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2024

2023

  • Daiwa's View

    Daiwa's View

    30 June 2022 872 KB PDF
    • Signs of yen appreciation beyond race to hike interest rates
  • Daiwa's View

    Daiwa's View

    30 June 2022 668 KB PDF
    • Inflation will likely still remain high, but yields will likely no longer rise
  • Daiwa's View

    Daiwa's View

    28 June 2022 998 KB PDF
    • "Unconditional" is about the same as "whatever it takes," we think the rise in US rates is topping out
  • Daiwa's View

    Daiwa's View

    27 June 2022 890 KB PDF
    • Impact of restarting nuclear power plants on yen exchange rate
  • Daiwa's View

    Daiwa's View

    22 June 2022 747 KB PDF
    • Have yields risen a bit too far?
  • Daiwa's View

    Daiwa's View

    21 June 2022 1070 KB PDF
    • Economic concerns lead to lower commodity prices, which lead to declining inflation expectations
  • Daiwa's View

    Daiwa's View

    20 June 2022 764 KB PDF
    • BOJ's two-pronged strategy: bringing back Mr. JGB
    • Policy adjustment process to follow rising ownership share of JGBs and sharp yen weakening
  • Daiwa's View

    Daiwa's View

    17 June 2022 654 KB PDF
    • Must carefully assess current account balance trends considering coronavirus impacts
    • Factors that make yen a safe haven (current account surplus, Japan’s status as world’s largest holder of net foreign assets) remain solid