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2023

2022

  • Daiwa's View

    Daiwa's View

    10 August 2022 619 KB PDF
    • Rate-hike pricing in Europe not moving forward
    • Speculation about European monetary policy is swaying between concerns about inflation and the risks of economic recession
  • Daiwa's View

    Daiwa's View

    9 August 2022 1045 KB PDF
    • JGB yield outlook for 2022
  • Daiwa's View

    Daiwa's View

    2 August 2022 795 KB PDF
    • Decline in US yield to the 2.5% level
  • Daiwa's View

    Daiwa's View

    1 August 2022 799 KB PDF
    • Yen is strengthening at a fast pace
  • Daiwa's View

    Daiwa's View

    29 July 2022 845 KB PDF
    • Decline in US yield to the 2.6% level
  • Daiwa's View

    Daiwa's View

    28 July 2022 1041 KB PDF
    • I. Our end-2022 forecast for the 10yr JGB yield is 0.20%, with a core range of 0.11-0.25%
    • II. If risk-off sentiment deepens, market will be aware of downside scenario
  • Daiwa's View

    Daiwa's View

    25 July 2022 632 KB PDF
    • Business sentiment tells of high barriers to ECB rate hike
  • Daiwa's View

    Daiwa's View

    22 July 2022 789 KB PDF
    • BOJ stands pat, ECB provides hawkish surprise