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2023

  • Daiwa's View

    Daiwa's View

    11 May 2021 1189 KB PDF
    • Will inflation-led rise in yields come again?
    • Excess portion of increased yields has already been resolved; now is the time for careful observation, and keeping an eye out for trends.
  • Outlook for 10Y JGB auction

    Outlook for 10Y JGB auction

    10 May 2021 933 KB PDF
    • Bidding with 0.06-0.10% range in mind.
  • Daiwa's View

    Daiwa's View

    6 May 2021 1098 KB PDF
    • Theme that changed during Golden Week holidays.
    • Warning against excessive risk-taking.
  • Daiwa's View

    Daiwa's View

    28 April 2021 749 KB PDF
    • BOJ still bullish on the economy, but far from 2% target.
    • Questions at Governor Kuroda's press conference focused on 2% inflation target shortfall.
  • Daiwa's View

    Daiwa's View

    26 April 2021 871 KB PDF
    • BOJ to release wishful report amid declaration of state of emergency.
    • Main factors in FY21 are vaccinations and cut in mobile phone communication fees.
  • Daiwa's View

    Daiwa's View

    22 April 2021 1082 KB PDF
    • Apr BOJ Financial System Report: Strengthening of interlinkage of global financial systems, for which “epicenter” is non-banks.
  • Daiwa's View

    Daiwa's View

    22 April 2021 787 KB PDF
    • Bond market not swayed by exit strategy.
    • Time needed before speculation on exit strategy leads to rise in yields.
  • Daiwa's View

    Daiwa's View

    20 April 2021 1018 KB PDF
    • European-version “Happy yield increase” and 20-year JGB auction.