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2023

2022

  • Daiwa's View

    Daiwa's View

    3 June 2021 910 KB PDF
    • Another factor behind US yields’ continued lack of upward momentum.
    • Impact of China credit impulse?
  • Daiwa's View

    Daiwa's View

    2 June 2021 891 KB PDF
    • Implications of Nikkei interview with Mitsui O.S.K. Lines president.
    • Yields will not rise unless they decline.
  • Daiwa's View

    Daiwa's View

    1 June 2021 928 KB PDF
    • Currency basis may worsen slightly in latter half of year.
    • Uncertain factor for hedge costs.
  • Daiwa's View

    Daiwa's View

    26 May 2021 1029 KB PDF
    • Upward scenario of JGB yields in latter half of year.
    • Is Japan next?
  • Daiwa's View

    Daiwa's View

    21 May 2021 1003 KB PDF
    • US Economic Surprise Index turned negative.
    • Will this trigger flattening?
  • Outlook for 20Y JGB auction

    Outlook for 20Y JGB auction

    20 May 2021 1233 KB PDF
    • Unenthusiastic bidding expected below 0.45%.
  • Daiwa's View

    Daiwa's View

    19 May 2021 1176 KB PDF
    • Introductory guide to fiscal finance and JGB issuance.
    • Structures of JGB issuance plan, front-loading issuance of refunding bonds, annual schedule of budget compilation, and supplementary budgets.
  • Daiwa's View

    Daiwa's View

    18 May 2021 791 KB PDF
    • Target achieved, or is there concern about overshoot?
    • (1) Inflation indicators to continue to attract attention for now.
    • (2) Difference in performance of Japanese, overseas bank shares.