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2021

2020

  • Daiwa's View

    Daiwa's View

    8 December 2020 1044 KB PDF
    • We see tapering at end of tunnel.
  • Daiwa's View

    Daiwa's View

    7 December 2020 644 KB PDF
    • Details of economic package coming into view.
  • Daiwa's View

    Daiwa's View

    4 December 2020 628 KB PDF
    • Discussion of size shifting from third extra budget to economic package.
  • Daiwa's View

    Daiwa's View

    2 December 2020 635 KB PDF
    • Thoughts on downward revision to tax revenues in third extra budget.
  • Daiwa's View

    Daiwa's View

    1 December 2020 771 KB PDF
    • Where will interest rates be a year from now?
  • Daiwa's View

    Daiwa's View

    1 December 2020 687 KB PDF
    • LDP’s proposal for economic package.
  • Outlook for 10Y JGB auction

    Outlook for 10Y JGB auction

    30 November 2020 1073 KB PDF
    • Hoping to buy at 0.03-0.04% level.
  • Daiwa's View

    Daiwa's View

    30 November 2020 716 KB PDF
    • What does "XX trillion yen" of third extra budget mean?