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2023

  • Daiwa's View

    Daiwa's View

    20 January 2023 599 KB PDF
    • Implications of US long-term yield stabilizing right above 3.3%
  • Bond trading trend in December

    Bond trading trend in December

    20 January 2023 876 KB PDF
    • Pronounced market environment change since Dec BOJ meeting, but investment activity among main investor groups seems sparse
  • Daiwa's View

    Daiwa's View

    19 January 2023 608 KB PDF
    • BOJ’s next move is to be left to new governor
  • Daiwa's View

    Daiwa's View

    19 January 2023 932 KB PDF
    • BOJ January policy meeting not uneventful
  • Monthly MBS Issue

    Monthly MBS Issue

    18 January 2023 1249 KB PDF
    • Decreased issuance in step with weaker demand due to modification to YCC
  • Daiwa's View

    Daiwa's View

    17 January 2023 1097 KB PDF
    • What’s the BOJ to do? The YCC’s condition is terminal
  • Daiwa's View

    Daiwa's View

    16 January 2023 1106 KB PDF
    • If YCC were removed this week, 10-year yield would reach 1%, but it would be unlikely to be sustained
  • Daiwa's View

    Daiwa's View

    12 January 2023 626 KB PDF
    • Forex outlook for 2023