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2021

2020

  • Daiwa's View

    Daiwa's View

    17 March 2021 694 KB PDF
    • BOJ’s assessment of monetary easing: Hoping the Bank finds good measures to improve market functionality II.
  • Daiwa's View

    Daiwa's View

    17 March 2021 924 KB PDF
    • Final decision at BOJ’s Mar meeting to be made on 19th.
    • Technical means expected, given background of assessment and awareness of issue.
  • Daiwa's View

    Daiwa's View

    12 March 2021 665 KB PDF
    • Dovish ECB signal; continuing related media reports on US/Japanese monetary policy.
  • Daiwa's View

    Daiwa's View

    12 March 2021 657 KB PDF
    • Imagining FY21 extra budgets.
  • Daiwa's View

    Daiwa's View

    10 March 2021 1268 KB PDF
    • Continuing flattening.
    • Unwinding of excessive movements?
  • Daiwa's View

    Daiwa's View

    9 March 2021 665 KB PDF
    • Blueprint of assessment stated by Deputy Gov. Amamiya.
    • Initial thoughts to be revised due to drastic change in global interest rate environment since January.
  • Daiwa's View

    Daiwa's View

    8 March 2021 873 KB PDF
    • Widening of trading band to be postponed; inflation expectations exaggerated?
  • Daiwa's View

    Daiwa's View

    2 March 2021 840 KB PDF
    • Decoupling has started; US, UK vs. Europe, Australia—where is Japan?