Recurring series
Mizuho EMEAMulti-Asset Strategy Daily
Finvaulta tracks 5 editions of Multi-Asset Strategy Daily from Mizuho EMEA, published between May 15, 2026 and June 4, 2026. Each edition is summarized on its own page.
Latest edition · June 4, 2026
Strategy Daily
Global bond yields are testing higher levels as geopolitical tensions and low oil inventories sustain inflation concerns. Markets are now pricing in a June rate hike from the Bank of Japan.
The multi-asset strategy report highlights a bear-steepening trend in global yields, driven by rising oil prices and persistent geopolitical risk in the Middle East despite a tentative ceasefire in Lebanon. In the US, 10-year yields are consolidating near 4.40-4.50% ahead of payroll data, while in Europe, Bund yields have moved above 3.00% as markets price in energy shocks. A significant shift is noted in Japan, where hawkish rhetoric from Governor Ueda has led to expectations of a BoJ rate hike as early as June 2026.
Read the latest edition in fullKey takeaways from the latest edition
- 1.Global bond markets remain vulnerable to higher yields as geopolitical risks in the Middle East sustain an inflation premium.
- 2.The Bank of Japan (BoJ) is expected to hike rates in June, shifting from a previous more patient stance.
- 3.European and UK bond yields are being driven primarily by global energy shocks rather than domestic fundamentals.
What this series covers
- USD
- EUR
- GBP
- JPY
- Important Information
- Disclaimer
Edition archive
Series at a glance
- Editions tracked
- 5
- First edition
- May 15, 2026
- Latest edition
- June 4, 2026