Report published August 13, 2026
Multi-Asset Strategy Daily - Mizuho International: August 13, 2026
Source and citation context
- Issuer
- Mizuho International
- Report date
- August 13, 2026
- Analysis as of
- Not stated in source
Authors / editors: Evelyne Gomez (Strategist)
Finvaulta summarizes Mizuho International's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
The report highlights that geopolitical tension in the Middle East poses significant, underestimated risks to rates markets. Meanwhile, recent US and UK economic data suggests a holding pattern for central bank policy.
Key Takeaways
- 1.Geopolitical risks in the Strait of Hormuz and Red Sea are increasing oil market tail risk; investors are advised not to fully ignore oil beta despite market complacency.
- 2.US inflation data (CPI) was neither strong enough to force a September hike nor soft enough to justify dovish policy shifts.
- 3.UK Q2 GDP growth was slightly above consensus, but underlying data details remain insufficiently strong to change the Bank of England's rates narrative.
Table of Contents
- USD
- EUR
- GBP
- JPY
Report data
Key figures extracted from this report
| Metric | Estimate | Context |
|---|---|---|
| US CPI Core | 0.2% | MoM |
| UK Q2 GDP Growth | 0.4% | preliminary GDP |
Reports in this series
Multi-Asset Strategy Daily is shown in chronological order through this edition, published on August 13, 2026.
Part of the Multi-Asset Strategy Daily series — view all 35 editions
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Authors / Editors
Reported Data Context
- US CPI Core: 0.2 percent (Monthly)
- UK Q2 GDP Growth: 0.4 percent (Q2)