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2023

2022

  • Daiwa's View

    Daiwa's View

    23 December 2022 749 KB PDF
    • Yen appreciation overshoot on expectations for further policy revisions
  • Daiwa's View

    Daiwa's View

    21 December 2022 1064 KB PDF
    • New yield curve forms on increase in yield cap
  • Daiwa's View

    Daiwa's View

    21 December 2022 634 KB PDF
    • BOJ surprise underscores problem in terms of communication with market
  • Daiwa's View

    Daiwa's View

    19 December 2022 993 KB PDF
    • Expectations of a BOJ pivot never stopped in 2022
  • Daiwa's View

    Daiwa's View

    16 December 2022 750 KB PDF
    • Things to watch for in 2023 (4): Will selling of the yen increase due to investment in unhedged foreign bonds by life insurers?
  • Daiwa's View

    Daiwa's View

    15 December 2022 871 KB PDF
    • Signaling assessment/review with new BOJ Governor
  • Daiwa's View

    Daiwa's View

    14 December 2022 723 KB PDF
    • Validation of interest rate peaking
  • Daiwa's View

    Daiwa's View

    8 December 2022 608 KB PDF
    • US financial conditions are loosening slightly
    • Selling of foreign bonds by Japanese investors has an impact on supply/demand of basis