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2022

2021

  • Daiwa's View

    Daiwa's View

    22 March 2022 663 KB PDF
    • Governor Kuroda demurs on defending the yen at his press conference.
    • Key developments to watch are inflation forecasts and secondary spillover effects.
  • Daiwa's View

    Daiwa's View

    16 March 2022 820 KB PDF
    • This spring, central banks will likely take action carefully and nimbly.
    • BOJ’s Mar MPM will be positioned as opportunity to prepare release of Apr Outlook Report.
  • Daiwa's View

    Daiwa's View

    14 March 2022 725 KB PDF
    • The 10Y US yield in 2% range is different from that in February.
    • Market is becoming more concerned about economic slowdown.
  • Daiwa's View

    Daiwa's View

    11 March 2022 528 KB PDF
    • The market after US CPI and ECB meeting.
    • Stagflation scenario cannot be eliminated with central banks focusing on inflation.
  • Daiwa's View

    Daiwa's View

    10 March 2022 1019 KB PDF
    • There may have been a major relief rally, but...
    • Market stress is also strong as yield curves remain inverted amid widening of Libor/OIS spread.
  • Daiwa's View

    Daiwa's View

    25 February 2022 1016 KB PDF
    • Market shaken by geopolitical tensions.
    • March ECB Governing Council is an important factor for JGBs as well.
  • Daiwa's View

    Daiwa's View

    22 February 2022 769 KB PDF
    • Has the process of correcting the overshoot started?
    • ‘Negative impact on real economy’ is a key point when considering actions by BOJ.
  • Daiwa Bond trading trend

    Daiwa Bond trading trend

    21 February 2022 1008 KB PDF
    • Difference in domestic, foreign investor stances again apparent.