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2022

2021

  • Daiwa's View

    Daiwa's View

    16 May 2022 894 KB PDF
    • We expect the 10yr Treasury yield to trade in a range of 2.8-3.05% between now and the June FOMC meeting
    • This has major implications for JGBs
  • Daiwa's View

    Daiwa's View

    2 May 2022 833 KB PDF
    • Governor Kuroda’s press conference suggests that BOJ is in no rush to exit.
  • Daiwa's View

    Daiwa's View

    25 April 2022 1230 KB PDF
    • April BOJ Financial System Report
  • FY22 supplementary budget

    FY22 supplementary budget

    22 April 2022 490 KB PDF

    Longer-term focus is on the timing and size of the next supplementary budgets during 2022

  • Daiwa's View

    Daiwa's View

    20 April 2022 643 KB PDF
    • Has yen depreciation gone too far?
  • Daiwa's View

    Daiwa's View

    19 April 2022 665 KB PDF
    • Life insurers returning to yen-bonds due to rising hedging costs / Foreign JGB investment.
  • Monthly MBS Issue

    Monthly MBS Issue

    18 April 2022 1068 KB PDF
    • The Japan Housing Finance Agency (JHF) plans to issue its No. 180 Monthly MBS.
  • Daiwa's View

    Daiwa's View

    18 April 2022 830 KB PDF
    • When will US yields shift towards full-scale decline?