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2022

2021

  • Daiwa's View

    Daiwa's View

    15 April 2022 742 KB PDF
    • Dim prospects for both yen-supporting intervention and BOJ policy change.
  • Daiwa's View

    Daiwa's View

    14 April 2022 1060 KB PDF
    • Creeping signs of economic recession.
  • Daiwa's View

    Daiwa's View

    12 April 2022 831 KB PDF
    • Conditions for USD/JPY rate to exceed Y130—from the standpoint of diverging monetary policies between Japan and US.
  • Daiwa's View

    Daiwa's View

    11 April 2022 837 KB PDF
    • 10-year US yield temporarily topped 2.7%.
  • Daiwa's View

    Daiwa's View

    8 April 2022 770 KB PDF
    • World’s foreign exchange reserves continuing to shift out of the US dollar.
  • Daiwa's View

    Daiwa's View

    5 April 2022 767 KB PDF
    • Yen supply/demand outlook for 2022 - Foreign exchange supply/demand consistent with weaker yen.
  • Daiwa's View

    Daiwa's View

    28 March 2022 796 KB PDF
    • 10-year US yield temporarily topped 2.5%.
    • We need to pay increasing attention to impact of rising yields of safe assets on peripherals.
  • Daiwa's View

    Daiwa's View

    28 March 2022 1313 KB PDF
    • 10Y US yield of 2.18% under main scenario, 2.75% under upside scenario, 1.25% under downside scenario.