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2021

2020

  • Daiwa's View

    Daiwa's View

    24 September 2020 919 KB PDF
    • Continuing correction of optimism
  • Daiwa's View

    Daiwa's View

    23 September 2020 821 KB PDF
    • Destabilising US stocks and stabilising US bonds
  • Outlook for 40Y JGB auction

    Outlook for 40Y JGB auction

    23 September 2020 901 KB PDF
    • JU13 tap sale expected to go smoothly
  • Daiwa's View

    Daiwa's View

    18 September 2020 815 KB PDF
    • Market not back to risk on
    • Time for analysis after completion of central bank events in September
  • JGB Insight

    JGB Insight

    18 September 2020 559 KB PDF
    • A third supplementary budget may not trigger additional JGB issuance
  • Daiwa's View

    Daiwa's View

    15 September 2020 826 KB PDF
    • Cooperation between government and BoJ to continue amid COVID-19 pandemic
  • Daiwa's View

    Daiwa's View

    9 September 2020 1024 KB PDF
    • US stocks plunged again, led by high-tech issues
  • Outlook for 20Y JGB auction

    Outlook for 20Y JGB auction

    9 September 2020 1212 KB PDF
    • Decent primary sale expected for JL 173 tap, but the auction may have a longer tail than it did in August