC: March Ado
- Mizuho Insights: 4 March 2024: “Dollar Trump” - Why the USD May Trump with Donald Trump
- Mizuho Insights: 26 January 2024: MAS Watch: Dynamic Tensions
- Mizuho Insights: 17 November 2023: India Views: Conditionality & Caution
- Mizuho Insights: 10 October 2023: MAS Watch: Hard, Hawkish Hold
- Mizuho Insights: 12 September 2023: Why Peak Fed is Not Peak Pain
- Mizuho Insights: 31 August 2023: China Woes (Part 2): Liquidity Trap
- Mizuho Insights: 23 June 2023: AUD Bulls
- Mizuho Insights: 27 February 2023: Malaysia Budget 2023: Constrained Consolidation
- Mizuho Insights: 26 September 2022: FX Brief: Dealing with "Higher For Longer" USD
- Mizuho Insights: 8 August 2022: Bank Indonesia's Fast Fading Mirage of Stability
- Mizuho Insights: 25 April 2022: Vietnam: Evolution of the VND
- Mizuho Insights: 12 January 2022: What to Make of Hawkish Fed Pivot?
- Mizuho Insights: 05 January 2022: 5 Themes to Muse for EM Asia
- Mizuho Insights: 08 December 2021: The "Kokomo" Conjecture
- Mizuho Insights: 30 November 2021: EM Asia FX: Deciphering Portfolio Flows & FX Linkages
- Mizuho Insights: 21 October 2021: Thailand: Heavily Reliant on Fiscal Support
- Mizuho Insights: 15 October 2021: The What, Why & How of MAS "Suprise"
- Mizuho Insights: 25 August 2021: Indonesia: Fiscally Challenged
- Mizuho Insights: 18 August 2021: Philippines: On Steady Fiscal Footing But Challenges Remain
- Mizuho Insights: 04 August 2021: India: Mind the Fiscal Gap
- Mizuho Insights: 27 April 2021: ASEAN-6 and India: Renewed Virus Outbreaks Threaten Growth Recovery Amidst Slow Inoculations
- Mizuho Insights: 06 April 2021: MAS Watch: Unhurried & Unfazed
- Mizuho Insights: 26 February 2021: Output Gap: The (Output) Gap Between Reflation & Inflation Risks
- Mizuho Insights: 25 February 2021: ASEAN-6: COVID-19 Inoculation Drive Slowly Getting Off The Ground
- Mizuho Insights: 11 February 2021: Vietnam: 2021 Outlook: Resilient But Not Immune
- Mizuho Insights: 02 February 2021: Myanmar Coup: What Next?
- Mizuho Insights: 26 January 2021: Indonesia 2021 Outlook: Long and Bumpy Road to Recovery
- Mizuho Insights: 08 January 2021: QE & Asset Markets: The Uni-QE Game in (a post-COVID) Town?
- Mizuho Insights: 30 December 2020: 2021 Risk Outlook: A Glimpse of the "Other Side"
- Mizuho Insights: 20 November 2020: EM Asia Growth: Of Green Shoots, Roots & Gardens
Mizuho Flash
- Mizuho Flash: 22 May 2025: China: Cautious on a Deal,Yet Upbeat about Growth Prospects
- Mizuho Flash: 2 May 2025: China: Reassessing China’s Economic Outlook Amid Trade Uncertainty
- Mizuho Flash: 21 March 2025: Indonesia: Mind the Gap
- Mizuho Flash: 16 January 2025: Bank Indonesia: Insurance Cut, Not Easing Cycle
- Mizuho Flash: 4 December 2024: Philippines Ratings Outlook Revision Insufficient for PHP Boost
- Mizuho Flash: 30 October 2024: Malaysia Budget 2025: Key Takeaways
- Mizuho Flash: 20 September 2024: Post-Bank Indonesia: Surprises and Opportunities
- Mizuho Flash: 23 August 2024: Indonesia Budget: Fiscal Risks Not Absolved
- Mizuho Flash: 14 August 2024: THB: Political Uncertainty Reigns
- Mizuho Flash: 31 July 2024: Five Things to Know About Thailand's Digital Wallet
- Mizuho Flash: 18 July 2024: The Trump (JPY-CNY) Wedge
- Mizuho Flash: 1 July 2024: Vietnam: Growth Recovery and VND Woes
- Mizuho Flash: 23 May 2024: Vietnam: VND and SBV Under Pressure
- Mizuho Flash: 14 May 2024: EM_Asia: Semi-Conductor Cycle & Implications
- Mizuho Flash: 9 May 2024: Philippines Tourism: What the Numbers Say
- Mizuho Flash: 19 April 2024: Bank Indonesia: Tough Call
- Mizuho Flash: 22 March 2024: Vietnam: The Long and Short of Political Uncertainty
- Mizuho Flash: 14 March 2024: Oil In, Not Over, Troubled Waters
- Mizuho Flash: 15 February 2024: What to Make of The Indonesia Elections
- Mizuho Flash: 6 February 2024:IDR: Tread Cautiously
- Mizuho Flash: 30 January 2024:Vietnam: Bonds That Bind
- Mizuho Brief: 26 January 2024: The El Nino Risk Premium
- Mizuho Brief: 1 December 2023: KRW: Waiting For Dawn
- Mizuho Flash: 21 November 2023: China Property: White List, Not Knight
- Mizuho Flash: 16 November 2023: THB: Baht Bears and Tourism Bulls
- Mizuho Flash: 8 November 2023: Indonesia Elections: Competition, Continuity & Capital
- Mizuho Flash: 4 October 2023: Fiscal Setbacks
- Mizuho Flash: 23 August 2023: BRICS Threat to USD Exaggerated
- Mizuho Flash: 16 August 2023: China Woes: Signals, Not Solutions
- Mizuho Flash: 2 August 2023: Vietnam: Contemplating Bottoms
- Mizuho Flash: 25 July 2023: FX: USD: Keeping It Real
- Mizuho Flash: 19 July 2023: THB: The Political Uncertainty Premium
- Mizuho Flash: 21 June 2023: Why China Stimulus May Stumble
- Mizuho Flash: 25 May 2023: A Thought Experiment on US Debt Default
- Mizuho Flash: 20 April 2023: Thailand Politics: Unsettled Continuity
- Mizuho Flash: 18 April 2023: China's Flattered Growth & Flustered Commodity Bulls
- Mizuho Flash: 14 April 2023: MAS: Manufacturing Recession & "Intensifying Risks"
- Mizuho Flash: 3 April 2023: Vietnam Policy: The SBV's Gambit to Widen Liquidity/Credit Cushion
- Mizuho Flash: 30 March 2023: Unpacking China's "Around 5%" Disappointment
- Mizuho Flash: 29 March 2023: Vietnam GDP and Inflation: Dismal Slowdown
- Mizuho Flash: 16 March 2023: Vietnam Real Estate Snapshot: Relevance and Risks
- Mizuho Flash: 14 March 2023: SVB & How to Think About Risks
- Mizuho Flash: 16 February 2023: BI & BSP: A Tale of Diverging Inflation Fortunes
- Mizuho Flash: 14 February 2023: EM-Asia FX: Beware (Bull) Traps & Turbulence
- Mizuho Flash: 6 February 2023: Indonesia Q4 GDP: Understated Weakness
- Mizuho Flash: 2 February 2023: India Budget: Right, But Restrained, Notes
- Mizuho Flash: 30 January 2023: Vietnam CPI: Poised to Stay Higher
- Mizuho Flash: 19 January 2023: BI & BNM - Of Surprises, Holds & Hikes
- Mizuho Flash: 18 January 2023: Indonesia & Malaysia: December trade Data Portends a Growth Slowdown
- Mizuho Flash: 9 January 2023: Thailand: Vaccination for Tourists - Interference, Not Impediment
- Mizuho Flash: 23 December: China Outlook: Bumpy, Not Unbridled, Recovery
- Mizuho Flash: 1 December 2022: India Growth-Speed Bumps Ahead
- Mizuho Flash: 14 November 2022: ASEAN-3: A Show of Resilience
- Mizuho Flash: 25 October 2022: Vietnam-SBV: Restoring Confidence?
- Mizuho Flash: 11 Oct 2022 - Philippines: External Pressues Mount
- Mizuho Flash: 10 Oct 2022 - Malaysia: Budget 2023: Balancing Fiscal and Political Realities
- Mizuho Flash: 6 Oct 2022: Korea: Rising Debt, Rates and Risks
- Mizuho Flash: 4 Oct 2022 - Malaysia: Bugdet 2023: A Clear Election Bias
- Mizuho Flash: 23 September 2022: SBV: The Why and How Behind a 100bps Hike
- Mizuho Flash: 16 Sept Korea: Lower Unemployment Rate Flatters Employment Picture
- Mizuho Flash: 12 September 2022: EM-Asia: Sticky Rice Concerns
- Mizuho Flash: 5 September 2022: Indonesia: Fuel Prices Hiked
- Mizuho Flash: 25 August 2022: Thailand: Political Instability, Economic Continuity
- Mizuho Flash: 23 August 2022: Bank Indonesia Embarks On Policy Normalisation
- Mizuho Flash: 16 August 2022: Vietnam: Stronghold or Hold Out?
- Mizuho Flash: 27 July 2022: Thailand: Of Trade Deficit, Tourism Revival and Sticky Inflation
- Mizuho Flash: 21 July 2022: Bank Indonesia: Holding on for Dear (Dovish) Life
- Mizuho Flash: 14 July 2022: Singapore: MAS' Surprise Step Appreciation
- Mizuho Flash: 14 July 2022: Philippines: Bangko Sentral ng Pilipinas in Overdrive
- Mizuho Flash: 13 July 2022: Bank of Korea: 50 Is Not The New 25
- Mizuho Flash: 05 July 2022: Philippines: Jump In June CPI Puts The Spotlight On BSP
- Mizuho Flash: 29 June 2022: Vietnam: Stellar Growth, Rising Inflation
- Mizuho Flash: 23 June 2022: Central Banks: BI Stands Pat While BSP Hikes By 25bp
- Mizuho Flash: 08 June 2022: Bank of Thailand: The Last Stand
- Mizuho Flash: 26 May 2022: Bank of Korea: "Big Step" Hikes?
- Mizuho Flash: 25 May 2022: Indonesia: Bank Indonesia Still Biding Its Time On Rate Hikes
- Mizuho Flash: 13 May 2022: Thailand Fiscal Updates: Hurdles
- Mizuho Flash: 11 May 2022: Malaysia: BNM Starts Reducing Monetary Policy Support With a 25bp Hike
- Mizuho Flash: 10 May 2022: Philippines Elections III: "Bongbong" Marcos to Be President
- Mizuho Flash: 06 May 2022: Thailand CPI: Easing is No Relief
- Mizuho Flash: 05 May 2022: RBI: The Hawk & The (Leap-)Frog
- Mizuho Flash: 20 April 2022: Bank Indonesia: Emphasizing Growth Over Inflation
- Mizuho Flash: 14 April 2022: MAS: Unwavering, Despite Uncertainty
- Mizuho Flash: 08 April 2022: RBI Hold: Of Inflection & Deflection
- Mizuho Flash: 06 April 2022: MAS Watch: Double-Barelled Move
- Mizuho Flash: 22 March 2022: Malaysia: Current Account, Fiscal and Inflation Sensitivities to Oil
- Mizuho Flash: 16 March 2022: South Korea: Public Sector Employment Boost, Caution Sene In Private Sector Hiring
Mizuho Chart Speak
- Mizuho Chart Speak: 4 April 2025: Korea: KRW and Elections: Barely Stylised
- Mizuho Chart Speak: 18 March 2025: Australia: Elections, Uncertainty and the AUD
- Mizuho Chart Speak: 13 March 2025: Inflation Spread Advantage for AXJ Lliable to be Overwhelmed
- Mizuho Chart Speak: 11 February 2025: Steel & Aluminum Tariffs Forewarn of Greater Risks Ahead
- Mizuho Chart Speak: 15 January 2025: Korea Jobs: Softer, Not Capitulation
- Mizuho Chart Speak: 7 November 2024: Vietnam: China+1 in the Crosshairs?
- Mizuho Chart Speak: 11 October 2024: Overdone (Forward) SGD Appreciation Expectations?
- Mizuho Chart Speak: 27 September 2024: AxJ FX: This Time It's Different(iated)
- Mizuho Chart Speak: 18 September 2024: Vietnam: Manufacturing FDI Unperturbed, Output Typhoon Hit
- Mizuho Chart Speak: 8 August 2024: Why CNY Carry Unwind is Not The Next Big Shoe
- Mizuho Chart Speak: 2 August 2024: Carry Unwind: Neither Carry Nor Calm
- Mizuho Chart Speak: 16 July 2024: AxJ Reversion Challenged
- Mizuho Chart Speak: 25 January 2024: China Stimulus: Why RRR Cuts Don't Cut (IT)
- Mizuho Chart Speak: 23 January 2024: China Equities: Why The Pain May be More Accute This Time
- Mizuho Chart Speak: 17 January 2024: Global Inflation: Dis-inflation Risks: Interrupted, Not Immaculate
- Mizuho Chart Speak: 26 October 2023: Inflation Relief & Risks: The Good, The Bad & The Ugly
- Mizuho Chart Speak: 23 October 2023: FX: MYR: Curious Connundrum
- Mizuho Chart Speak: 16 October 2023: Oil: Watch for Geo-political Flares
- Mizuho Chart Speak: 4 October 2023: Why the Absence of Credit Tightening is Still Worrying
- Mizuho Chart Speak: 3 October 2023: Oil: US Pain Relief, Panacea
- Mizuho Chart Speak: 2 October 2023: MAs & SGD: Currency of A Hawkish Hold
- Mizuho Chart Speak: 13 September 2023: Oil - The OPEC Squeeze
- Mizuho Chart Speak: 24 August 2023: EM-Asia: The Price of Rice
- Mizuho Chart Speak: 8 August 2023: EM-Aisa RIsks: The Real RIsks with EM Aisa Policy and FX
- Mizuho Chart Speak: 18 July 2023: Re-Thinking Inflation (Part 1): Structurally Stickier?
- Mizuho Chart Speak: 3 July 2023: EM-Asia FX: Remembering CNH & AXJ Correlations
- Mizuho Chart Speak: 26 June 2023: Korea Trade and Services: Tight Balance
- Mizuho Chart Speak: 14 June 2023: China RIsks - Why PBoC Cuts Don't Cut It
- Mizuho Chart Speak: 12 June 2023: USD Liquidity: Swapping (Debt) Ceiling Risks for Liquidity Crunch
- Mizuho Chart Speak: 6 June 2023: Global Demand: Silver-Lining or Red Herring?
- Mizuho Chart Speak: 24 May 2023: China Bulls & CNH Bears: The Re-opening Paradox
- Mizuho Chart Speak: 23 May 2023: Vietnam: Crunch Time
- Mizuho Chart Speak: 17 May 2023: China: Manufacturing Pain
- Mizuho Chart Speak: 25 April 2023: Korea: Chips at Stake
- Mizuho Chart Speak: 13 April 2023: EM-Asia FX: "Carry" On, But Calm Not Guaranteed
- Mizuho Chart Speak: 6 April 2023: MAS: Constrained Options & Compromised Outcomes
- Mizuho Chart Speak: 4 April 2023: OPEC+ Cuts: Shock or Shrug?
- Mizuho Chart Speak: 23 February 2023: Why Oil Is Softer, Yet Sticky
- Mizuho Chart Speak: 3 February 2023: Understated EM-Asia Risks
- Mizuho Chart Speak: 17 January 2023: Korea: Tightened (Policy), Tight (Labour Market), Growth Slowdown
- Mizuho Chart Speak: 12 January 2023: Why CNH May Not Exploit Untapped Real Yield Advantages
- Mizuho Chart Speak: 6 January 2023: Philippines Inflation Introspection
- Mizuho Chart Speak: 11 November 2022: Fed-EM Asia: Inflation: Concessions, Not Conclusions
- Mizuho Chart Speak: 11 November 2022: Korea Current Account Oscillation Not Reversion
- Mizuho Chart Speak: 27 October 2022: Fed-EM-Asia: Central Bank Risks: Of Canaries & Collateral Damage
- Mizuho Chart Speak: 20 October 2022: Fed-USD: Exceptional USD Strength & Endogenous Risks
- Mizuho Chart Speak: 17 October 2022: SBV-VND: Wider Bands About USD Exceptionalalism, Not VND Merchantilism
- Mizuho Chart Speak: 13 October 2022: Thailand: Of Deficits and Slippery Moving Parts
- Mizuho Chart Speak: 13 October 2022: MAS-SGD: Dissociating MAS Hawks & SGD Bulls
- Mizuho Chart Speak: 17 October 2022: SBV-VND: Wider Bands About USD Exceptionalism, Not VND Mercantilism
- Mizuho Chart Speak: 11 October 2022: FX: Differentiating, Not Defining, Stress
- Mizuho Chart Speak: 15 September 2022: EM-Asia FX (Part 1): Peculiar, Not Different
- Mizuho Chart Speak: 6 September 2022: Can CNY Defy the Dollar (Bull)?
- Mizuho Chart Speak: 7 September 2022: OPEC+ Cut: Insignificant, Not Inconsequential
- Mizuho Chart Speak: 16 August 2022: China: Overestimating Stimulus?
- Mizuho Chart Speak: 10 Aug 2022: OPEC+: Capacity, Not Quota Constraints
- Mizuho Chart Speak: 04 Aug 2022: EM Asia FX Risks (Part 2): Cash Burn Conundrum
- Mizuho Chart Speak: 20 Jul 2022: EM Asia FX Risks (Part 1): Overblown, But Not Obviated
- Mizuho Chart Speak: 24 Jun 2022: Oil: Why Oil is a Binary Risk
- Mizuho Chart Speak: 22 Jun 2022: South Korea: Headwinds Manifest
- Mizuho Chart Speak: 17 Jun 2022: EM Asia: Bracing For Fed Headwinds
- Mizuho Chart Speak: 10 Jun 2022: EM Asia: Inflation Shocks to Overtake?
- Mizuho Chart Speak: 01 Jun 2022: EM Asia: Stagflation-Type Risks Mount
- Mizuho Chart Speak: 30 May 2022: Vietnam Inflation: Running Out and Up?
- Mizuho Chart Speak: 10 May 2022: Mizuho FX Update: Why Fed Hawk-USD Bulls May Not be Exhausted
- Mizuho Chart Speak: 06 May 2022: Fed & EM Asia: The Fed's Tightening: Re-arranging the Deck Chairs on the Titanic
- Mizuho Chart Speak: 26 April 2022: Indonesia: Palm Oil Pressure
- Mizuho Chart Speak: 22 April 2022: Fed & AXJ: Why Yield Curve Inversion Risks are Compromised as "Fed Circuit Breaker"
- Mizuho Chart Speak: 13 April 2022: MAS & SGD: Why Mas Hawks Need Not Inspire Unqualified SGD Bulls
- Mizuho Chart Speak: 12 April 2022: EM Asia: EM Asia's Direct Russia Connection Is Limited
- Mizuho Chart Speak: 05 April 2022: Vietnam: Inconvenient Coal-Powered Engines of Growth
- Mizuho Chart Speak: 16 March 2022: China: China's Policy Risk is "Too Little, Too Late"
- Mizuho Chart Speak: 10 March 2022: EM Asia FX: Oil's Domination & (Fractional) Distillation