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2024

2023

  • Daiwa's View

    Daiwa's View

    6 December 2022 645 KB PDF
    • Negative 2Y/10Y yield spread deepened the most since October 1981
  • Daiwa's View

    Daiwa's View

    2 December 2022 520 KB PDF
    • US long-term yield declined to the 3.4% level at one point
  • Daiwa's View

    Daiwa's View

    30 November 2022 669 KB PDF
    • Reversal in both yield spread and supply/demand factors
  • Daiwa's View

    Daiwa's View

    28 November 2022 751 KB PDF
    • When the Fed starts to strike a balance between employment and inflation
  • Credit View

    Credit View

    24 November 2022 1222 KB PDF

    The Boeing Company (BA US)

  • Daiwa's View

    Daiwa's View

    22 November 2022 521 KB PDF
    • Pace of rate hikes in US and Europe to slow in December
  • Credit View

    Credit View

    22 November 2022 810 KB PDF
    • General Electric Company (GE US)
  • Daiwa's View

    Daiwa's View

    18 November 2022 890 KB PDF
    • Improvement in liquidity of US Treasuries is likely still a ways off