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2023

  • Monthly MBS Issue

    Monthly MBS Issue

    16 July 2021 1403 KB PDF
    • Issue size likely to be down 15% Y/Y.
  • Daiwa's View

    Daiwa's View

    15 July 2021 736 KB PDF
    • Points of focus for climate change operations at BOJ’s Jul MPM.
    • Applied interest rates, more flexible term of operations, and guidelines for investment/loans.
  • Daiwa's View

    Daiwa's View

    13 July 2021 614 KB PDF
    • Second fork in the road is approaching
    • Will quantity be rendered toothless or just be withdrawn?
  • Daiwa's View

    Daiwa's View

    12 July 2021 942 KB PDF
    • 20-year JGB auction: Little concern about the auction itself
  • Daiwa's View

    Daiwa's View

    9 July 2021 757 KB PDF
    • Quite excessive - Current yield declines approaching an end
  • Daiwa's View

    Daiwa's View

    7 July 2021 935 KB PDF
    • Is the Japan/US rate spread too small?
  • Daiwa's View

    Daiwa's View

    7 July 2021 683 KB PDF
    • Net surplus of Y4.5tn appears to have been booked in FY20 general account
  • Daiwa's View

    Daiwa's View

    2 July 2021 970 KB PDF
    • Yield curve may flatten further depending on jobs report and strong dollar