Tokyo Research

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2022

  • Daiwa's View

    Daiwa's View

    16 November 2020 842 KB PDF
    • Interpretation of market consensus
  • Daiwa's View

    Daiwa's View

    9 November 2020 835 KB PDF
    • At first glance, reflation trade appears to return
  • Daiwa's View

    Daiwa's View

    5 November 2020 850 KB PDF
    • 10Y US yield fell back to 0.7% level
  • Daiwa's View

    Daiwa's View

    4 November 2020 960 KB PDF
    • 10Y US yield approaching 0.9%
  • Outlook for 10Y JGB auction

    Outlook for 10Y JGB auction

    2 November 2020 927 KB PDF
    • JB360 tap to count on investor demand at 0.050-0.095% level
  • Daiwa's View

    Daiwa's View

    21 October 2020 1062 KB PDF
    • Preview of BOJ's Financial System Report
  • Outlook for 20Y JGB Auction

    Outlook for 20Y JGB Auction

    19 October 2020 1012 KB PDF
    • Good primary sale expected, but cautious stance needed for outright positions as upside may be limited
  • Daiwa's View

    Daiwa's View

    15 October 2020 755 KB PDF
    • Continuing decline in European yields