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2021

2020

  • Daiwa's View

    Daiwa's View

    22 April 2021 1082 KB PDF
    • Apr BOJ Financial System Report: Strengthening of interlinkage of global financial systems, for which “epicenter” is non-banks.
  • Daiwa's View

    Daiwa's View

    22 April 2021 787 KB PDF
    • Bond market not swayed by exit strategy.
    • Time needed before speculation on exit strategy leads to rise in yields.
  • Daiwa's View

    Daiwa's View

    20 April 2021 1018 KB PDF
    • European-version “Happy yield increase” and 20-year JGB auction.
  • Daiwa's View

    Daiwa's View

    19 April 2021 1248 KB PDF
    • Implications of correlation between copper prices and US long-term yields.
  • Daiwa's View

    Daiwa's View

    16 April 2021 826 KB PDF
    • Short-cover rally pushed down yield to below 1.6%.
  • Daiwa's View

    Daiwa's View

    14 April 2021 726 KB PDF
    • Fateful August?
    • Two trend lines expected to cross again.
  • Daiwa's View

    Daiwa's View

    12 April 2021 1092 KB PDF
    • Impact of Logan speech: 20-year sector, TIPS to normalize due to correction.
  • Daiwa's View

    Daiwa's View

    9 April 2021 1108 KB PDF
    • If rise in yields led by term premium...
    • Investment in US Treasuries may become more attractive.