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.
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Mizuho Market Comment
Latest Mizuho Market Comment in brief:
22 July 2024 | BoJ preview
- The main focus of the 31 July meeting will be the BoJ’s plan to reduce its bond purchases.
- We look for an initial ~¥1trn reduction and a gentle pace of subsequent reductions to ~¥3trn.
- We expect Governor Ueda’s caution to see a rate hike pushed into the autumn…
- …but still see USD/JPY lower in coming months, as the first Fed cut comes into view.
Read the full report - 22 July 2024
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Our rates strategists cover rates markets in both cash and derivatives, researching macro and micro themes and providing frequent analysis and trade ideas.
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