Tokyo Research

FILTER DOCUMENTS

Category Clear

FILTER DOCUMENTS

Archive Reset

2024

2023

  • Daiwa's View

    Daiwa's View

    20 June 2024 592 KB PDF
    • MOF is expected to consider optimizing JGB issuance maturities 
    • Positive in terms of (1) relationship with BOJ’s policy of reducing JGB purchases and (2) fundamental measures for coping with structural changes among investors
    • Combination of QT and fiscal expansion was potential threat to JGB term premium, but concerns have diminished
  • Daiwa's View

    Daiwa's View

    11 June 2024 705 KB PDF
    • BOJ’s next move at Jun meeting: Likely to discuss JGB purchase reductions
  • Daiwa's View

    Daiwa's View

    14 May 2024 357 KB PDF
    • Did 13 May reduction in JGB purchases signal change in monetary policy stance?
  • Daiwa's View

    Daiwa's View

    9 May 2024 1200 KB PDF
    • Outlook for Japanese and US Yields in FY24
  • Politics Watch

    Politics Watch

    7 May 2024 380 KB PDF
    • Future of Kishida administration after LDP loses all three Lower House by-elections
  • Daiwa's View

    Daiwa's View

    23 April 2024 457 KB PDF
    • Second year of Ueda-led BoJ; April Policy Board meeting focal points
  • Public Finance Watch

    Public Finance Watch

    15 April 2024 323 KB PDF
    • Ascertained amount of GX Economy Transition Bonds issued with other 10yr JGBs in March
  • Daiwa's View

    Daiwa's View

    10 April 2024 625 KB PDF
    • Factors supporting strong dollar are prominent