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Macro Strategy

The Macro Strategy section contains research prepared by Cameron Umetsu of the Foreign Exchange Group - Europe Treasury Department. The analysis covers key global macro developments and the financial market implications, with a particular focus on Japan. This is delivered via 4 daily, weekly and monthly flagship publications.

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Daily ¥en Watch: timely analysis of the latest macro, policy and flow developments in Japan, with an emphasis on JPY/JGB market strategy. Daily Yen Watch


Daily Insights: a broader ‘view piece’ on potentially market-moving events within the major economies. Mizuho Daily Insights


Weekly Insights: a summary of the main global themes of the week and how they frame the market outlook. Mizuho Weekly Insights


Global Perspectives: a monthly thematic publication providing more detailed insights into longer-term issues that are relevant for financial markets. Mizuho Global Perspectives





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