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2023

  • Daiwa's View

    Daiwa's View

    1 February 2021 780 KB PDF
    • Background behind valuation corrections.
  • Outlook for 10Y JGB auction

    Outlook for 10Y JGB auction

    1 February 2021 966 KB PDF
    • Placing bids to take around the lowest accepted price with a high probability of the auction going to tail in mind.
  • Daiwa's View

    Daiwa's View

    29 January 2021 892 KB PDF
    • Revision to our US yield forecast.
  • Daiwa's View

    Daiwa's View

    27 January 2021 746 KB PDF
    • Major US banks are passive towards risk-taking.
  • Outlook for BOJ's JGB purchases (Feb 2021)

    Outlook for BOJ's JGB purchases (Feb 2021)

    27 January 2021 838 KB PDF
    • Strong expectation on purchase reduction in the 3-5Y zone.
  • Daiwa's View

    Daiwa's View

    25 January 2021 815 KB PDF
    • Will inflation expectations rise further?
  • Outlook for 40Y JGB auction

    Outlook for 40Y JGB auction

    25 January 2021 1133 KB PDF
    • Placing bids to take minimum amount of JU13 tap necessary.
  • Daiwa's View

    Daiwa's View

    22 January 2021 913 KB PDF
    • Policy ops to be reviewed while board member Sakurai is in office.