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2024

2023

  • Daiwa's View

    Daiwa's View

    8 April 2022 770 KB PDF
    • World’s foreign exchange reserves continuing to shift out of the US dollar.
  • Daiwa's View

    Daiwa's View

    5 April 2022 767 KB PDF
    • Yen supply/demand outlook for 2022 - Foreign exchange supply/demand consistent with weaker yen.
  • Daiwa's View

    Daiwa's View

    28 March 2022 796 KB PDF
    • 10-year US yield temporarily topped 2.5%.
    • We need to pay increasing attention to impact of rising yields of safe assets on peripherals.
  • Daiwa's View

    Daiwa's View

    28 March 2022 1313 KB PDF
    • 10Y US yield of 2.18% under main scenario, 2.75% under upside scenario, 1.25% under downside scenario.
  • Daiwa's View

    Daiwa's View

    22 March 2022 663 KB PDF
    • Governor Kuroda demurs on defending the yen at his press conference.
    • Key developments to watch are inflation forecasts and secondary spillover effects.
  • Daiwa's View

    Daiwa's View

    16 March 2022 820 KB PDF
    • This spring, central banks will likely take action carefully and nimbly.
    • BOJ’s Mar MPM will be positioned as opportunity to prepare release of Apr Outlook Report.
  • Daiwa's View

    Daiwa's View

    14 March 2022 725 KB PDF
    • The 10Y US yield in 2% range is different from that in February.
    • Market is becoming more concerned about economic slowdown.
  • Daiwa's View

    Daiwa's View

    11 March 2022 528 KB PDF
    • The market after US CPI and ECB meeting.
    • Stagflation scenario cannot be eliminated with central banks focusing on inflation.