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2023

2022

  • Daiwa's View

    Daiwa's View

    7 October 2021 1062 KB PDF
    • US yields are not rising as much as expected.
  • Daiwa's View

    Daiwa's View

    5 October 2021 863 KB PDF
    • JGB yield outlook for 2H FY21.
  • Daiwa's View

    Daiwa's View

    5 October 2021 513 KB PDF
    • Due to general election on 31 Oct, supplementary budget likely to be passed by end of year.
  • Daiwa's View

    Daiwa's View

    1 October 2021 746 KB PDF
    • Is surge in crude oil prices cause of rise in yields?
  • Daiwa's View

    Daiwa's View

    30 September 2021 517 KB PDF
    • Towards the start of the Kishida administration.
    • Investor sentiment likely to calm slightly following the election.
  • Daiwa's View

    Daiwa's View

    30 September 2021 516 KB PDF
    • Fiscal policy with Fumio Kishida as the new LDP leader.
    • Keys will be size of the FY21 supplementary budget and redistribution in the initial FY22 budget.
  • Daiwa's View

    Daiwa's View

    27 September 2021 920 KB PDF
    • Forecasts for US yields in 2H FY21.
  • Daiwa's View

    Daiwa's View

    22 September 2021 879 KB PDF
    • Impact of China Evergrande Group’s debt woes on JGB market.
    • The main scenario is that JGB yields will remain low and stable, but higher volatility in overseas markets warrants attention.