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2023

  • Daiwa's View

    Daiwa's View

    15 February 2021 875 KB PDF
    • 10-year and 30-year US yields topped 1.2% and 2%, respectively.
  • Outlook for 5Y JGB auction

    Outlook for 5Y JGB auction

    15 February 2021 956 KB PDF
    • JS146 tap may receive cold response from buyers.
  • Daiwa's View

    Daiwa's View

    10 February 2021 732 KB PDF
    • Exaggerated inflation expectations, news from those involved in BOJ’s March assessment meeting.
  • Daiwa's View

    Daiwa's View

    5 February 2021 846 KB PDF
    • A return to reflation trade is not the only reason behind US yield steepening.
  • Outlook for 10Y JGBi auction

    Outlook for 10Y JGBi auction

    5 February 2021 981 KB PDF
    • In a favorable environment, BEI may rise near to 20bp.
  • Daiwa's View

    Daiwa's View

    4 February 2021 727 KB PDF
    • True value of JGB yields is around 0.7%; 20-year yield is at a level where we should buy on dips.
  • Daiwa's View

    Daiwa's View

    3 February 2021 864 KB PDF
    • Around 0.1% is upper limit of 10-year JGB yield even after re-widening of the trading band?
  • Outlook for 30Y JGB auction

    Outlook for 30Y JGB auction

    3 February 2021 976 KB PDF
    • Attractive in terms of absolute yield level.