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2022

2021

  • Daiwa's View

    Daiwa's View

    8 July 2022 912 KB PDF
    • Increased trust in Fed’s stance towards reining in inflation.
  • Development Bank of Japan

    Development Bank of Japan

    4 July 2022 509 KB PDF
    • Full-scale privatization further postponed by coronavirus
  • Daiwa's View

    Daiwa's View

    4 July 2022 700 KB PDF
    • US yield declined to 2.8% level; downside breakout from an important technical point
  • Daiwa's View

    Daiwa's View

    1 July 2022 833 KB PDF
    • 10yr Treasury yield momentarily drops below 3%
  • 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